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

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$681M
2
HF
HRT Financial
New York
$1.39M
3
BlackRock
BlackRock
New York
$204M
4
WI
WBI Investments
New Jersey
$0
5
Jones Financial Companies
Jones Financial Companies
Missouri
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
176
JFS Wealth Advisors
Pennsylvania
$2.59M -$20.1K -90 -0.8%
SWA
177
Sax Wealth Advisors
New Jersey
$2.57M +$2.57M +11,492 New
TWM
178
Tolleson Wealth Management
Texas
$2.53M -$17.4K -78 -0.7%
ZIM
179
Zacks Investment Management
Illinois
$2.51M +$2.51M +11,209 New
AWM
180
Aries Wealth Management
Maine
$2.48M – – –
RTS
181
Round Table Services
New Jersey
$2.46M – – –
MFA
182
McClarren Financial Advisors
Pennsylvania
$2.45M +$2.45M +11,114 New
AFAS
183
Acorn Financial Advisory Services
Virginia
$2.44M -$48.5K -217 -2%
EWA
184
EP Wealth Advisors
California
$2.43M -$46.9K -210 -2%
Natixis Advisors
185
Natixis Advisors
Massachusetts
$2.4M -$87.4K -391 -4%
CFA
186
Cahill Financial Advisors
Minnesota
$2.38M -$104K -465 -4%
CTI
187
Community Trust & Investment
Kentucky
$2.36M +$104K +465 +5%
SQA
188
Simon Quick Advisors
New Jersey
$2.29M -$52.3K -234 -2%
RC
189
Rinet Company
Massachusetts
$2.28M -$8.94K -40 -0.4%
EP
190
EPIQ Partners
Minnesota
$2.26M +$326K +1,457 +17%
PI
191
Parkside Investments
Illinois
$2.25M +$1.46M +6,525 +184%
FHC
192
First Heartland Consultants
Missouri
$2.24M +$338K +1,511 +18%
PAG
193
Private Advisor Group
New Jersey
$2.24M +$402K +1,801 +22%
MWM
194
Mission Wealth Management
California
$2.23M +$447 +2 +0%
CHC
195
City Holding Co
West Virginia
$2.16M -$116K -517 -5%
GW
196
GW & Wade
Massachusetts
$2.15M – – –
CIBC Private Wealth Group
197
CIBC Private Wealth Group
Georgia
$2.1M +$341K +1,523 +19%
CA
198
Cetera Advisors
Colorado
$2.08M -$48.3K -216 -2%
SAM
199
Silvercrest Asset Management
New York
$2.08M – – –
IFWM
200
Institute for Wealth Management
Colorado
$2.06M +$245K +1,096 +13%
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