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

Top Sellers

1
BlackRock
1
BlackRock
New York
$188M
2
SCM
2
SCS Capital Management
Massachusetts
$662M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Wells Fargo
4
Wells Fargo
California
$67.3M
5
WI
5
WBI Investments
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
301
IFG Advisory
Georgia
$1.14M -$144K -520 -11%
LBC
302
Lowe Brockenbrough & Co
Virginia
$1.13M +$154K +556 +16%
MPCG
303
Matrix Private Capital Group
New York
$1.12M -$99.9K -360 -8%
SSWM
304
Smith Salley Wealth Management
North Carolina
$1.12M -$56K -202 -5%
VCP
305
Vista Capital Partners
Oregon
$1.12M – – –
CPA
306
Court Place Advisors
Maryland
$1.1M -$37.2K -134 -3%
APG
307
Abacus Planning Group
South Carolina
$1.08M – – –
IWMA
308
Ironwood Wealth Management (Arizona)
Arizona
$1.08M – – –
DSA
309
Davis Selected Advisers
Arizona
$1.07M +$1.07M +3,859 New
RCS
310
Retirement Capital Strategies
California
$1.05M +$1.05M +3,784 New
LAS
311
LWM Advisory Services
Florida
$1.04M +$1.04M +3,741 New
AI
312
Atria Investments
North Carolina
$1.03M +$1.03M +3,726 New
PP
313
Prosperity Planning
Missouri
$1.03M -$101K -365 -9%
CCT
314
Country Club Trust
Missouri
$1.02M – – –
BTWM
315
Baker Tilly Wealth Management
Wisconsin
$1.01M -$63K -227 -6%
ST
316
Sabal Trust
Florida
$1.01M – – –
CCM
317
Coldstream Capital Management
Washington
$1.01M +$2.22K +8 +0.2%
OMC
318
Old Mission Capital
Illinois
$999K +$999K +3,600 New
PFA
319
Pure Financial Advisors
California
$989K -$10.8K -39 -1%
XF
320
XML Financial
Maryland
$985K – – –
SW
321
SkyOak Wealth
Michigan
$982K -$9.43K -34 -1%
CWM
322
Circle Wealth Management
New Jersey
$982K – – –
FNT
323
First National Trust
Pennsylvania
$982K +$443K +1,598 +82%
SFO
324
Stokes Family Office
Louisiana
$971K – – –
CIA
325
Choate Investment Advisors
Massachusetts
$946K – – –
11 12
13
14 15