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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 %
CCM
251
Cohen Capital Management
California
$1.6M +$1.6M +6,087 New
CTC
252
Central Trust Company
Missouri
$1.6M -$31.5K -120 -2%
WA
253
Wealth Architects
California
$1.57M – – –
PCIG
254
Partners Capital Investment Group
Massachusetts
$1.54M – – –
EH
255
Equitable Holdings
New York
$1.52M -$20.2K -77 -1%
Kayne Anderson Rudnick Investment Management
256
Kayne Anderson Rudnick Investment Management
California
$1.47M +$3.93K +15 +0.3%
HCM
257
Hollencrest Capital Management
California
$1.46M – – –
SW
258
SVB Wealth
Massachusetts
$1.45M +$6.29K +24 +0.4%
NF
259
Nvest Financial
New Hampshire
$1.43M +$1.43M +5,437 New
ASN
260
Advisory Services Network
Georgia
$1.41M +$235K +895 +20%
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$1.4M -$1.01M -3,848 -42%
LIG
262
Lokken Investment Group
Delaware
$1.4M -$76.6K -321 -5%
PGA
263
Portland Global Advisors
Maine
$1.38M – – –
EVM
264
Eaton Vance Management
Massachusetts
$1.38M -$15.5K -59 -1%
EPP
265
ETF Portfolio Partners
Kansas
$1.37M +$10.5K +40 +0.8%
JWCA
266
J.W. Cole Advisors
Florida
$1.34M -$13.4K -51 -1%
HWM
267
HB Wealth Management
Georgia
$1.32M – – –
LWA
268
Lowe Wealth Advisors
Maryland
$1.31M -$15.7K -60 -1%
FCM
269
Firestone Capital Management
Florida
$1.3M +$1.84K +7 +0.1%
WAL
270
W Advisors LLC
Tennessee
$1.28M -$82.6K -315 -6%
MCM
271
Manchester Capital Management
Vermont
$1.28M – – –
EWM
272
Empirical Wealth Management
Washington
$1.27M – – –
QCG
273
Quadrant Capital Group
Ohio
$1.26M -$4.98K -19 -0.4%
GLLW
274
Graves Light Lenhart Wealth
Virginia
$1.25M – – –
AWS
275
Atria Wealth Solutions
New York
$1.25M +$1.25M +4,747 New
9 10
11
12 13