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iShares Russell 3000 ETF

586 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, 153 increasing their positions, 195 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 29

10% more capital invested

Capital invested by funds: $5.78B → $6.33B (+$550M)

6% more funds holding in top 10

Funds holding in top 10: 5053 (+3)

1% more funds holding

Funds holding: 579586 (+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: 52.7%52.46% (-0.24%)

22% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 195

Holders
586
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
0.92%
New
51
Increased
153
Reduced
195
Closed
29
Calls
$1.64M
Puts
$1.61M
Net Calls
+$27K
Net Calls Change
-$544K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
SCS Capital Management
Massachusetts
$733M -$18.7M -74,819 -3%
BlackRock
2
BlackRock
New York
$270M -$4.87M -19,550 -2%
Northern Trust
3
Northern Trust
Illinois
$269M +$950K +3,811 +0.4%
JMPWA
4
JP Morgan Private Wealth Advisors
California
$262M +$7.09M +28,428 +3%
Bank of America
5
Bank of America
North Carolina
$240M -$2.71M -10,871 -1%
Ameriprise
6
Ameriprise
Minnesota
$203M +$8.66M +34,731 +5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$187M -$313K -1,257 -0.2%
P
8
Pitcairn
Pennsylvania
$178M -$6.4M -25,657 -4%
Morgan Stanley
9
Morgan Stanley
New York
$160M +$5.85M +23,454 +4%
Goldman Sachs
10
Goldman Sachs
New York
$160M -$5.33M -21,393 -3%
UBS Group
11
UBS Group
Switzerland
$144M +$2.34M +9,377 +2%
EK
12
Evensky & Katz
Florida
$121M -$1.03M -4,114 -0.9%
LPL Financial
13
LPL Financial
California
$118M +$1.49M +5,966 +1%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$104M -$3.49M -14,014 -3%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$88.9M -$2.51M -10,087 -3%
WA
16
WestEnd Advisors
North Carolina
$85.5M -$83.3K -334 Closed
Wells Fargo
17
Wells Fargo
California
$77.4M -$14.3M -57,304 -16%
JP Morgan Chase
18
JP Morgan Chase
New York
$76.1M +$2.18M +8,740 +3%
ST
19
Sentinel Trust
Texas
$73M +$15.4M +61,970 +28%
TFF
20
The Family Firm
Maryland
$59.6M -$174K -697 -0.3%
GA
21
Geller Advisors
New York
$57.4M
TF
22
TLWM Financial
Texas
$53.2M +$27.9K +112 +0.1%
William Blair & Company
23
William Blair & Company
Illinois
$51.2M -$122K -488 -0.2%
CAM
24
Cresset Asset Management
Illinois
$48.8M -$21.4K -86 -0%
Osaic Holdings
25
Osaic Holdings
Arizona
$48.6M +$1.46M +5,868 +3%

IWV Hedge Fund Activity: Q2 2021 in Review

586 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q2 2021, worth a combined $6.33B — up 9.5% 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.

  • 586 institutional investors held iShares Russell 3000 ETF (IWV) as of Q2 2021, up from 579 in Q1 2021.
  • Funds reported $6.33B of iShares Russell 3000 ETF stock for Q2 2021, up 9.5% 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.