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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 %
BUB
201
BBVA USA Bancshares
Texas
$1.88M -$12.6K -53 -0.7%
BFM
202
Boston Financial Management
Massachusetts
$1.86M +$296K +1,247 +19%
PWM
203
PRW Wealth Management
Massachusetts
$1.77M – – –
SCG
204
Sonata Capital Group
Washington
$1.68M – – –
CIC
205
Cornercap Investment Counsel
Georgia
$1.67M – – –
KeyBank National Association
206
KeyBank National Association
Ohio
$1.65M +$557K +2,350 +51%
BFG
207
Beacon Financial Group
Texas
$1.64M – – –
OFG
208
Oxford Financial Group
Indiana
$1.63M +$166K +698 +11%
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$1.63M – – –
IAS
210
IMA Advisory Services
Colorado
$1.62M -$6.17K -26 -0.4%
RSC
211
Red Spruce Capital
Pennsylvania
$1.62M +$19.9K +84 +1%
LNB
212
Ledyard National Bank
$1.61M -$87.1K -367 -5%
HF
213
HRT Financial
New York
$1.61M +$139K +587 +9%
IIM
214
Ironwood Investment Management
Massachusetts
$1.61M +$9.01K +38 +0.6%
CFN
215
Cordasco Financial Network
Florida
$1.53M +$26.1K +110 +2%
MWM
216
Modera Wealth Management
New Jersey
$1.53M -$3.08K -13 -0.2%
PCIG
217
Partners Capital Investment Group
Massachusetts
$1.52M – – –
CTC
218
Central Trust Company
Missouri
$1.51M -$20.2K -85 -1%
WA
219
Wealth Architects
California
$1.51M -$61K -257 -4%
AC
220
Apella Capital
Connecticut
$1.48M – – –
SPFA
221
Summit Place Financial Advisors
New Jersey
$1.46M -$51K -215 -3%
PI
222
Parkside Investments
Illinois
$1.46M -$931K -3,925 -39%
MFT
223
Moisand Fitzgerald Tamayo
Florida
$1.46M – – –
IBOK
224
Independence Bank of Kentucky
Kentucky
$1.43M +$28.5K +120 +2%
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$1.4M – – –
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9
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