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
$155M
2
CG
Colony Group
Massachusetts
$46.7M
3
Cerity Partners
Cerity Partners
New York
$24.2M
4
PAG
Private Advisor Group
New Jersey
$18.7M
5
WI
WBI Investments
New Jersey
$12.8M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$295M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$46.5M
3
KCM
Karp Capital Management
California
$0
4
Bank of America
Bank of America
North Carolina
$237M
5
CFA
Camarda Financial Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
476
Beacon Financial Advisory
Ohio
$320K +$320K +1,218 New
MA
477
MONECO Advisors
Connecticut
$319K +$526 +2 +0.2%
FFM
478
Forum Financial Management
Illinois
$319K +$24.9K +95 +8%
BA
479
Bluesphere Advisors
Pennsylvania
$316K – – –
FHA
480
Flagship Harbor Advisors
Massachusetts
$315K -$23.8K -91 -7%
PG
481
Patten Group
Tennessee
$314K -$80.2K -306 -20%
OSAM
482
O'Shaughnessy Asset Management
Connecticut
$312K -$3.85M -14,712 -93%
NEGWA
483
New England Guild Wealth Advisors
Connecticut
$311K – – –
DWM
484
Dakota Wealth Management
Florida
$310K +$310K +1,180 New
CCA
485
Cobblestone Capital Advisors
New York
$306K +$82.7K +315 +37%
SWM
486
Shakespeare Wealth Management
Wisconsin
$305K +$40K +151 +15%
PCG
487
Private Capital Group
Connecticut
$304K -$17.1K -65 -5%
MPCL
488
My Personal CFO LLC
Washington
$303K -$13.1K -50 -4%
CAM
489
Cubic Asset Management
Massachusetts
$300K – – –
PL
490
Plancorp LLC
Missouri
$300K – – –
FCB
491
First Command Bank
Texas
$299K – – –
FCFS
492
First Command Financial Services
Texas
$299K – – –
LRIA
493
Leonard Rickey Investment Advisors
Washington
$298K -$7.88K -30 -3%
SWM
494
Spire Wealth Management
Virginia
$298K +$21K +80 +8%
BFEC
495
Benjamin F. Edwards & Company
Missouri
$291K -$259K -988 -47%
ZIM
496
Zacks Investment Management
Illinois
$289K -$3.59M -13,688 -93%
AIM
497
AHL Investment Management
Florida
$289K – – –
OCPWS
498
One Charles Private Wealth Services
Massachusetts
$288K – – –
APP
499
Avantax Planning Partners
Iowa
$287K – – –
BWM
500
Brickley Wealth Management
California
$286K -$77.9K -297 -21%
18 19
20
21 22