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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 %
CWM
326
Circle Wealth Management
New Jersey
$880K -$48.6K -185 -5%
CCM
327
Chilton Capital Management
Texas
$875K -$5.51K -21 -0.6%
IWMA
328
Ironwood Wealth Management (Arizona)
Arizona
$873K -$145K -552 -14%
GIA
329
GHP Investment Advisors
Colorado
$862K +$262 +1 +0%
AWM
330
AE Wealth Management
Kansas
$853K +$50.3K +192 +6%
EWM
331
Evercore Wealth Management
New York
$852K – – –
MCM
332
MAI Capital Management
Ohio
$822K +$213K +811 +35%
LAS
333
LWM Advisory Services
Florida
$814K -$168K -640 -17%
BAM
334
Beaumont Asset Management
Texas
$811K -$78.2K -298 -9%
CS
335
Comerica Securities
Michigan
$809K – – –
NEWAS
336
N.E.W. Advisory Services
Wisconsin
$809K +$437K +1,845 +117%
RPGK
337
Retirement Planning Group (Kansas)
Kansas
$806K – – –
MFA
338
Mayflower Financial Advisors
Massachusetts
$803K +$400K +1,523 +99%
VWA
339
Visionary Wealth Advisors
Illinois
$802K +$802K +3,056 New
FPAS
340
Focus Partners Advisor Solutions
Missouri
$802K +$802K +3,060 New
BPWM
341
Badgley Phelps Wealth Managers
Washington
$799K -$279K -1,064 -26%
EAM
342
Evanson Asset Management
California
$798K – – –
WAP
343
Wealthcare Advisory Partners
Pennsylvania
$793K – – –
VA
344
Valmark Advisers
Ohio
$791K +$337K +1,284 +74%
LJHT
345
Laurie J. Hall Trustee
$790K – – –
DAS
346
Dynamic Advisor Solutions
Arizona
$790K +$3.94K +15 +0.5%
MCA
347
Martin Capital Advisors
Texas
$788K -$26.2K -100 -3%
FNC
348
First National Corp
Massachusetts
$761K – – –
WS
349
Wedbush Securities
California
$759K -$21K -80 -3%
CIC
350
Carnegie Investment Counsel
Ohio
$756K +$289K +1,100 +62%
12 13
14
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