iShares Russell 3000 ETF
588 hedge funds and large institutions have $6.24B invested in iShares Russell 3000 ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 153 increasing their positions, 195 reducing their positions, and 29 closing their positions.
76% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 29
18% more capital inflows, than outflows
Capital inflows: $200M | Capital outflows: $169M
6% more funds holding in top 10
Funds holding in top 10: 50 → 53 (+3)
1% more funds holding
Funds holding: 581 → 588 (+7)
2% more call options, than puts
Call options by funds: $1.64M | Put options by funds: $1.61M
0.24% less ownership
Funds ownership: 52.71% → 52.47% (-0.24%)
22% less repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 195
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CDIA
Capital Directions Investment Advisors
Atlanta,
Georgia
|
+$16.2M |
| 2 |
Sentinel Trust
Houston,
Texas
|
+$15.4M |
| 3 |
Nations Financial Group
Cedar Rapids,
Iowa
|
+$14.9M |
| 4 |
Pegasus Partners
Mequon,
Wisconsin
|
+$11.7M |
| 5 |
Tower Research Capital (TRC)
New York
|
+$9.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aviva
London,
United Kingdom
|
-$26.6M |
| 2 |
Intercontinental Wealth Advisors
San Antonio,
Texas
|
-$18.9M |
| 3 |
SCS Capital Management
Boston,
Massachusetts
|
-$18.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$14.3M |
| 5 |
Pitcairn
Conshohocken,
Pennsylvania
|
-$6.4M |
IWV Hedge Fund Activity: Q2 2021 in Review
588 of the 5,770 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q2 2021, worth a combined $6.24B — up 8% from $5.78B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new IWV positions and 29 closed out — a net gain of 22 holders — while 153 added to existing stakes and 195 trimmed.
The largest buyer was Capital Directions Investment Advisors, opening a new position worth an estimated $16.2M. The largest seller was Aviva, cutting an estimated $26.6M.
- 588 institutional investors held iShares Russell 3000 ETF (IWV) as of Q2 2021, up from 581 in Q1 2021.
- Funds reported $6.24B of iShares Russell 3000 ETF stock for Q2 2021, up 8% quarter-over-quarter.
- 51 funds opened new iShares Russell 3000 ETF positions in Q2 2021 and 29 closed out, a net change of +22 holders.
- The largest iShares Russell 3000 ETF buyer in Q2 2021 was Capital Directions Investment Advisors, an estimated $16.2M added.
- The largest iShares Russell 3000 ETF seller in Q2 2021 was Aviva, an estimated $26.6M sold.
Based on aggregated 13F filings for Q2 2021.