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 %
AIA
551
Arbor Investment Advisors
North Carolina
$213K – – –
TC
552
Titleist Capital
Texas
$213K +$2.37K +9 +1%
CBN
553
Cadence Bank NA
Texas
$213K +$213K +810 New
HA
554
Harfst & Associates
Wyoming
$209K -$262 -1 -0.1%
VHAM
555
Van Hulzen Asset Management
California
$209K – – –
AA
556
Auxano Advisors
Washington
$206K -$2.63K -10 -1%
GSAM
557
Grant Street Asset Management
Pennsylvania
$206K -$525 -2 -0.3%
JWM
558
JFG Wealth Management
Colorado
$206K +$206K +785 New
SWM
559
Silverlake Wealth Management
Vermont
$205K -$66.6K -254 -24%
OC
560
Oppenheimer & Co
New York
$205K -$104K -398 -34%
FFG
561
Frisch Financial Group
New York
$205K +$205K +783 New
HH
562
Hilltop Holdings
Texas
$203K +$1.58K +6 +0.8%
T. Rowe Price Associates
563
T. Rowe Price Associates
Maryland
$200K – – –
LWCFA
564
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$190K – – –
TF
565
Tompkins Financial
New York
$185K +$35.6K +136 +24%
AIM
566
Acropolis Investment Management
Missouri
$184K – – –
TPCW
567
TD Private Client Wealth
New York
$170K +$170K +648 New
NOI
568
Newton One Investments
Delaware
$165K – – –
SWM
569
Sugarloaf Wealth Management
Georgia
$163K +$263 +1 +0.2%
HNB
570
Huntington National Bank
Ohio
$155K -$282K – –
TIM
571
Tortoise Investment Management
New York
$154K – – –
GWSG
572
GPS Wealth Strategies Group
Colorado
$147K +$116K +443 +372%
AFG
573
Albion Financial Group
Utah
$146K – – –
SSB
574
Sandy Spring Bank
Maryland
$146K – – –
S
575
SignatureFD
Georgia
$146K – – –
21 22
23
24 25