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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 %
TA
601
Tectonic Advisors
Texas
$79K – – –
BBHC
602
Brown Brothers Harriman & Co
New York
$76K – – –
HWMA
603
Heritage Wealth Management (Arizona)
Arizona
$76K +$76K +288 New
TVWM
604
Tower View Wealth Management
Wisconsin
$73K +$264 +1 +0.4%
CCM
605
Cribstone Capital Management
Maine
$72K -$7.59K -29 -10%
FFA
606
Founders Financial Alliance
North Carolina
$66K -$1.05K -4 -2%
DWA
607
Dougherty Wealth Advisers
Minnesota
$66K – – –
DSC
608
Duncker Streett & Co
Missouri
$63K – – –
KTC
609
Kistler-Tiffany Companies
Pennsylvania
$62K – – –
EI
610
Ellevest Inc
New York
$57K – – –
M
611
MOTCO
Texas
$54K -$58.7K -225 -52%
HA
612
Herold Advisors
New York
$52.5K +$52.5K +200 New
ANBT
613
American National Bank & Trust
Texas
$47K – – –
FF
614
FourThought Financial
Florida
$47K – – –
PA
615
Parallel Advisors
California
$42K – – –
JPLA
616
Joseph P. Lucia & Associates
New York
$41K +$41K +155 New
CAL
617
Capital Advisors Ltd
Ohio
$39K – – –
JFA
618
JNBA Financial Advisors
Minnesota
$38K – – –
MFC
619
Morris Financial Concepts
South Carolina
$37K – – –
TSWM
620
Tyler-Stone Wealth Management
Ohio
$37K – – –
GRP
621
Global Retirement Partners
California
$37K +$37K +164 New
BAM
622
Baldrige Asset Management
Pennsylvania
$35K – – –
EWM
623
EPG Wealth Management
Georgia
$33K – – –
MMG
624
Monetary Management Group
Missouri
$33K – – –
AIM
625
Anchor Investment Management
South Carolina
$31.5K – – –
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25
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