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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 %
GL
276
Graypoint LLC
New York
$1.24M -$83.4K -318 -6%
MWA
277
Motive Wealth Advisors
Michigan
$1.24M -$693K -2,643 -36%
HF
278
HRT Financial
New York
$1.23M -$453K -1,725 -27%
IWM
279
IHT Wealth Management
Illinois
$1.19M -$4.46K -17 -0.4%
MCA
280
MSH Capital Advisors
Arizona
$1.18M -$15.5K -59 -1%
CTA
281
Chesley Taft & Associates
Illinois
$1.17M – – –
MA
282
MUFG Americas
New York
$1.17M – – –
CFO
283
CVA Family Office
Colorado
$1.15M – – –
KWM
284
Kingsview Wealth Management
Oregon
$1.15M +$1.15M +4,397 New
PGFC
285
Peapack-Gladstone Financial Corp
New Jersey
$1.14M +$11.5K +44 +1%
AIA
286
Alera Investment Advisors
Illinois
$1.14M – – –
HSBC Holdings
287
HSBC Holdings
United Kingdom
$1.13M +$860K +3,250 +320%
FCI
288
Financial Counselors Inc
Kansas
$1.12M – – –
HA
289
HC Advisors
Georgia
$1.12M – – –
GCA
290
Greenwood Capital Associates
South Carolina
$1.12M -$635K -2,408 -36%
DADC
291
D.A. Davidson & Co
Montana
$1.1M -$24.9K -95 -2%
ADL
292
Asset Dedication LLC
California
$1.1M – – –
PFS
293
Prospera Financial Services
Texas
$1.09M -$23.2K -88 -2%
IA
294
IFG Advisory
Georgia
$1.08M +$787 +3 +0.1%
MAC
295
Mason & Associates (California)
California
$1.08M -$52.5K -200 -5%
LBC
296
Lowe Brockenbrough & Co
Virginia
$1.07M – – –
MPCG
297
Matrix Private Capital Group
New York
$1.06M – – –
VCP
298
Vista Capital Partners
Oregon
$1.06M – – –
AI
299
Atria Investments
North Carolina
$1.05M +$74.3K +283 +8%
SSWM
300
Smith Salley Wealth Management
North Carolina
$1.05M -$11.3K -43 -1%
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