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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 %
PFP
301
Pinnacle Financial Partners
Tennessee
$1.04M +$1.04M +3,979 New
SIC
302
SJS Investment Consulting
Ohio
$1.04M -$68.5K -261 -6%
Thrivent Financial for Lutherans
303
Thrivent Financial for Lutherans
Minnesota
$1.03M +$1.03M +3,723 New
CRC
304
Curi RMB Capital
Illinois
$1.03M -$156K -596 -13%
PFA
305
Pure Financial Advisors
California
$1.03M +$95.3K +363 +10%
APG
306
Abacus Planning Group
South Carolina
$1.02M – – –
RSWM
307
Robertson Stephens Wealth Management
California
$1.01M +$642K +2,448 +174%
BTWM
308
Baker Tilly Wealth Management
Wisconsin
$1M +$42.5K +162 +4%
SWA
309
Stratos Wealth Advisors
Ohio
$999K +$999K +3,806 New
CCB
310
Country Club Bank
Missouri
$978K +$978K +3,675 New
PP
311
Prosperity Planning
Missouri
$974K – – –
ST
312
Sabal Trust
Florida
$971K +$17.1K +65 +2%
Janney Montgomery Scott
313
Janney Montgomery Scott
Pennsylvania
$949K -$386K -1,472 -29%
XF
314
XML Financial
Maryland
$934K +$2.36K +9 +0.3%
SW
315
SkyOak Wealth
Michigan
$925K -$3.94K -15 -0.4%
CAL
316
Capital Analysts LLC
Pennsylvania
$920K -$902K -3,436 -50%
SFO
317
Stokes Family Office
Louisiana
$918K – – –
CRWM
318
Castle Rock Wealth Management
California
$914K +$639K +2,475 +233%
CC
319
Cornerstone Capital
California
$912K +$236K +898 +35%
SBH
320
Segall Bryant & Hamill
Illinois
$908K +$908K +3,458 New
RMCM
321
Reynders McVeigh Capital Management
Massachusetts
$905K +$905K +3,451 New
WEG
322
World Equity Group
Illinois
$896K +$896K +3,414 New
CIA
323
Choate Investment Advisors
Massachusetts
$895K – – –
KA
324
Kovack Advisors
Florida
$889K +$46.2K +176 +5%
LFA
325
Legacy Financial Advisors
Kentucky
$887K +$46.4K +177 +6%
11 12
13
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