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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 %
DIA
351
Dana Investment Advisors
Wisconsin
$763K +$31.1K +112 +4%
MGIA
352
Moneta Group Investment Advisors
Missouri
$749K +$230K +827 +44%
ST
353
Spinnaker Trust
Maine
$748K – – –
SFWC
354
Strategic Family Wealth Counselors
New Jersey
$742K – – –
SC
355
Scotia Capital
Ontario, Canada
$739K +$202K +728 +38%
FCBT
356
First Citizens Bank & Trust
North Carolina
$738K -$422K -1,522 -36%
Neuberger Berman Group
357
Neuberger Berman Group
New York
$738K +$11.1K +40 +2%
Cetera Investment Advisers
358
Cetera Investment Advisers
Illinois
$732K +$15.3K +55 +2%
CCMG
359
Clark Capital Management Group
Pennsylvania
$729K +$729K +2,628 New
CC
360
Cornerstone Capital
California
$715K +$223K +803 +45%
CL
361
CPWM LLC
Washington
$713K – – –
PP
362
PrairieView Partners
Minnesota
$709K – – –
EIP
363
Ellis Investment Partners
Pennsylvania
$692K +$555 +2 +0.1%
RRCM
364
Rappaport Reiches Capital Management
Illinois
$686K -$15.3K -55 -2%
AssetMark Inc
365
AssetMark Inc
California
$685K -$26.9K -97 -4%
GC
366
Gould Capital
Washington
$685K +$685K +2,469 New
AA
367
Ashford Advisors
New York
$670K -$1.66M -5,964 -71%
HR
368
Howe & Rusling
New York
$663K -$26.1K -94 -4%
PAS
369
Park Avenue Securities
New York
$662K +$662K +2,387 New
BRWA
370
B. Riley Wealth Advisors
Florida
$657K – – –
GC
371
Gibson Capital
Pennsylvania
$647K – – –
MCM
372
MAI Capital Management
Ohio
$644K +$644K +2,321 New
DFC
373
DBK Financial Counsel
Ohio
$637K +$637K +2,295 New
CWM
374
Collaborative Wealth Management
Florida
$635K +$635K +2,289 New
WSTAM
375
Wilbanks Smith & Thomas Asset Management
Virginia
$623K -$8.88K -32 -1%
13 14
15
16 17