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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.

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 Market Value Shares Shares
Change 		Shares
Change %
MIM
401
MTM Investment Management
South Carolina
$504K 1,815 -400 -18%
JIR
402
James Investment Research
Ohio
$498K 1,795 – –
RW
403
RVW Wealth
California
$497K 1,792 – –
HPC
404
HM Payson & Co
Maine
$497K 1,790 – –
CIC
405
Carnegie Investment Counsel
Ohio
$494K 1,781 +1,781 New
UBV
406
United Bank (Virginia)
Virginia
$491K 1,770 – –
BHIA
407
Birch Hill Investment Advisors
Massachusetts
$486K 1,750 -50 -3%
UFF
408
USA Financial Formulas
Michigan
$483K 1,741 +164 +10%
VA
409
Valmark Advisers
Ohio
$480K 1,731 +1,731 New
RWM
410
RKL Wealth Management
Pennsylvania
$478K 1,724 +11 +0.6%
FWM
411
Frontier Wealth Management
Missouri
$476K 1,717 – –
LNC
412
Lincoln National Corp
Pennsylvania
$474K 1,709 -13 -0.8%
PJSIMP
413
P.J. Schmidt Investment Management (PJS)
Wisconsin
$470K 1,800 – –
LW
414
Linscomb Wealth
Texas
$469K 1,689 -82 -5%
GP
415
Girard Partners
Pennsylvania
$466K 1,680 – –
ECG
416
EPIQ Capital Group
California
$465K 1,675 +748 +81%
BFPW
417
BOK Financial Private Wealth
Colorado
$461K 1,660 – –
GWM
418
Greenhouse Wealth Management
Connecticut
$459K 1,653 – –
CG
419
Colony Group
Massachusetts
$458K 1,649 – –
QPWM
420
Quadrant Private Wealth Management
Pennsylvania
$446K 1,608 -592 -27%
EIA
421
Eldridge Investment Advisors
New Hampshire
$442K 1,593 +21 +1%
BWA
422
Bordeaux Wealth Advisors
California
$437K 1,575 +1,575 New
NEWAS
423
N.E.W. Advisory Services
Wisconsin
$436K 1,572 – –
BCPWM
424
Bradley & Co Private Wealth Management
Florida
$432K 1,557 – –
OIA
425
OneDigital Investment Advisors
Kansas
$431K 1,553 +1,553 New
15 16
17
18 19