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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 %
BIAS
526
Beacon Investment Advisory Services
New Jersey
$263K 947 – –
PIM
527
Penobscot Investment Management
Massachusetts
$262K 943 – –
NA
528
NewEdge Advisors
Louisiana
$261K 939 +939 New
LHC
529
Little House Capital
Massachusetts
$258K 930 – –
TNB
530
Thomasville National Bank
Georgia
$255K 919 – –
PFWA
531
Paces Ferry Wealth Advisors
Georgia
$255K 918 +5 +0.5%
WJWM
532
Williams Jones Wealth Management
New York
$253K 910 – –
GCM
533
G2 Capital Management
Ohio
$251K 904 +904 New
KWS
534
Keystone Wealth Services
California
$249K 899 +899 New
MRWM
535
ML&R Wealth Management
Texas
$246K 886 +886 New
ACI
536
Alpha Cubed Investments
California
$244K 879 – –
SFG
537
Summit Financial Group
West Virginia
$243K 875 – –
PK
538
Pflug Koory
Nebraska
$242K 872 – –
FBB
539
Fulton Breakefield Broenniman
Maryland
$237K 855 -75 -8%
CCA
540
Cobblestone Capital Advisors
New York
$236K 850 – –
CL
541
Choreo LLC
Illinois
$235K 846 – –
PIA
542
Perennial Investment Advisors
California
$235K 847 +847 New
PIFP
543
Partners in Financial Planning
Virginia
$229K 891 – –
HI
544
Harbour Investments
Wisconsin
$226K 815 – –
AIA
545
Arbor Investment Advisors
North Carolina
$225K 811 – –
HTHT
546
Hemenway Trust Hemenway Trust
New Hampshire
$222K 800 -100 -11%
CFGS
547
Concourse Financial Group Securities
Alabama
$222K 800 – –
TC
548
Titleist Capital
Texas
$222K 801 +801 New
VHAM
549
Van Hulzen Asset Management
California
$221K 795 – –
HA
550
Harfst & Associates
Wyoming
$221K 798 – –
20 21
22
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