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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 %
TI
76
Truepoint Inc
Ohio
$18.7M 67,437 -1,178 -2%
NFG
77
Nations Financial Group
Iowa
$18.6M 66,985 +4,448 +7%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$18.2M 65,615 +15,652 +31%
CDIA
79
Capital Directions Investment Advisors
Georgia
$18M 64,743 – –
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$17.8M 64,002 -1,133 -2%
CFGF
81
Compass Financial Group (Florida)
Florida
$17.3M 62,161 -81 -0.1%
Truist Financial
82
Truist Financial
North Carolina
$16.7M 60,091 +17,248 +40%
DPI
83
Diversified Portfolios Inc
Michigan
$16.2M 58,248 -1,783 -3%
Mariner
84
Mariner
Kansas
$16.2M 58,216 -3,291 -5%
TA
85
Tiedemann Advisors
New York
$16.1M 57,897 -6,894 -11%
WA
86
Wealthstream Advisors
New York
$16M 57,683 +57,683 New
AB
87
Amalgamated Bank
New York
$15.3M 54,985 -5,784 -10%
BP
88
BBR Partners
New York
$15.1M 54,244 -4,111 -7%
OBWP
89
O'Brien Wealth Partners
Massachusetts
$15M 57,377 -1,867 -3%
JIC
90
Johnson Investment Counsel
Ohio
$14.6M 52,757 +917 +2%
FHA
91
First Horizon Advisors
Tennessee
$14M 50,359 +5,493 +12%
UB
92
UMB Bank
Missouri
$13.9M 50,209 +2,598 +5%
MPPLM
93
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$12.2M 44,107 +7,172 +19%
JWA
94
JFS Wealth Advisors
Pennsylvania
$12.1M 43,683 -1,014 -2%
BF
95
Brooklyn FI
New York
$11.7M 42,320 +42,320 New
RJA
96
Raymond James & Associates
Florida
$11.1M 39,916 +1,761 +5%
IIM
97
Ipswich Investment Management
Massachusetts
$11M 39,703 +656 +2%
CCA
98
Conservest Capital Advisors
Pennsylvania
$11M 39,529 -858 -2%
BWM
99
BigSur Wealth Management
Florida
$11M 39,500 – –
RBC
100
Roble Belko & Company
Pennsylvania
$10.8M 38,923 – –
2 3
4
5 6