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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 %
LWP
626
Lumature Wealth Partners
Georgia
$31K -$4.43K -17 -13%
FCG
627
Financial Connections Group
California
$31K – – –
GWS
628
Glassman Wealth Services
Virginia
$30K – – –
POIA
629
Pin Oak Investment Advisors
Texas
$29K – – –
BWL
630
Bogart Wealth LLC
Virginia
$27K – – –
FDCDDQ
631
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.2K – – –
AIP
632
Ahrens Investment Partners
Louisiana
$26K – – –
RCM
633
Rain Capital Management
Oregon
$25K – – –
WTA
634
Washington Trust Advisors
Massachusetts
$24K – – –
FCA
635
FinTrust Capital Advisors
South Carolina
$23K -$102K -394 -82%
BCMLT
636
Beacon Capital Management LLC (Tennessee)
Tennessee
$23K +$23K +88 New
BNP Paribas Financial Markets
637
BNP Paribas Financial Markets
France
$21.3K -$545K -2,078 -96%
MAM
638
Marquette Asset Management
Minnesota
$21K – – –
AWM
639
Activest Wealth Management
Florida
$19K -$781 -3 -4%
NIC
640
Northwest Investment Counselors
Oregon
$15K – – –
BWM
641
Baystate Wealth Management
Massachusetts
$15K – – –
ME
642
McIlrath & Eck
Washington
$15K +$15K +57 New
AIC
643
Archer Investment Corporation
Indiana
$14K – – –
DWP
644
Destiny Wealth Partners
Florida
$13K – – –
FFA
645
Freedman Financial Associates
Massachusetts
$13K – – –
OA
646
Operose Advisors
Wisconsin
$13K +$13K +49 New
National Bank of Canada
647
National Bank of Canada
Quebec, Canada
$11K – – –
TWM
648
Tradition Wealth Management
Minnesota
$10K – – –
ACA
649
Atlas Capital Advisors
Wyoming
$7.08K – – –
CFFP
650
Center for Financial Planning
Michigan
$7K – – –
24 25
26
27 28