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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
$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 %
BWM
501
BT Wealth Management
Georgia
$286K – – –
GWA
502
GGM Wealth Advisors
Maryland
$283K +$283K +1,100 New
CAM
503
Campion Asset Management
Virginia
$281K -$20.2K -77 -7%
JC
504
Jacobs & Co
California
$277K – – –
RWM
505
Rockwood Wealth Management
Pennsylvania
$276K +$276K +1,052 New
CAMG
506
CWA Asset Management Group
Florida
$276K +$7.08K +27 +3%
Members Trust
507
Members Trust
Florida
$274K – – –
LHC
508
Little House Capital
Massachusetts
$273K +$28.6K +109 +12%
AUB
509
Atlantic Union Bankshares
Virginia
$271K – – –
FAM
510
Flaharty Asset Management
Florida
$271K – – –
DIA
511
Davidson Investment Advisors
Montana
$269K – – –
SWA
512
Sutton Wealth Advisors
Florida
$268K -$74.3K -283 -22%
CWM
513
Congress Wealth Management
Massachusetts
$266K -$919K -3,505 -78%
MCM
514
Monument Capital Management
Virginia
$266K +$262 +1 +0.1%
CF
515
Corrigan Financial
Rhode Island
$264K -$262 -1 -0.1%
MBT
516
Montecito Bank & Trust
California
$263K – – –
PMFA
517
Plante Moran Financial Advisors
Michigan
$262K -$8.41K -32 -3%
RE
518
RBC Europe
United Kingdom
$262K – – –
LFAS
519
Level Four Advisory Services
Texas
$261K – – –
WA
520
WBH Advisory
Maryland
$260K +$248 +1 +0.1%
KJHP
521
K.J. Harrison & Partners
Ontario, Canada
$259K – – –
CCMG
522
Clark Capital Management Group
Pennsylvania
$257K -$431K -1,647 -63%
CIM
523
CIM Investment Management
Pennsylvania
$257K – – –
RW
524
REDW Wealth
New Mexico
$251K – – –
AF
525
Advisornet Financial
Minnesota
$249K -$11.3K -43 -4%
19 20
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