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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 %
CFA
376
Capstone Financial Advisors
Illinois
$620K +$3.88K +14 +0.6%
GT
377
Glenview Trust
Kentucky
$615K +$47.7K +172 +8%
NED
378
Nancy E. Dempze
$612K +$612K +2,205 New
TGAM
379
TBH Global Asset Management
Tennessee
$604K – – –
AAS
380
Avantax Advisory Services
Texas
$600K +$23K +83 +4%
BNP Paribas Financial Markets
381
BNP Paribas Financial Markets
France
$599K +$599K +2,159 New
CT
382
Cambridge Trust
Massachusetts
$599K +$599K +2,160 New
JWBC
383
J.W. Burns & Co
New York
$583K – – –
BFEC
384
Benjamin F. Edwards & Company
Missouri
$582K +$47.7K +172 +9%
SCM
385
Sterneck Capital Management
Missouri
$574K – – –
CA
386
Crewe Advisors
Utah
$568K -$471K -1,699 -45%
RFC
387
Regions Financial Corp
Alabama
$566K – – –
KAM
388
KEB Asset Management
Illinois
$561K +$561K +2,022 New
IAIM
389
International Assets Investment Management
Florida
$556K +$87.5K +315 +19%
VWA
390
VERITY Wealth Advisors
United States
$546K – – –
HIA
391
Harbor Investment Advisory
Maryland
$544K – – –
SWA
392
Sightline Wealth Advisors
Connecticut
$543K +$2.51K +9 +0.5%
AA
393
Ancora Advisors
Ohio
$538K – – –
YCM
394
Yousif Capital Management
Michigan
$533K +$533K +1,922 New
PPW
395
Pasadena Private Wealth
California
$531K +$7.49K +27 +1%
WWP
396
Waypoint Wealth Partners
California
$526K – – –
RIA
397
Realta Investment Advisors
Delaware
$523K +$278 +1 +0.1%
PCA
398
Personal Capital Advisors
California
$521K +$16.1K +58 +3%
CPO
399
Cerity Partners OCIO
New York
$510K -$833 -3 -0.2%
TI
400
Trexquant Investment
Connecticut
$507K +$221K +797 +77%
14 15
16
17 18