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iShares Russell 3000 ETF
IWV

Overview Fund Activity

656 hedge funds and large institutions have $6.69B invested in iShares Russell 3000 ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 180 increasing their positions, 215 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
-13
Holders Change %
-1.94%
% of All Funds
10.38%
Holding in Top 10
56
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.68%
% of All Funds
0.89%
New
53
Increased
180
Reduced
215
Closed
61
Calls
$5.48M
Puts
$5.01M
Net Calls
+$468K
Net Calls Change
+$15.3M

Top Buyers

1
AFIMH
American Family Insurance Mutual Holding
Wisconsin
$155M
2
CG
Colony Group
Massachusetts
$46.7M
3
Cerity Partners
Cerity Partners
New York
$24.2M
4
PAG
Private Advisor Group
New Jersey
$18.7M
5
WI
WBI Investments
New Jersey
$12.8M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$295M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$46.5M
3
KCM
Karp Capital Management
California
$0
4
Bank of America
Bank of America
North Carolina
$237M
5
CFA
Camarda Financial Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
226
Private Capital Management (Colorado)
Colorado
$1.98M -$188K -718 -9%
IBOK
227
Independence Bank of Kentucky
Kentucky
$1.93M +$39.4K +150 +2%
CCA
228
Column Capital Advisors
Indiana
$1.89M -$1.35M -5,159 -42%
OFG
229
Oxford Financial Group
Indiana
$1.89M – – –
HFS
230
Heritage Financial Services
Massachusetts
$1.86M -$32.5K -124 -2%
SCG
231
Sonata Capital Group
Washington
$1.86M – – –
CIC
232
Cornercap Investment Counsel
Georgia
$1.85M +$1.85M +7,050 New
LNB
233
Ledyard National Bank
$1.84M -$2.62K -10 -0.1%
9WM
234
9258 Wealth Management
Ohio
$1.81M +$947K +3,611 +109%
IAS
235
IMA Advisory Services
Colorado
$1.79M – – –
TFCP
236
Twin Focus Capital Partners
Massachusetts
$1.77M +$26.2K +100 +2%
RP
237
Riverbridge Partners
Minnesota
$1.74M +$1.74M +6,649 New
SAM
238
Silvercrest Asset Management
New York
$1.74M – – –
SC
239
Savant Capital
Illinois
$1.72M -$9.71K -37 -0.6%
RSC
240
Red Spruce Capital
Pennsylvania
$1.72M -$2.62K -10 -0.2%
KP
241
Keel Point
Alabama
$1.69M +$787 +3 +0%
CFN
242
Cordasco Financial Network
Florida
$1.66M -$102K -390 -6%
BFG
243
Beacon Financial Group
Texas
$1.64M – – –
RIM
244
Rockbridge Investment Management
New York
$1.64M +$44.2K +168 +3%
TF
245
Trek Financial
Arizona
$1.62M -$9.45K -36 -0.6%
WPC
246
Wedmont Private Capital
Pennsylvania
$1.62M +$1.62M +6,088 New
SPFA
247
Summit Place Financial Advisors
New Jersey
$1.61M – – –
CWM
248
C2C Wealth Management
Arizona
$1.61M – – –
SPC
249
Sigma Planning Corp
Michigan
$1.6M -$104K -398 -6%
AC
250
Apella Capital
Connecticut
$1.6M -$21K -80 -1%
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