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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 %
AA
201
Ashford Advisors
New York
$2.14M 8,377 -83 -1%
BFM
202
Boston Financial Management
Massachusetts
$2.07M 8,094 +255 +3%
RC
203
Rinet Company
Massachusetts
$2.07M 8,086 -70 -0.9%
EW
204
Evoke Wealth
California
$2.06M 8,031 +5,738 +250%
CCWA
205
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.04M 7,965 +7,965 New
NPF
206
Norris Perne & French
Michigan
$2.03M 7,930 – –
SW
207
SVB Wealth
Massachusetts
$1.96M 7,642 -4,726 -38%
KP
208
Keel Point
Alabama
$1.92M 7,509 -2,827 -27%
WAM
209
World Asset Management
Michigan
$1.89M 7,387 +2,832 +62%
PI
210
Parkside Investments
Illinois
$1.88M 7,360 +1,220 +20%
BFG
211
Beacon Financial Group
Texas
$1.83M 7,131 – –
SCG
212
Sonata Capital Group
Washington
$1.81M 7,075 – –
LNB
213
Ledyard National Bank
$1.81M 7,069 +276 +4%
BCM
214
Brookstone Capital Management
Illinois
$1.81M 6,975 +3,901 +127%
CIC
215
Cornercap Investment Counsel
Georgia
$1.8M 7,050 – –
IBOK
216
Independence Bank of Kentucky
Kentucky
$1.8M 7,020 +1,005 +17%
KeyBank National Association
217
KeyBank National Association
Ohio
$1.78M 6,948 – –
GCA
218
Greenwood Capital Associates
South Carolina
$1.77M 6,896 -1,299 -16%
OFG
219
Oxford Financial Group
Indiana
$1.76M 6,879 – –
FH
220
FWG Holdings
Florida
$1.76M 6,877 +6,877 New
Rockefeller Capital Management
221
Rockefeller Capital Management
New York
$1.76M 6,867 – –
IAS
222
IMA Advisory Services
Colorado
$1.75M 6,826 – –
IIM
223
Ironwood Investment Management
Massachusetts
$1.73M 6,775 +5 +0.1%
BU
224
BBVA USA
Alabama
$1.73M 6,776 +6,776 New
CIBC Private Wealth Group
225
CIBC Private Wealth Group
Georgia
$1.72M 6,708 -3,000 -31%
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9
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