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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 %
NSIM
651
North Star Investment Management
Illinois
$5K – – –
UFF
652
USA Financial Formulas
Michigan
$3K -$519K -1,731 -99%
DI
653
Disciplined Investments
Oklahoma
$3K – – –
SBL
654
Sargent Bickham Lagudis
Colorado
$3K +$1.5K +5 +100%
FMP
655
Financial Management Professionals
Texas
$2K – – –
BHWM
656
Bay Harbor Wealth Management
Maryland
$1K -$10.7K -32 -91%
AWM
657
Avior Wealth Management
Nebraska
$1K – – –
KCM
658
Karp Capital Management
California
– -$53.7M -193,683 Closed
CFA
659
Camarda Financial Advisors
Florida
– -$33.2M -119,637 Closed
FSA
660
Financial Services Advisory
Maryland
– -$30.6M -119,099 Closed
AB
661
Amalgamated Bank
New York
– -$15.3M -54,985 Closed
MFP
662
Meridian Financial Partners
Virginia
– -$9.55M -36,401 Closed
TAM
663
Tocqueville Asset Management
New York
– -$3.2M -11,523 Closed
TRCT
664
Tower Research Capital (TRC)
New York
– -$3.18M -11,471 Closed
AWM
665
Aries Wealth Management
Maine
– -$3.01M -10,833 Closed
Renaissance Technologies
666
Renaissance Technologies
New York
– -$2.78M -10,000 Closed
TSS
667
Two Sigma Securities
New York
– -$2.77M -9,970 Closed
FMI
668
Fiduciary Management Inc
Wisconsin
– -$2.19M -7,895 Closed
BAM
669
Berkshire Asset Management
Pennsylvania
– -$1.63M -5,860 Closed
Fuller & Thaler Asset Management
670
Fuller & Thaler Asset Management
California
– -$1.48M -5,315 Closed
MA
671
Mutual Advisors
Nebraska
– -$1.36M -4,886 Closed
DSA
672
Davis Selected Advisers
Arizona
– -$1.07M -3,859 Closed
RCS
673
Retirement Capital Strategies
California
– -$1.05M -3,784 Closed
OMC
674
Old Mission Capital
Illinois
– -$999K -3,600 Closed
SEI Investments
675
SEI Investments
Pennsylvania
– -$917K -3,304 Closed
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