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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 %
BAM
326
Beaumont Asset Management
Texas
$940K – – –
CCM
327
Chilton Capital Management
Texas
$931K +$66.9K +241 +8%
SEI Investments
328
SEI Investments
Pennsylvania
$917K +$917K +3,304 New
9WM
329
9258 Wealth Management
Ohio
$916K +$916K +3,301 New
GIA
330
GHP Investment Advisors
Colorado
$912K +$555 +2 +0.1%
EWM
331
Evercore Wealth Management
New York
$901K +$34.7K +125 +4%
RCAG
332
Rehmann Capital Advisory Group
Michigan
$897K +$244K +880 +37%
KA
333
Kovack Advisors
Florida
$892K -$40K -144 -4%
LFA
334
Legacy Financial Advisors
Kentucky
$889K -$36.9K -133 -4%
MCA
335
Martin Capital Advisors
Texas
$862K +$862K +3,105 New
CS
336
Comerica Securities
Michigan
$855K – – –
HWAM
337
Hennion & Walsh Asset Management
New Jersey
$852K -$94.3K -340 -10%
RPGK
338
Retirement Planning Group (Kansas)
Kansas
$852K – – –
AWM
339
AE Wealth Management
Kansas
$850K +$244K +879 +40%
EAM
340
Evanson Asset Management
California
$844K – – –
WAP
341
Wealthcare Advisory Partners
Pennsylvania
$838K -$11.1K -40 -1%
LJHT
342
Laurie J. Hall Trustee
$836K +$33.3K +120 +4%
DAS
343
Dynamic Advisor Solutions
Arizona
$831K -$6.1K -22 -0.7%
WS
344
Wedbush Securities
California
$825K +$334K +1,203 +68%
FNC
345
First National Corp
Massachusetts
$805K – – –
BEC
346
Blue Edge Capital
Virginia
$793K – – –
WMP
347
Wealth Management Partners
Arizona
$789K +$37.1K +141 +5%
JWM
348
Jackson Wealth Management
Florida
$777K +$777K +2,801 New
CAM
349
Congress Asset Management
Massachusetts
$774K +$774K +2,790 New
SMA
350
Sage Mountain Advisors
Georgia
$765K – – –
12 13
14
15 16