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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 %
SFS
426
Summit Financial Strategies
Ohio
$430K -$30.3K -109 -7%
WB
427
WesBanco Bank
West Virginia
$429K – – –
MFA
428
Mayflower Financial Advisors
Massachusetts
$427K – – –
FAIM
429
Financial Advocates Investment Management
Washington
$426K +$3.33K +12 +0.8%
PRWA
430
Platte River Wealth Advisors
Colorado
$422K – – –
PWPS
431
Pinnacle Wealth Planning Services
Ohio
$420K – – –
IA
432
IFP Advisors
Florida
$419K +$554 +2 +0.1%
PFA
433
Pathway Financial Advisors
Vermont
$418K +$418K +1,600 New
PG
434
Patten Group
Tennessee
$417K -$14.1K -51 -3%
FWCM
435
Ferguson Wellman Capital Management
Oregon
$401K -$6.94K -25 -2%
WPA
436
West Paces Advisors
Georgia
$400K – – –
AAS
437
Ameritas Advisory Services
Nebraska
$396K +$396K +1,427 New
MWM
438
Madison Wealth Management
Ohio
$395K – – –
KL
439
KilterHowling LLC
Colorado
$394K +$394K +1,420 New
HPA
440
High Probability Advisors
New York
$392K – – –
BDF
441
Balasa Dinverno & Foltz
$392K – – –
HTC
442
Haverford Trust Company
Pennsylvania
$389K – – –
RSWM
443
Robertson Stephens Wealth Management
California
$389K – – –
CPFP
444
Clear Perspectives Financial Planning
Ohio
$389K – – –
BIC
445
Beach Investment Counsel
Pennsylvania
$388K – – –
CNB
446
Camden National Bank
Maine
$386K – – –
SIA
447
Schechter Investment Advisors
Michigan
$386K +$386K +1,392 New
BWM
448
Brickley Wealth Management
California
$385K -$18.6K -67 -5%
PFBT
449
Parkside Financial Bank & Trust
Missouri
$382K – – –
BC
450
Bartlett & Co
Ohio
$382K – – –
16 17
18
19 20