IWV icon

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 %
GC
426
Gould Capital
Washington
$419K -$229K -873 -35%
PBO
427
Peoples Bank (Ohio)
Ohio
$419K +$419K +1,597 New
EIA
428
Eldridge Investment Advisors
New Hampshire
$418K +$262 +1 +0.1%
WB
429
WesBanco Bank
West Virginia
$418K +$11.8K +45 +3%
PCA
430
Personal Capital Advisors
California
$415K -$77.4K -295 -16%
Millennium Management
431
Millennium Management
New York
$412K +$412K +1,571 New
BCPWM
432
Bradley & Co Private Wealth Management
Florida
$409K – – –
BDF
433
Balasa Dinverno & Foltz
$407K +$36.2K +138 +10%
SFS
434
Summit Financial Strategies
Ohio
$406K – – –
PRWA
435
Platte River Wealth Advisors
Colorado
$404K – – –
TI
436
Trexquant Investment
Connecticut
$399K -$80.6K -307 -17%
FAIM
437
Financial Advocates Investment Management
Washington
$394K -$8.12K -31 -2%
Federated Hermes
438
Federated Hermes
Pennsylvania
$385K -$3.23M -12,302 -89%
FWCM
439
Ferguson Wellman Capital Management
Oregon
$380K +$525 +2 +0.1%
WPA
440
West Paces Advisors
Georgia
$378K – – –
MWM
441
Madison Wealth Management
Ohio
$374K – – –
KL
442
KilterHowling LLC
Colorado
$374K +$1.05K +4 +0.3%
RJT
443
Raymond James Trust
Florida
$370K +$165K +629 +81%
CPFP
444
Clear Perspectives Financial Planning
Ohio
$368K – – –
BIC
445
Beach Investment Counsel
Pennsylvania
$367K – – –
HTC
446
Haverford Trust Company
Pennsylvania
$367K – – –
CNB
447
Camden National Bank
Maine
$365K – – –
SIA
448
Schechter Investment Advisors
Michigan
$365K – – –
AWM
449
Accurate Wealth Management
Florida
$365K +$365K +1,391 New
PFBT
450
Parkside Financial Bank & Trust
Missouri
$361K – – –
16 17
18
19 20