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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.

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
1
Bank of New York Mellon
New York
$167M
2
Bank of America
2
Bank of America
North Carolina
$225M
3
Wells Fargo
3
Wells Fargo
California
$86.1M
4
LNWTC
4
Laird Norton Wetherby Trust Company
Washington
$18.1M
5
GWM
5
Geneos Wealth Management
Colorado
$29.1M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$681M
2
HF
2
HRT Financial
New York
$1.39M
3
BlackRock
3
BlackRock
New York
$204M
4
WI
4
WBI Investments
New Jersey
$0
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$153M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$681M 3,044,099 -352,208 -10%
Northern Trust
2
Northern Trust
Illinois
$243M 1,087,738 -13,333 -1%
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$238M 1,064,980 -14,024 -1%
Bank of America
4
Bank of America
North Carolina
$225M 1,008,450 +136,838 +16%
BlackRock
5
BlackRock
New York
$204M 913,043 -106,420 -10%
Ameriprise
6
Ameriprise
Minnesota
$181M 810,386 +34,020 +4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$167M 746,814 +484,702 +185%
P
8
Pitcairn
Pennsylvania
$165M 737,205 -24,644 -3%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$153M 684,835 -74,458 -10%
Goldman Sachs
10
Goldman Sachs
New York
$139M 621,075 -24,267 -4%
Morgan Stanley
11
Morgan Stanley
New York
$131M 584,856 -40,946 -7%
UBS Group
12
UBS Group
Switzerland
$123M 549,849 -4,249 -0.8%
Truist Financial
13
Truist Financial
North Carolina
$122M 545,764 +10,271 +2%
EK
14
Evensky & Katz
Florida
$112M 501,905 -10,184 -2%
Wells Fargo
15
Wells Fargo
California
$86.1M 384,965 +122,723 +47%
LPL Financial
16
LPL Financial
California
$84.8M 379,552 +5,374 +1%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$80.3M 359,377 +690 +0.2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$61.4M 274,702 +7,595 +3%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$58.6M 262,152 +4,149 +2%
GA
20
Geller Advisors
New York
$57M 299,746 – –
TFF
21
The Family Firm
Maryland
$52.9M 233,544 +4,140 +2%
TF
22
TLWM Financial
Texas
$48.5M 216,823 -205 -0.1%
Aviva
23
Aviva
United Kingdom
$47.2M 211,250 -6,753 -3%
ST
24
Sentinel Trust
Texas
$46.8M 209,314 +8,625 +4%
William Blair & Company
25
William Blair & Company
Illinois
$45.4M 202,970 -339 -0.2%
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