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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
GU
4
Georgetown University
District of Columbia
$54.7M
5
Bank of America
5
Bank of America
North Carolina
$288M

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 %
CSPIA
476
Cary Street Partners Investment Advisory
Virginia
$349K 1,257 +1,257 New
PCG
477
Private Capital Group
Connecticut
$339K 1,222 +65 +6%
BA
478
Bluesphere Advisors
Pennsylvania
$334K 1,204 +55 +5%
MPCL
479
My Personal CFO LLC
Washington
$334K 1,204 +1,204 New
NEGWA
480
New England Guild Wealth Advisors
Connecticut
$329K 1,185 – –
OC
481
Oppenheimer & Co
New York
$327K 1,180 +3 +0.3%
LRIA
482
Leonard Rickey Investment Advisors
Washington
$323K 1,164 – –
CAM
483
Campion Asset Management
Virginia
$319K 1,149 +23 +2%
CAM
484
Cubic Asset Management
Massachusetts
$318K 1,145 – –
PL
485
Plancorp LLC
Missouri
$317K 1,144 – –
FCFS
486
First Command Financial Services
Texas
$316K 1,140 – –
MA
487
MONECO Advisors
Connecticut
$313K 1,212 -51 -4%
BWA
488
Burt Wealth Advisors
Maryland
$312K 1,124 -30 -3%
FFM
489
Forum Financial Management
Illinois
$312K 1,123 +1,123 New
AA
490
Addison Advisors
Vermont
$309K 1,112 +701 +171%
AIM
491
AHL Investment Management
Florida
$306K 1,102 +1,102 New
OCPWS
492
One Charles Private Wealth Services
Massachusetts
$305K 1,099 – –
APP
493
Avantax Planning Partners
Iowa
$304K 1,095 +76 +7%
BWM
494
BT Wealth Management
Georgia
$302K 1,090 -42 -4%
IWC
495
Integrated Wealth Concepts
Massachusetts
$297K 1,071 -204 -16%
WGAM
496
Wilkinson Global Asset Management
New York
$293K 1,057 -290 -22%
SWM
497
Spire Wealth Management
Virginia
$293K 1,055 -136 -11%
JC
498
Jacobs & Co
California
$293K 1,057 – –
Fisher Asset Management
499
Fisher Asset Management
Washington
$292K 1,051 -19 -2%
WA
500
WBH Advisory
Maryland
$291K 1,049 -49 -4%
18 19
20
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