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iShares Russell 3000 ETF
IWV

Overview Fund Activity

584 hedge funds and large institutions have $6.33B invested in iShares Russell 3000 ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 152 increasing their positions, 194 reducing their positions, and 29 closing their positions.

Holders
584
Holders Change
+7
Holders Change %
+1.21%
% of All Funds
10.2%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.93%
New
51
Increased
152
Reduced
194
Closed
29
Calls
$1.64M
Puts
$1.61M
Net Calls
+$27K
Net Calls Change
-$544K

Top Buyers

1
CDIA
1
Capital Directions Investment Advisors
Georgia
$16.7M
2
ST
2
Sentinel Trust
Texas
$73M
3
NFG
3
Nations Financial Group
Iowa
$15.8M
4
PP
4
Pegasus Partners
Wisconsin
$48.1M
5
TRCT
5
Tower Research Capital (TRC)
New York
$9.97M

Top Sellers

1
Aviva
1
Aviva
United Kingdom
$31.2M
2
IWA
2
Intercontinental Wealth Advisors
Texas
$232K
3
SCM
3
SCS Capital Management
Massachusetts
$733M
4
Wells Fargo
4
Wells Fargo
California
$77.4M
5
P
5
Pitcairn
Pennsylvania
$178M
Name Market Value Shares Shares
Change 		Shares
Change %
BFC
151
Blue Fin Capital
Rhode Island
$3.68M 14,391 -1,099 -7%
BTWM
152
Baker Tilly Wealth Management
Wisconsin
$3.66M 14,315 -370 -3%
Citigroup
153
Citigroup
New York
$3.54M 13,844 -3,419 -20%
FLPIM
154
F.L. Putnam Investment Management
Massachusetts
$3.49M 13,627 -401 -3%
JFGIW
155
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.38M 13,198 -408 -3%
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$3.34M 13,034 +7,181 +123%
WCM
157
Wealthcare Capital Management
Virginia
$3.29M 12,837 -2 -0%
JFG
158
JMG Financial Group
Illinois
$3.28M 12,831 -584 -4%
V
159
Veritable
Delaware
$3.28M 12,810 +110 +0.9%
AllianceBernstein
160
AllianceBernstein
Tennessee
$3.27M 12,794 +819 +7%
PA
161
Planning Alternatives
Michigan
$3.24M 12,668 – –
BSW
162
Buckingham Strategic Wealth
Missouri
$3.17M 12,371 +131 +1%
TA
163
Trellis Advisors
Washington
$3.16M 12,332 -550 -4%
EWA
164
EP Wealth Advisors
California
$3.14M 12,257 +2,266 +23%
New York State Common Retirement Fund
165
New York State Common Retirement Fund
New York
$3.07M 11,975 +11,975 New
CWM
166
Cahaba Wealth Management
Georgia
$3.03M 11,634 -188 -2%
SIM
167
Strategic Investment Management
Virginia
$3M 11,715 -9,085 -44%
SWA
168
Sax Wealth Advisors
New Jersey
$2.99M 11,669 -212 -2%
LC
169
LCNB Corp
Ohio
$2.97M 11,617 -175 -1%
TWM
170
Tolleson Wealth Management
Texas
$2.97M 11,608 +279 +2%
WSFS
171
Wilmington Savings Fund Society
Delaware
$2.92M 11,393 – –
JWA
172
JFS Wealth Advisors
Pennsylvania
$2.85M 11,142 -434 -4%
Natixis Advisors
173
Natixis Advisors
Massachusetts
$2.81M 10,972 +653 +6%
FNBOO
174
First National Bank of Omaha
Nebraska
$2.79M 11,768 – –
WT
175
Washington Trust
Rhode Island
$2.78M 10,843 -193 -2%
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