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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.

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
1
American Family Insurance Mutual Holding
Wisconsin
$155M
2
CG
2
Colony Group
Massachusetts
$46.7M
3
Cerity Partners
3
Cerity Partners
New York
$24.2M
4
PAG
4
Private Advisor Group
New Jersey
$18.7M
5
WI
5
WBI Investments
New Jersey
$12.8M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$295M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$46.5M
3
KCM
3
Karp Capital Management
California
$0
4
Bank of America
4
Bank of America
North Carolina
$237M
5
CFA
5
Camarda Financial Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$17.8M -$9.45M -36,035 -35%
TI
77
Truepoint Inc
Ohio
$17.6M -$94.5K -360 -0.5%
NFG
78
Nations Financial Group
Iowa
$17.6M -$2.1K -8 -0%
BL
79
Balentine LLC
Georgia
$17.5M -$4.69M -17,875 -21%
TA
80
Tiedemann Advisors
New York
$17.1M +$1.96M +7,462 +13%
CDIA
81
Capital Directions Investment Advisors
Georgia
$17M – – –
Mariner
82
Mariner
Kansas
$16.5M +$1.23M +4,707 +8%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$16.3M -$474K -1,806 -3%
CFGF
84
Compass Financial Group (Florida)
Florida
$16.3M -$49.8K -190 -0.3%
WA
85
Wealthstream Advisors
New York
$15.1M -$78.2K -298 -0.5%
DPI
86
Diversified Portfolios Inc
Michigan
$15.1M -$232K -883 -2%
JIC
87
Johnson Investment Counsel
Ohio
$14.1M +$266K +1,012 +2%
AP
88
Agilis Partners
Massachusetts
$13.9M +$12.7M +48,553 +1,052%
Brown Advisory
89
Brown Advisory
Maryland
$13.9M +$4.38M +16,688 +46%
BP
90
BBR Partners
New York
$13.3M -$899K -3,425 -6%
MPPLM
91
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$13.2M +$1.63M +6,226 +14%
WI
92
WBI Investments
New Jersey
$12.8M +$12.8M +48,844 New
OBWP
93
O'Brien Wealth Partners
Massachusetts
$12.8M -$381K -1,660 -3%
UB
94
UMB Bank
Missouri
$12.4M -$805K -3,068 -6%
WANY
95
Wealthspire Advisors (New York)
New York
$11.9M +$2.05M +7,813 +21%
FHA
96
First Horizon Advisors
Tennessee
$11.5M -$1.67M -6,370 -13%
CCA
97
Conservest Capital Advisors
Pennsylvania
$10.8M +$405K +1,545 +4%
JWA
98
JFS Wealth Advisors
Pennsylvania
$10.8M -$694K -2,645 -6%
BWM
99
BigSur Wealth Management
Florida
$10.4M – – –
IIM
100
Ipswich Investment Management
Massachusetts
$10.3M -$128K -487 -1%
2 3
4
5 6