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iShares Russell 3000 ETF
IWV

Overview Fund Activity

584 hedge funds and large institutions have $6.33B invested in iShares Russell 3000 ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 152 increasing their positions, 194 reducing their positions, and 29 closing their positions.

Holders
584
Holders Change
+7
Holders Change %
+1.21%
% of All Funds
10.2%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.93%
New
51
Increased
152
Reduced
194
Closed
29
Calls
$1.64M
Puts
$1.61M
Net Calls
+$27K
Net Calls Change
-$544K

Top Buyers

1
CDIA
1
Capital Directions Investment Advisors
Georgia
$16.7M
2
ST
2
Sentinel Trust
Texas
$73M
3
NFG
3
Nations Financial Group
Iowa
$15.8M
4
PP
4
Pegasus Partners
Wisconsin
$48.1M
5
TRCT
5
Tower Research Capital (TRC)
New York
$9.97M

Top Sellers

1
Aviva
1
Aviva
United Kingdom
$31.2M
2
IWA
2
Intercontinental Wealth Advisors
Texas
$232K
3
SCM
3
SCS Capital Management
Massachusetts
$733M
4
Wells Fargo
4
Wells Fargo
California
$77.4M
5
P
5
Pitcairn
Pennsylvania
$178M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$733M 2,864,277 -74,819 -3%
BlackRock
2
BlackRock
New York
$270M 1,055,099 -19,550 -2%
Northern Trust
3
Northern Trust
Illinois
$269M 1,052,318 +3,811 +0.4%
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$262M 1,025,028 +28,428 +3%
Bank of America
5
Bank of America
North Carolina
$240M 939,029 -10,871 -1%
Ameriprise
6
Ameriprise
Minnesota
$203M 791,740 +34,731 +5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$187M 730,937 -1,257 -0.2%
P
8
Pitcairn
Pennsylvania
$178M 697,125 -25,657 -4%
Morgan Stanley
9
Morgan Stanley
New York
$160M 625,373 +23,454 +4%
Goldman Sachs
10
Goldman Sachs
New York
$160M 625,355 -21,393 -3%
UBS Group
11
UBS Group
Switzerland
$144M 564,027 +9,377 +2%
EK
12
Evensky & Katz
Florida
$121M 474,001 -4,114 -0.9%
LPL Financial
13
LPL Financial
California
$118M 459,858 +5,966 +1%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$104M 408,455 -14,014 -3%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$88.9M 347,470 -10,087 -3%
WA
16
WestEnd Advisors
North Carolina
– – -334 Closed
Wells Fargo
17
Wells Fargo
California
$77.4M 302,527 -57,304 -16%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$76.1M 297,379 +8,740 +3%
ST
19
Sentinel Trust
Texas
$73M 285,339 +61,970 +28%
TFF
20
The Family Firm
Maryland
$59.6M 232,971 -697 -0.3%
GA
21
Geller Advisors
New York
$57.4M 224,423 – –
TF
22
TLWM Financial
Texas
$53.2M 207,745 +112 +0.1%
William Blair & Company
23
William Blair & Company
Illinois
$51.2M 200,029 -488 -0.2%
CAM
24
Cresset Asset Management
Illinois
$48.8M 190,737 -86 -0%
Osaic Holdings
25
Osaic Holdings
Arizona
$48.7M 190,097 +5,868 +3%
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