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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 %
SMA
351
Sage Mountain Advisors
Georgia
$750K +$27.5K +105 +4%
BEC
352
Blue Edge Capital
Virginia
$749K – – –
CPA
353
Court Place Advisors
Maryland
$749K -$287K -1,095 -28%
HWAM
354
Hennion & Walsh Asset Management
New Jersey
$749K -$56.4K -215 -7%
WMP
355
Wealth Management Partners
Arizona
$741K – – –
JWM
356
Jackson Wealth Management
Florida
$735K – – –
Neuberger Berman Group
357
Neuberger Berman Group
New York
$732K +$34.4K +131 +5%
MGIA
358
Moneta Group Investment Advisors
Missouri
$715K +$6.82K +26 +1%
DIA
359
Dana Investment Advisors
Wisconsin
$707K -$14.4K -55 -2%
ST
360
Spinnaker Trust
Maine
$707K – – –
SFWC
361
Strategic Family Wealth Counselors
New Jersey
$702K – – –
SC
362
Scotia Capital
Ontario, Canada
$699K +$525 +2 +0.1%
AAS
363
Avantax Advisory Services
Texas
$696K +$129K +492 +23%
FCBT
364
First Citizens Bank & Trust
North Carolina
$691K -$6.56K -25 -0.9%
WFA
365
Wade Financial Advisory
California
$677K +$328K +1,250 +94%
PP
366
PrairieView Partners
Minnesota
$670K – – –
Cetera Investment Advisers
367
Cetera Investment Advisers
Illinois
$668K -$23.9K -91 -3%
EIP
368
Ellis Investment Partners
Pennsylvania
$654K +$524 +2 +0.1%
RRCM
369
Rappaport Reiches Capital Management
Illinois
$653K – – –
SWP
370
Stratos Wealth Partners
Ohio
$652K +$652K +2,484 New
LB
371
Leo Brokerage
Texas
$647K +$647K +2,467 New
CL
372
CPWM LLC
Washington
$643K -$91.6K -349 -12%
HR
373
Howe & Rusling
New York
$639K +$11.6K +44 +2%
RCAG
374
Rehmann Capital Advisory Group
Michigan
$635K -$213K -812 -25%
MFT
375
Moisand Fitzgerald Tamayo
Florida
$633K -$971K -3,700 -61%
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