iShares Russell 3000 ETF
579 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, 123 increasing their positions, 221 reducing their positions, and 36 closing their positions.
208% more call options, than puts
Call options by funds: $845K | Put options by funds: $274K
28% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 36
1% more funds holding
Funds holding: 573 → 579 (+6)
1% more capital invested
Capital invested by funds: $5.72B → $5.78B (+$61.7M)
1.3% less ownership
Funds ownership: 54% → 52.7% (-1.3%)
4% less funds holding in top 10
Funds holding in top 10: 52 → 50 (-2)
44% less repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 221
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$37.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$17.3M |
| 3 |
PP
Pegasus Partners
Mequon,
Wisconsin
|
+$16.1M |
| 4 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$15.2M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$9.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$118M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$60.9M |
| 3 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$24.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$22.3M |
| 5 |
PAS
Park Avenue Securities
New York
|
-$22M |
IWV Hedge Fund Activity: Q1 2021 in Review
579 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q1 2021, worth a combined $5.78B — up 1.1% from $5.72B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new IWV positions and 36 closed out — a net gain of 10 holders — while 123 added to existing stakes and 221 trimmed.
The largest buyer was BlackRock, adding an estimated $37.5M. The largest seller was Truist Financial, cutting an estimated $118M.
- 579 institutional investors held iShares Russell 3000 ETF (IWV) as of Q1 2021, up from 573 in Q4 2020.
- Funds reported $5.78B of iShares Russell 3000 ETF stock for Q1 2021, up 1.1% quarter-over-quarter.
- 46 funds opened new iShares Russell 3000 ETF positions in Q1 2021 and 36 closed out, a net change of +10 holders.
- The largest iShares Russell 3000 ETF buyer in Q1 2021 was BlackRock, an estimated $37.5M added.
- The largest iShares Russell 3000 ETF seller in Q1 2021 was Truist Financial, an estimated $118M sold.
Based on aggregated 13F filings for Q1 2021.