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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 %
CFA
176
Cahill Financial Advisors
Minnesota
$2.5M -$26.6K -112 -1%
ZF
177
Zhang Financial
Michigan
$2.48M +$335K +1,413 +16%
KP
178
Keel Point
Alabama
$2.45M -$786K -3,315 -24%
Natixis Advisors
179
Natixis Advisors
Massachusetts
$2.45M -$101K -427 -4%
CTI
180
Community Trust & Investment
Kentucky
$2.39M -$110K -465 -4%
SQA
181
Simon Quick Advisors
New Jersey
$2.38M -$49.3K -208 -2%
EWA
182
EP Wealth Advisors
California
$2.37M -$207K -872 -8%
MWM
183
Mission Wealth Management
California
$2.37M +$712 +3 +0%
CHC
184
City Holding Co
West Virginia
$2.34M +$44.8K +189 +2%
CWM
185
Cedar Wealth Management
California
$2.32M -$1.19M -5,019 -34%
CIBC Private Wealth Group
186
CIBC Private Wealth Group
Georgia
$2.3M +$77.1K +325 +3%
GW
187
GW & Wade
Massachusetts
$2.28M – – –
IFWM
188
Institute for Wealth Management
Colorado
$2.22M +$34.2K +144 +2%
PAG
189
Private Advisor Group
New Jersey
$2.22M -$162K -685 -7%
SAM
190
Silvercrest Asset Management
New York
$2.21M – – –
CS
191
Credit Suisse
Switzerland
$2.2M +$137K +578 +7%
CA
192
Cetera Advisors
Colorado
$2.19M -$24.7K -104 -1%
IAN
193
Integrated Advisors Network
Texas
$2.07M – – –
PCMC
194
Private Capital Management (Colorado)
Colorado
$2.07M +$10.4K +44 +0.5%
AWA
195
ARS Wealth Advisors
Florida
$2.02M -$139K -586 -6%
SA
196
SL Advisors
New Jersey
$2.01M – – –
AA
197
Ashford Advisors
New York
$2.01M – – –
GCA
198
Greenwood Capital Associates
South Carolina
$1.95M -$950K -4,001 -33%
RC
199
Rinet Company
Massachusetts
$1.94M -$488K -2,055 -20%
NPF
200
Norris Perne & French
Michigan
$1.88M +$422K +1,780 +29%
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