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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 %
CFA
626
Carroll Financial Associates
North Carolina
$40K 146 -44 -23%
MFC
627
Morris Financial Concepts
South Carolina
$39K 141 +141 New
TSWM
628
Tyler-Stone Wealth Management
Ohio
$39K 142 +142 New
LWP
629
Lumature Wealth Partners
Georgia
$38K 136 +17 +14%
BAM
630
Baldrige Asset Management
Pennsylvania
$37K 135 – –
SF
631
SBK Financial
Virginia
$36K 131 +131 New
MMG
632
Monetary Management Group
Missouri
$35K 125 – –
EWM
633
EPG Wealth Management
Georgia
$35K 125 – –
AIM
634
Anchor Investment Management
South Carolina
$33.3K 120 – –
GWSG
635
GPS Wealth Strategies Group
Colorado
$33K 119 – –
FCG
636
Financial Connections Group
California
$33K 120 +120 New
GWS
637
Glassman Wealth Services
Virginia
$32K 114 – –
POIA
638
Pin Oak Investment Advisors
Texas
$31K 111 – –
BWL
639
Bogart Wealth LLC
Virginia
$29K 103 – –
AIP
640
Ahrens Investment Partners
Louisiana
$28K 100 +100 New
FDCDDQ
641
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.8K 100 – –
RCM
642
Rain Capital Management
Oregon
$27K 97 +1 +1%
WTA
643
Washington Trust Advisors
Massachusetts
$26K 93 +93 New
MAM
644
Marquette Asset Management
Minnesota
$22K 79 – –
Simplex Trading
645
Simplex Trading
Illinois
$21K 76 -2,607 -97%
AWM
646
Activest Wealth Management
Florida
$21K 76 – –
FAG
647
Fortitude Advisory Group
Washington
$17K 60 +60 New
NIC
648
Northwest Investment Counselors
Oregon
$16K 56 +56 New
AIC
649
Archer Investment Corporation
Indiana
$15.3K 55 +55 New
BWM
650
Baystate Wealth Management
Massachusetts
$15K 55 +55 New
24 25
26
27 28