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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 %
AWA
201
ARS Wealth Advisors
Florida
$2.04M -$71.8K -321 -3%
ZF
202
Zhang Financial
Michigan
$2.02M -$371K -1,658 -15%
IAN
203
Integrated Advisors Network
Texas
$1.95M – – –
CS
204
Credit Suisse
Switzerland
$1.94M -$113K -505 -5%
PCMC
205
Private Capital Management (Colorado)
Colorado
$1.94M +$2.68K +12 +0.1%
SSWM
206
Smith Salley Wealth Management
North Carolina
$1.91M -$169K -756 -8%
SA
207
SL Advisors
New Jersey
$1.89M -$251K -1,122 -12%
AA
208
Ashford Advisors
New York
$1.89M +$1.89M +8,460 New
BUB
209
BBVA USA Bancshares
Texas
$1.78M -$14.3K -64 -0.8%
FI
210
FormulaFolio Investments
Michigan
$1.76M +$571K +2,553 +48%
RhumbLine Advisers
211
RhumbLine Advisers
Massachusetts
$1.76M -$195K -873 -10%
PWM
212
PRW Wealth Management
Massachusetts
$1.66M -$38K -170 -2%
BFG
213
Beacon Financial Group
Texas
$1.64M – – –
LNB
214
Ledyard National Bank
$1.6M -$33.5K -150 -2%
SCG
215
Sonata Capital Group
Washington
$1.58M -$44.7K -200 -3%
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$1.54M +$1.43M +6,379 +1,307%
IAS
217
IMA Advisory Services
Colorado
$1.53M -$89.4K -400 -6%
Mercer Global Advisors
218
Mercer Global Advisors
Colorado
$1.52M +$740K +3,308 +95%
RSC
219
Red Spruce Capital
Pennsylvania
$1.51M -$70K -313 -4%
IIM
220
Ironwood Investment Management
Massachusetts
$1.51M -$5.59K -25 -0.4%
WA
221
Wealth Architects
California
$1.48M -$87K -389 -6%
BFM
222
Boston Financial Management
Massachusetts
$1.47M – – –
HCM
223
Hollencrest Capital Management
California
$1.47M – – –
CTC
224
Central Trust Company
Missouri
$1.44M -$13.6K -61 -0.9%
MWM
225
Modera Wealth Management
New Jersey
$1.44M +$19.2K +86 +1%
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