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iShares Russell 3000 ETF

573 hedge funds and large institutions have $5.72B invested in iShares Russell 3000 ETF in 2020 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 139 increasing their positions, 193 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

41,950% more call options, than puts

Call options by funds: $12.6M | Put options by funds: $30K

330% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 20

15% more capital invested

Capital invested by funds: $4.99B → $5.72B (+$727M)

11% more funds holding

Funds holding: 517573 (+56)

1.28% more ownership

Funds ownership: 52.72%54% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 5252 (0)

28% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 193

Holders
573
Holders Change
+56
Holders Change %
+10.83%
% of All Funds
10.14%
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.92%
New
86
Increased
139
Reduced
193
Closed
20
Calls
$12.6M
Puts
$30K
Net Calls
+$12.6M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
SCS Capital Management
Massachusetts
$681M -$74M -352,208 -10%
Northern Trust
2
Northern Trust
Illinois
$243M -$2.8M -13,333 -1%
JMPWA
3
JP Morgan Private Wealth Advisors
California
$238M -$2.95M -14,024 -1%
Bank of America
4
Bank of America
North Carolina
$225M +$28.7M +136,838 +16%
BlackRock
5
BlackRock
New York
$204M -$22.4M -106,420 -10%
Ameriprise
6
Ameriprise
Minnesota
$181M +$7.15M +34,020 +4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$167M +$102M +484,702 +185%
P
8
Pitcairn
Pennsylvania
$165M -$5.18M -24,644 -3%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$153M -$15.6M -74,458 -10%
Goldman Sachs
10
Goldman Sachs
New York
$139M -$5.1M -24,267 -4%
Morgan Stanley
11
Morgan Stanley
New York
$131M -$8.6M -40,946 -7%
UBS Group
12
UBS Group
Switzerland
$123M -$892K -4,249 -0.8%
Truist Financial
13
Truist Financial
North Carolina
$122M +$2.16M +10,271 +2%
EK
14
Evensky & Katz
Florida
$112M -$2.14M -10,184 -2%
Wells Fargo
15
Wells Fargo
California
$86.1M +$25.8M +122,723 +47%
LPL Financial
16
LPL Financial
California
$84.8M +$1.13M +5,374 +1%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$80.3M +$145K +690 +0.2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$61.4M +$1.6M +7,595 +3%
JP Morgan Chase
19
JP Morgan Chase
New York
$58.6M +$871K +4,149 +2%
GA
20
Geller Advisors
New York
$57M
TFF
21
The Family Firm
Maryland
$52.9M +$870K +4,140 +2%
TF
22
TLWM Financial
Texas
$48.5M -$43.1K -205 -0.1%
Aviva
23
Aviva
United Kingdom
$47.2M -$1.42M -6,753 -3%
ST
24
Sentinel Trust
Texas
$46.8M +$1.81M +8,625 +4%
William Blair & Company
25
William Blair & Company
Illinois
$45.4M -$71.2K -339 -0.2%

IWV Hedge Fund Activity: Q4 2020 in Review

573 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q4 2020, worth a combined $5.72B — up 15% from $4.99B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IWV positions and 20 closed out — a net gain of 66 holders — while 139 added to existing stakes and 193 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $102M. The largest seller was SCS Capital Management, cutting an estimated $74M.

  • 573 institutional investors held iShares Russell 3000 ETF (IWV) as of Q4 2020, up from 517 in Q3 2020.
  • Funds reported $5.72B of iShares Russell 3000 ETF stock for Q4 2020, up 15% quarter-over-quarter.
  • 86 funds opened new iShares Russell 3000 ETF positions in Q4 2020 and 20 closed out, a net change of +66 holders.
  • The largest iShares Russell 3000 ETF buyer in Q4 2020 was Bank of New York Mellon, an estimated $102M added.
  • The largest iShares Russell 3000 ETF seller in Q4 2020 was SCS Capital Management, an estimated $74M sold.

Based on aggregated 13F filings for Q4 2020.