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iShares Russell 3000 ETF
IWV

Overview Fund Activity

577 hedge funds and large institutions have $5.78B invested in iShares Russell 3000 ETF in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 122 increasing their positions, 221 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+6
Holders Change %
+1.05%
% of All Funds
10.16%
Holding in Top 10
50
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.85%
% of All Funds
0.88%
New
46
Increased
122
Reduced
221
Closed
36
Calls
$845K
Puts
$274K
Net Calls
+$571K
Net Calls Change
-$12M

Top Buyers

1
BlackRock
BlackRock
New York
$255M
2
LPL Financial
LPL Financial
California
$108M
3
PP
Pegasus Partners
Wisconsin
$33.5M
4
QA
Quantitative Advantage
Minnesota
$38M
5
Osaic Holdings
Osaic Holdings
Arizona
$43.7M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$8.82M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$100M
3
SCM
SCS Capital Management
Massachusetts
$697M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$42.4M
5
PAS
Park Avenue Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
151
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.23M +$3.21M +13,551 +24,638%
JFG
152
JMG Financial Group
Illinois
$3.18M -$46.3K -195 -1%
LNWWM
153
Laird Norton Wetherby Wealth Management
California
$3.14M -$2.62M -11,056 -45%
TA
154
Trellis Advisors
Washington
$3.06M -$120K -505 -4%
WCM
155
Wealthcare Capital Management
Virginia
$3.05M – – –
V
156
Veritable
Delaware
$3.01M -$222K -935 -7%
PA
157
Planning Alternatives
Michigan
$3.01M – – –
SW
158
SVB Wealth
Massachusetts
$2.93M -$45.1K -190 -2%
BSW
159
Buckingham Strategic Wealth
Missouri
$2.9M -$82.8K -349 -3%
PSUF
160
People's United Financial
Connecticut
$2.85M -$58.1K -245 -2%
AllianceBernstein
161
AllianceBernstein
Tennessee
$2.84M – – –
SWA
162
Sax Wealth Advisors
New Jersey
$2.82M +$92.3K +389 +3%
CWM
163
Cahaba Wealth Management
Georgia
$2.8M -$103K -436 -4%
LC
164
LCNB Corp
Ohio
$2.8M -$47.4K -200 -2%
FNBOO
165
First National Bank of Omaha
Nebraska
$2.79M -$929K -3,916 -25%
JWA
166
JFS Wealth Advisors
Pennsylvania
$2.75M -$2.85K -12 -0.1%
RTS
167
Round Table Services
New Jersey
$2.72M +$112K +471 +4%
WSFS
168
Wilmington Savings Fund Society
Delaware
$2.7M -$80.7K -340 -3%
TWM
169
Tolleson Wealth Management
Texas
$2.69M – – –
AWM
170
Aries Wealth Management
Maine
$2.67M – – –
WT
171
Washington Trust
Rhode Island
$2.62M -$171K -722 -6%
TSS
172
Two Sigma Securities
New York
$2.61M +$1.75M +7,397 +205%
MFA
173
McClarren Financial Advisors
Pennsylvania
$2.57M -$62.9K -265 -2%
EP
174
EPIQ Partners
Minnesota
$2.55M +$154K +650 +6%
FHC
175
First Heartland Consultants
Missouri
$2.54M +$162K +684 +7%
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