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iShares Russell 3000 ETF
IWV

Overview Fund Activity

582 hedge funds and large institutions have $6.2B invested in iShares Russell 3000 ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 124 increasing their positions, 200 reducing their positions, and 31 closing their positions.

Holders
582
Holders Change
-2
Holders Change %
-0.34%
% of All Funds
10.22%
Holding in Top 10
50
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.66%
% of All Funds
0.88%
New
40
Increased
124
Reduced
200
Closed
31
Calls
$2.93M
Puts
$3.26M
Net Calls
-$330K
Net Calls Change
-$357K

Top Buyers

1
FWM
1
FFT Wealth Management
Pennsylvania
$93.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$187M
3
New York State Common Retirement Fund
3
New York State Common Retirement Fund
New York
$24.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$22.1M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$24.6M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$632M
2
Aviva
2
Aviva
United Kingdom
$0
3
GA
3
Geller Advisors
New York
$32.1M
4
BlackRock
4
BlackRock
New York
$244M
5
Bank of America
5
Bank of America
North Carolina
$215M
Name Market Value Shares Shares
Change 		Shares
Change %
AWP
126
Ascent Wealth Partners
New York
$5.54M 21,752 -1,780 -8%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$5.4M 21,185 +699 +3%
AL
128
Aspiriant LLC
California
$5.31M 20,846 -1,491 -7%
MLFP
129
MPS Loria Financial Planners
Illinois
$5.29M 20,758 -716 -3%
FEG
130
Fund Evaluation Group
Ohio
$5.23M 20,531 – –
JSMC
131
Jess S. Morgan & Co
California
$5.12M 20,107 +590 +3%
WA
132
Waverly Advisors
Alabama
$4.97M 18,038 +8 +0%
FC
133
Financial Council
Maryland
$4.95M 19,405 +19,405 New
BCM
134
Brookstone Capital Management
Illinois
$4.9M 18,908 +11,933 +171%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$4.78M 17,852 -546 -3%
TRCT
136
Tower Research Capital (TRC)
New York
$4.7M 18,428 -20,535 -53%
CMO
137
Covenant Multifamily Offices
Texas
$4.69M 18,252 -17 -0.1%
WAG
138
Winthrop Advisory Group
Massachusetts
$4.64M 18,204 -119 -0.6%
CIP
139
Chartwell Investment Partners
Pennsylvania
$4.48M 17,577 -2,090 -11%
FHB
140
First Hawaiian Bank
Hawaii
$4.32M 16,932 -1,465 -8%
LWMG
141
Levy Wealth Management Group
Pennsylvania
$4.31M 16,902 -107 -0.6%
SLT
142
St Louis Trust
Missouri
$4.25M 16,660 -20,842 -56%
C
143
Certuity
Florida
$4.21M 16,494 +14,976 +987%
CAM
144
Cozad Asset Management
Illinois
$4.05M 15,884 – –
LFS
145
Lutz Financial Services
Nebraska
$4.04M 15,832 – –
Stifel Financial
146
Stifel Financial
Missouri
$3.85M 15,084 -9,011 -37%
Prudential Financial
147
Prudential Financial
New Jersey
$3.77M 14,370 -1,912 -12%
SHGA
148
Sand Hill Global Advisors
California
$3.68M 14,425 – –
ECG
149
Edge Capital Group
Georgia
$3.67M 14,394 -417 -3%
BFC
150
Blue Fin Capital
Rhode Island
$3.61M 14,173 -218 -2%
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