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iShares Russell 3000 ETF
IWV

Overview Fund Activity

669 hedge funds and large institutions have $7.23B invested in iShares Russell 3000 ETF in 2021 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 176 increasing their positions, 174 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
+87
Holders Change %
+14.95%
% of All Funds
10.33%
Holding in Top 10
62
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+24%
% of All Funds
0.96%
New
126
Increased
176
Reduced
174
Closed
27
Calls
$3.42M
Puts
$18.2M
Net Calls
-$14.8M
Net Calls Change
-$14.5M

Top Buyers

1
AFIMH
American Family Insurance Mutual Holding
Wisconsin
$87.1M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$385M
3
LP
LGL Partners
Pennsylvania
$82M
4
Bank of America
Bank of America
North Carolina
$288M
5
KCM
Karp Capital Management
California
$53.7M

Top Sellers

1
BlackRock
BlackRock
New York
$188M
2
SCM
SCS Capital Management
Massachusetts
$662M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Wells Fargo
Wells Fargo
California
$67.3M
5
WI
WBI Investments
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
251
Apella Capital
Connecticut
$1.72M -$16.9K -61 -1%
LIG
252
Lokken Investment Group
Delaware
$1.71M +$8.33K +30 +0.5%
SPFA
253
Summit Place Financial Advisors
New Jersey
$1.7M – – –
VNIM
254
Vaughan Nelson Investment Management
Texas
$1.7M +$1.64M +5,914 +2,803%
MFT
255
Moisand Fitzgerald Tamayo
Florida
$1.7M – – –
RIM
256
Rockbridge Investment Management
New York
$1.68M +$38.6K +139 +2%
WA
257
Wealth Architects
California
$1.66M -$98.5K -355 -6%
PCIG
258
Partners Capital Investment Group
Massachusetts
$1.63M -$151K -543 -8%
EH
259
Equitable Holdings
New York
$1.63M +$120K +433 +8%
BAM
260
Berkshire Asset Management
Pennsylvania
$1.63M +$339K +1,221 +26%
Kayne Anderson Rudnick Investment Management
261
Kayne Anderson Rudnick Investment Management
California
$1.55M -$31.9K -115 -2%
HCM
262
Hollencrest Capital Management
California
$1.55M – – –
SW
263
SVB Wealth
Massachusetts
$1.52M -$417K -1,502 -21%
EVM
264
Eaton Vance Management
Massachusetts
$1.48M -$1.94K -7 -0.1%
Fuller & Thaler Asset Management
265
Fuller & Thaler Asset Management
California
$1.48M +$1.48M +5,315 New
PGA
266
Portland Global Advisors
Maine
$1.46M +$826K +2,975 +129%
WAL
267
W Advisors LLC
Tennessee
$1.44M +$1.44M +5,191 New
EPP
268
ETF Portfolio Partners
Kansas
$1.43M +$40.2K +145 +3%
JWCA
269
J.W. Cole Advisors
Florida
$1.43M +$1.43M +5,159 New
RhumbLine Advisers
270
RhumbLine Advisers
Massachusetts
$1.42M +$461K +1,661 +48%
Janney Montgomery Scott
271
Janney Montgomery Scott
Pennsylvania
$1.41M +$409K +1,472 +41%
GL
272
Graypoint LLC
New York
$1.4M +$555 +2 +0%
LWA
273
Lowe Wealth Advisors
Maryland
$1.4M – – –
HWM
274
HB Wealth Management
Georgia
$1.4M +$1.4M +5,034 New
FCM
275
Firestone Capital Management
Florida
$1.38M -$182K -656 -12%
9 10
11
12 13