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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 %
MA
276
Mutual Advisors
Nebraska
$1.36M -$13.3K -48 -1%
MCM
277
Manchester Capital Management
Vermont
$1.35M – – –
EWM
278
Empirical Wealth Management
Washington
$1.34M +$1.34M +4,828 New
QCG
279
Quadrant Capital Group
Ohio
$1.34M +$1.33M +4,800 +43,636%
AIM
280
Allen Investment Management
New York
$1.33M – – –
GLLW
281
Graves Light Lenhart Wealth
Virginia
$1.33M – – –
CTA
282
Chesley Taft & Associates
Illinois
$1.28M +$833 +3 +0.1%
AP
283
Agilis Partners
Massachusetts
$1.28M +$1.28M +4,614 New
MCA
284
MSH Capital Advisors
Arizona
$1.27M +$1.27M +4,560 New
IWM
285
IHT Wealth Management
Illinois
$1.26M -$26.1K -94 -2%
CRC
286
Curi RMB Capital
Illinois
$1.26M +$525K +1,893 +72%
CWM
287
Congress Wealth Management
Massachusetts
$1.25M +$1.25M +4,520 New
ASN
288
Advisory Services Network
Georgia
$1.25M -$48.6K -175 -4%
MA
289
MUFG Americas
New York
$1.23M – – –
CFO
290
CVA Family Office
Colorado
$1.22M – – –
AIA
291
Alera Investment Advisors
Illinois
$1.21M – – –
PGFC
292
Peapack-Gladstone Financial Corp
New Jersey
$1.2M – – –
MAC
293
Mason & Associates (California)
California
$1.2M +$1.2M +4,309 New
DADC
294
D.A. Davidson & Co
Montana
$1.19M -$178K -643 -13%
FCI
295
Financial Counselors Inc
Kansas
$1.19M – – –
HA
296
HC Advisors
Georgia
$1.19M – – –
PFS
297
Prospera Financial Services
Texas
$1.17M -$13.4K -48 -1%
SIC
298
SJS Investment Consulting
Ohio
$1.17M +$1.17M +4,222 New
ADL
299
Asset Dedication LLC
California
$1.17M – – –
BPWM
300
Badgley Phelps Wealth Managers
Washington
$1.14M +$214K +772 +23%
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12
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