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iShares Russell 3000 ETF
IWV

Overview Fund Activity

571 hedge funds and large institutions have $5.72B invested in iShares Russell 3000 ETF in 2020 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 139 increasing their positions, 193 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+55
Holders Change %
+10.66%
% of All Funds
10.13%
Holding in Top 10
52
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.92%
New
85
Increased
139
Reduced
193
Closed
20
Calls
$12.6M
Puts
$30K
Net Calls
+$12.6M
Net Calls Change
+$10.5M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$167M
2
Bank of America
2
Bank of America
North Carolina
$225M
3
Wells Fargo
3
Wells Fargo
California
$86.1M
4
GWM
4
Geneos Wealth Management
Colorado
$29.1M
5
QA
5
Quantitative Advantage
Minnesota
$21.1M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$681M
2
HF
2
HRT Financial
New York
$1.39M
3
BlackRock
3
BlackRock
New York
$204M
4
WI
4
WBI Investments
New Jersey
$0
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFS
151
Lutz Financial Services
Nebraska
$3.54M -$547K -2,445 -13%
FNBOO
152
First National Bank of Omaha
Nebraska
$3.51M +$1.17M +5,245 +50%
CWM
153
Cedar Wealth Management
California
$3.31M +$83.8K +375 +3%
ICMP
154
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.29M -$6.93K -31 -0.2%
SBSB
155
Sullivan, Bruyette, Speros & Blaney
Virginia
$3.24M +$131K +587 +4%
FLPIM
156
F.L. Putnam Investment Management
Massachusetts
$3.14M +$63.9K +286 +2%
KP
157
Keel Point
Alabama
$3.05M -$38.2K -171 -1%
V
158
Veritable
Delaware
$3.05M +$2.91K +13 +0.1%
JFG
159
JMG Financial Group
Illinois
$3.04M -$166K -741 -5%
TA
160
Trellis Advisors
Washington
$2.99M -$45.6K -204 -2%
Susquehanna International Group
161
Susquehanna International Group
Pennsylvania
$2.98M +$1.31M +5,862 +78%
BTWM
162
Baker Tilly Wealth Management
Wisconsin
$2.98M +$2.98M +13,341 New
SS
163
Simplicity Solutions
Minnesota
$2.93M +$294K +1,314 +11%
WCM
164
Wealthcare Capital Management
Virginia
$2.87M – – –
PA
165
Planning Alternatives
Michigan
$2.83M -$160K -714 -5%
CWM
166
Cahaba Wealth Management
Georgia
$2.83M -$22.4K -97 -0.8%
BSW
167
Buckingham Strategic Wealth
Missouri
$2.81M +$10.3K +46 +0.4%
SW
168
SVB Wealth
Massachusetts
$2.81M -$20.1K -90 -0.7%
ECG
169
EPIQ Capital Group
California
$2.8M +$10.5K +47 +0.4%
PSUF
170
People's United Financial
Connecticut
$2.74M +$25.7K +115 +0.9%
GCA
171
Greenwood Capital Associates
South Carolina
$2.73M -$4.85M -21,656 -64%
LC
172
LCNB Corp
Ohio
$2.68M -$452K -2,020 -14%
AllianceBernstein
173
AllianceBernstein
Tennessee
$2.68M +$70.6K +316 +3%
WT
174
Washington Trust
Rhode Island
$2.63M -$73.1K -327 -3%
WSFS
175
Wilmington Savings Fund Society
Delaware
$2.62M -$402K -1,800 -13%
5 6
7
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