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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 %
ATPW
451
Ashton Thomas Private Wealth
Arizona
$358K – – –
VWA
452
V Wealth Advisors
Kansas
$357K – – –
AP
453
Appleton Partners
Massachusetts
$354K – – –
DWT
454
Dorsey & Whitney Trust
South Dakota
$354K +$157K +600 +80%
SSC
455
Syverson Strege & Co
Iowa
$352K +$1.05K +4 +0.3%
SCM
456
SOL Capital Management
Maryland
$346K – – –
SPIA
457
Steward Partners Investment Advisory
New York
$342K – – –
SCM
458
Sterneck Capital Management
Missouri
$341K -$201K -767 -37%
GA
459
Greenspring Advisors
Maryland
$341K – – –
BO
460
BRR OpCo
Ohio
$341K – – –
AIC
461
Ayalon Insurance Company
Israel
$341K – – –
PS
462
Portfolio Solutions
Michigan
$339K – – –
RC
463
RegentAtlantic Capital
New Jersey
$336K – – –
BFPW
464
BOK Financial Private Wealth
Colorado
$334K -$102K -388 -23%
AAS
465
Ameritas Advisory Services
Nebraska
$334K -$40.4K -154 -11%
PWM
466
Perigon Wealth Management
California
$334K – – –
OWA
467
Outlook Wealth Advisors
Texas
$334K – – –
ZCA
468
Zeke Capital Advisors
Pennsylvania
$332K – – –
MWM
469
Meridian Wealth Management
Kentucky
$331K – – –
WCWM
470
Willow Creek Wealth Management
California
$331K – – –
AA
471
Addison Advisors
Vermont
$329K +$37.3K +142 +13%
NWM
472
Northwest Wealth Management
Iowa
$328K +$328K +1,249 New
HT
473
HighTower Trust
Texas
$327K -$9.44K -36 -3%
MHS
474
M Holdings Securities
Oregon
$325K +$325K +1,237 New
IA
475
IFP Advisors
Florida
$321K +$75K +461 +30%
17 18
19
20 21