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iShares Russell 3000 ETF
IWV

Overview Fund Activity

582 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, 200 reducing their positions, and 31 closing their positions.

Holders
582
Holders Change
-2
Holders Change %
-0.34%
% of All Funds
10.22%
Holding in Top 10
50
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.66%
% of All Funds
0.88%
New
40
Increased
124
Reduced
200
Closed
31
Calls
$2.93M
Puts
$3.26M
Net Calls
-$330K
Net Calls Change
-$357K

Top Buyers

1
FWM
1
FFT Wealth Management
Pennsylvania
$93.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$187M
3
New York State Common Retirement Fund
3
New York State Common Retirement Fund
New York
$24.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$22.1M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$24.6M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$632M
2
Aviva
2
Aviva
United Kingdom
$0
3
GA
3
Geller Advisors
New York
$32.1M
4
BlackRock
4
BlackRock
New York
$244M
5
Bank of America
5
Bank of America
North Carolina
$215M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$632M 2,478,202 -386,075 -13%
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$274M 1,076,158 +51,130 +5%
Northern Trust
3
Northern Trust
Illinois
$268M 1,050,875 -1,443 -0.1%
BlackRock
4
BlackRock
New York
$244M 956,914 -98,185 -9%
Bank of America
5
Bank of America
North Carolina
$215M 842,461 -96,568 -10%
Ameriprise
6
Ameriprise
Minnesota
$201M 788,381 -3,359 -0.4%
Morgan Stanley
7
Morgan Stanley
New York
$187M 734,954 +109,581 +18%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$182M 713,457 -17,480 -2%
P
9
Pitcairn
Pennsylvania
$177M 692,899 -4,226 -0.6%
Goldman Sachs
10
Goldman Sachs
New York
$164M 642,737 +17,382 +3%
UBS Group
11
UBS Group
Switzerland
$143M 561,096 -2,931 -0.5%
LPL Financial
12
LPL Financial
California
$126M 494,725 +34,867 +8%
EK
13
Evensky & Katz
Florida
$117M 457,639 -16,362 -3%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$105M 397,245 -11,210 -3%
FWM
15
FFT Wealth Management
Pennsylvania
$93.5M 366,887 +366,887 New
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$81.5M 319,964 -27,506 -8%
WA
17
WestEnd Advisors
North Carolina
– – – –
Wells Fargo
18
Wells Fargo
California
$76.8M 301,400 -1,127 -0.4%
ST
19
Sentinel Trust
Texas
$76.3M 299,324 +13,985 +5%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$66.8M 262,299 -35,080 -12%
TFF
21
The Family Firm
Maryland
$61.6M 229,308 -3,663 -2%
TF
22
TLWM Financial
Texas
$52M 204,092 -3,653 -2%
William Blair & Company
23
William Blair & Company
Illinois
$50.9M 199,751 -278 -0.1%
Osaic Holdings
24
Osaic Holdings
Arizona
$49.5M 194,317 +4,220 +2%
PP
25
Pegasus Partners
Wisconsin
$49.2M 193,079 +4,991 +3%
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