iShares Russell 3000 ETF
671 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, 175 reducing their positions, and 27 closing their positions.
367% more first-time investments, than exits
New positions opened: 126 | Existing positions closed: 27
24% more funds holding in top 10
Funds holding in top 10: 50 → 62 (+12)
17% more capital invested
Capital invested by funds: $6.2B → $7.23B (+$1.03B)
15% more funds holding
Funds holding: 584 → 671 (+87)
3.33% more ownership
Funds ownership: 52.25% → 55.58% (+3.3%)
1% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 175
81% less call options, than puts
Call options by funds: $3.42M | Put options by funds: $18.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFIMH
American Family Insurance Mutual Holding
Madison,
Wisconsin
|
+$85M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$83.9M |
| 3 |
LP
LGL Partners
Philadelphia,
Pennsylvania
|
+$80.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$53.3M |
| 5 |
KCM
Karp Capital Management
Sausalito,
California
|
+$52.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$75.7M |
| 2 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$25.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$23.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$15.9M |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$14.5M |
IWV Hedge Fund Activity: Q4 2021 in Review
671 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q4 2021, worth a combined $7.23B — up 17% from $6.2B a quarter earlier.
Buyers outnumbered sellers: 126 funds opened new IWV positions and 27 closed out — a net gain of 99 holders — while 176 added to existing stakes and 175 trimmed.
The largest buyer was American Family Insurance Mutual Holding, opening a new position worth an estimated $85M. The largest seller was BlackRock, cutting an estimated $75.7M.
- 671 institutional investors held iShares Russell 3000 ETF (IWV) as of Q4 2021, up from 584 in Q3 2021.
- Funds reported $7.23B of iShares Russell 3000 ETF stock for Q4 2021, up 17% quarter-over-quarter.
- 126 funds opened new iShares Russell 3000 ETF positions in Q4 2021 and 27 closed out, a net change of +99 holders.
- The largest iShares Russell 3000 ETF buyer in Q4 2021 was American Family Insurance Mutual Holding, an estimated $85M added.
- The largest iShares Russell 3000 ETF seller in Q4 2021 was BlackRock, an estimated $75.7M sold.
Based on aggregated 13F filings for Q4 2021.