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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 %
OIA
601
Optimum Investment Advisors
Illinois
$99K 355 – –
BA
602
Ballast Advisors
Minnesota
$98K 351 -5 -1%
CB
603
CNB Bank
Pennsylvania
$97K 350 – –
SIC
604
Salem Investment Counselors
North Carolina
$92K 330 – –
SFM
605
Signet Financial Management
New Jersey
$92K 330 +330 New
MCC
606
Money Concepts Capital
Florida
$92K 333 +333 New
CCM
607
Cribstone Capital Management
Maine
$84K 304 -37 -11%
TA
608
Tectonic Advisors
Texas
$83K 300 – –
FRA
609
Front Row Advisors
California
$83K 300 – –
TVWM
610
Tower View Wealth Management
Wisconsin
$77K 276 +2 +0.7%
WA
611
WestEnd Advisors
North Carolina
$74.4K 268 +268 New
FFA
612
Founders Financial Alliance
North Carolina
$71K 255 -10 -4%
DWA
613
Dougherty Wealth Advisers
Minnesota
$69K 250 – –
RIA
614
Richwood Investment Advisors
Ohio
$69K 250 +250 New
DSC
615
Duncker Streett & Co
Missouri
$67K 240 – –
KTC
616
Kistler-Tiffany Companies
Pennsylvania
$66K 238 – –
RWA
617
RGT Wealth Advisors
Texas
$65K 236 +236 New
DAM
618
Delta Asset Management
Tennessee
$60K 218 -5 -2%
EI
619
Ellevest Inc
New York
$60K 216 +2 +0.9%
ANBT
620
American National Bank & Trust
Texas
$50K 180 – –
FF
621
FourThought Financial
Florida
$50K 180 +3 +2%
PA
622
Parallel Advisors
California
$43K 156 – –
CAL
623
Capital Advisors Ltd
Ohio
$42K 150 – –
JFA
624
JNBA Financial Advisors
Minnesota
$41K 146 – –
CWS
625
Confluence Wealth Services
Pennsylvania
$41K 150 +150 New
23 24
25
26 27