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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 %
CCM
401
Coldstream Capital Management
Washington
$494K -$459K -1,750 -48%
DFC
402
DBK Financial Counsel
Ohio
$483K -$119K -455 -20%
MIM
403
MTM Investment Management
South Carolina
$476K – – –
JIR
404
James Investment Research
Ohio
$471K – – –
RW
405
RVW Wealth
California
$470K – – –
HPC
406
HM Payson & Co
Maine
$470K – – –
VNB
407
Virginia National Bank
Virginia
$468K +$468K +1,784 New
PWPS
408
Pinnacle Wealth Planning Services
Ohio
$466K +$69.2K +264 +17%
CPO
409
Cerity Partners OCIO
New York
$464K -$17.6K -67 -4%
UBV
410
United Bank (Virginia)
Virginia
$464K – – –
RIA
411
Realta Investment Advisors
Delaware
$459K -$34.9K -133 -7%
BC
412
Bartlett & Co
Ohio
$457K +$95.9K +365 +27%
BCWM
413
Bartlett & Co Wealth Management
Ohio
$457K +$95.8K +365 +27%
RWM
414
RKL Wealth Management
Pennsylvania
$454K +$1.31K +5 +0.3%
BWA
415
Burt Wealth Advisors
Maryland
$448K +$153K +583 +52%
BHIA
416
Birch Hill Investment Advisors
Massachusetts
$446K -$13.1K -50 -3%
LW
417
Linscomb Wealth
Texas
$443K – – –
ECG
418
EPIQ Capital Group
California
$441K +$1.31K +5 +0.3%
GP
419
Girard Partners
Pennsylvania
$440K – – –
FWM
420
Frontier Wealth Management
Missouri
$436K – – –
GWM
421
Greenhouse Wealth Management
Connecticut
$434K – – –
PJSIMP
422
P.J. Schmidt Investment Management (PJS)
Wisconsin
$430K – – –
QPWM
423
Quadrant Private Wealth Management
Pennsylvania
$423K +$1.31K +5 +0.3%
IWC
424
Integrated Wealth Concepts
Massachusetts
$423K +$142K +542 +51%
PFA
425
Pathway Financial Advisors
Vermont
$420K – – –
15 16
17
18 19