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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 %
BIAS
526
Beacon Investment Advisory Services
New Jersey
$248K – – –
PIM
527
Penobscot Investment Management
Massachusetts
$247K – – –
PO
528
Private Ocean
California
$246K -$99.7K -380 -29%
STA
529
Summit Trail Advisors
New York
$246K +$246K +937 New
KPWS
530
Kestra Private Wealth Services
Texas
$246K +$246K +938 New
MCC
531
Money Concepts Capital
Florida
$245K +$158K +601 +180%
OIA
532
OneDigital Investment Advisors
Kansas
$242K -$165K -629 -41%
PFWA
533
Paces Ferry Wealth Advisors
Georgia
$242K +$788 +3 +0.3%
TNB
534
Thomasville National Bank
Georgia
$241K – – –
WJWM
535
Williams Jones Wealth Management
New York
$239K – – –
FF
536
Fluent Financial
Texas
$238K +$29K +110 +14%
GCM
537
G2 Capital Management
Ohio
$237K – – –
KWS
538
Keystone Wealth Services
California
$236K – – –
IWA
539
Intercontinental Wealth Advisors
Texas
$236K +$236K +900 New
MRWM
540
ML&R Wealth Management
Texas
$232K – – –
ACI
541
Alpha Cubed Investments
California
$231K – – –
SFG
542
Summit Financial Group
West Virginia
$230K – – –
DT
543
Diversified Trust
Tennessee
$230K +$230K +875 New
PK
544
Pflug Koory
Nebraska
$229K – – –
FBB
545
Fulton Breakefield Broenniman
Maryland
$224K – – –
SWPG
546
Strategic Wealth Partners Group
Illinois
$223K -$119K -454 -35%
CL
547
Choreo LLC
Illinois
$222K – – –
PIFP
548
Partners in Financial Planning
Virginia
$220K – – –
SFA
549
Sequoia Financial Advisors
Ohio
$219K +$219K +837 New
PIA
550
Perennial Investment Advisors
California
$214K -$9.22K -35 -4%
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