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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
+$73.1M
2
CG
Colony Group
Massachusetts
+$46.3M
3
Cerity Partners
Cerity Partners
New York
+$21.9M
4
PAG
Private Advisor Group
New Jersey
+$15.8M
5
WI
WBI Investments
New Jersey
+$12.8M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$68.8M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$55.4M
3
KCM
Karp Capital Management
California
-$53.7M
4
Bank of America
Bank of America
North Carolina
-$36M
5
CFA
Camarda Financial Advisors
Florida
-$33.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
376
Ashford Advisors
New York
$633K – – –
BRWA
377
B. Riley Wealth Advisors
Florida
$622K +$525 +2 +0.1%
GC
378
Gibson Capital
Pennsylvania
$612K – – –
SOS
379
Silver Oak Securities
Tennessee
$610K +$610K +2,375 New
CFA
380
Capstone Financial Advisors
Illinois
$588K +$1.84K +7 +0.3%
GT
381
Glenview Trust
Kentucky
$583K +$1.31K +5 +0.2%
NED
382
Nancy E. Dempze
$579K – – –
TGAM
383
TBH Global Asset Management
Tennessee
$571K – – –
HPA
384
High Probability Advisors
New York
$558K +$187K +714 +50%
JWBC
385
J.W. Burns & Co
New York
$551K – – –
PPW
386
Pasadena Private Wealth
California
$546K +$43.6K +166 +9%
IAIM
387
International Assets Investment Management
Florida
$538K +$12.3K +47 +2%
CA
388
Crewe Advisors
Utah
$537K – – –
WSTAM
389
Wilbanks Smith & Thomas Asset Management
Virginia
$534K -$6.75K -28 -1%
KAM
390
KEB Asset Management
Illinois
$531K – – –
AA
391
Alesco Advisors
New York
$525K +$525K +2,000 New
Betterment LLC
392
Betterment LLC
New York
$524K +$181K +691 +53%
FNT
393
First National Trust
Pennsylvania
$520K -$409K -1,558 -44%
RFC
394
Regions Financial Corp
Alabama
$520K -$14.7K -56 -3%
VWA
395
VERITY Wealth Advisors
United States
$516K – – –
HIA
396
Harbor Investment Advisory
Maryland
$515K – – –
SWA
397
Sightline Wealth Advisors
Connecticut
$512K +$1.05K +4 +0.2%
AA
398
Ancora Advisors
Ohio
$509K – – –
AssetMark Inc
399
AssetMark Inc
California
$507K -$140K -535 -22%
WWP
400
Waypoint Wealth Partners
California
$497K – – –
14 15
16
17 18