IWV icon

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.

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
1
BlackRock
New York
$255M
2
LPL Financial
2
LPL Financial
California
$108M
3
PP
3
Pegasus Partners
Wisconsin
$33.5M
4
QA
4
Quantitative Advantage
Minnesota
$38M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$43.7M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$8.82M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$100M
3
SCM
3
SCS Capital Management
Massachusetts
$697M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$42.4M
5
PAS
5
Park Avenue Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$697M 2,939,096 -105,003 -3%
BlackRock
2
BlackRock
New York
$255M 1,074,649 +161,606 +18%
Northern Trust
3
Northern Trust
Illinois
$249M 1,048,507 -39,231 -4%
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$236M 996,600 -68,380 -6%
Bank of America
5
Bank of America
North Carolina
$225M 949,900 -58,550 -6%
Ameriprise
6
Ameriprise
Minnesota
$180M 757,009 -53,377 -7%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$174M 732,194 -14,620 -2%
P
8
Pitcairn
Pennsylvania
$171M 722,782 -14,423 -2%
Goldman Sachs
9
Goldman Sachs
New York
$153M 646,748 +25,673 +4%
Morgan Stanley
10
Morgan Stanley
New York
$143M 601,919 +17,063 +3%
UBS Group
11
UBS Group
Switzerland
$132M 554,650 +4,801 +0.9%
EK
12
Evensky & Katz
Florida
$113M 478,115 -23,790 -5%
LPL Financial
13
LPL Financial
California
$108M 453,892 +74,340 +20%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$100M 422,469 -262,366 -38%
Wells Fargo
15
Wells Fargo
California
$85.4M 359,831 -25,134 -7%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$84.8M 357,557 -1,820 -0.5%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$68.5M 288,639 +26,487 +10%
TFF
18
The Family Firm
Maryland
$55.4M 233,668 +124 +0.1%
Aviva
19
Aviva
United Kingdom
$54.3M 228,716 +17,466 +8%
GA
20
Geller Advisors
New York
$53.2M 224,423 -75,323 -25%
ST
21
Sentinel Trust
Texas
$53M 223,369 +14,055 +7%
TF
22
TLWM Financial
Texas
$49.3M 207,633 -9,190 -4%
William Blair & Company
23
William Blair & Company
Illinois
$47.6M 200,517 -2,453 -1%
CAM
24
Cresset Asset Management
Illinois
$45.3M 190,823 +280 +0.1%
BP
25
Ballentine Partners
Massachusetts
$44.9M 189,430 +26,936 +17%
1
2 3 4 5