iShares Russell 3000 ETF
584 hedge funds and large institutions have $6.2B invested in iShares Russell 3000 ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 124 increasing their positions, 201 reducing their positions, and 31 closing their positions.
29% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 31
0.21% less ownership
Funds ownership: 52.46% → 52.25% (-0.21%)
0% less funds holding
Funds holding: 586 → 584 (-2)
2% less capital invested
Capital invested by funds: $6.33B → $6.2B (-$128M)
6% less funds holding in top 10
Funds holding in top 10: 53 → 50 (-3)
10% less call options, than puts
Call options by funds: $2.93M | Put options by funds: $3.26M
38% less repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 201
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
FFT Wealth Management
Philadelphia,
Pennsylvania
|
+$96.1M |
| 2 |
Morgan Stanley
New York
|
+$28.7M |
| 3 |
New York State Common Retirement Fund
Albany,
New York
|
+$21.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$19M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$17.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$101M |
| 2 |
Aviva
London,
United Kingdom
|
-$31.2M |
| 3 |
GA
Geller Advisors
New York
|
-$25.7M |
| 4 |
BlackRock
New York
|
-$25.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$25.3M |
IWV Hedge Fund Activity: Q3 2021 in Review
584 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q3 2021, worth a combined $6.2B — down 2% from $6.33B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new IWV positions and 31 closed out — a net gain of 9 holders — while 124 added to existing stakes and 201 trimmed.
The largest buyer was FFT Wealth Management, opening a new position worth an estimated $96.1M. The largest seller was SCS Capital Management, cutting an estimated $101M.
- 584 institutional investors held iShares Russell 3000 ETF (IWV) as of Q3 2021, down from 586 in Q2 2021.
- Funds reported $6.2B of iShares Russell 3000 ETF stock for Q3 2021, down 2% quarter-over-quarter.
- 40 funds opened new iShares Russell 3000 ETF positions in Q3 2021 and 31 closed out, a net change of +9 holders.
- The largest iShares Russell 3000 ETF buyer in Q3 2021 was FFT Wealth Management, an estimated $96.1M added.
- The largest iShares Russell 3000 ETF seller in Q3 2021 was SCS Capital Management, an estimated $101M sold.
Based on aggregated 13F filings for Q3 2021.