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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 %
BCI
126
Brinker Capital Investments
Pennsylvania
$6.72M 24,205 -973 -4%
GMA
127
Goldstein Munger & Associates
California
$6.69M 24,096 +111 +0.5%
RPCA
128
Running Point Capital Advisors
California
$6.62M 23,837 -707 -3%
SB
129
Simmons Bank
Arkansas
$6.51M 23,468 -1,435 -6%
CWM
130
Chesapeake Wealth Management
Virginia
$6.31M 22,718 -1,205 -5%
Baird Financial Group
131
Baird Financial Group
Wisconsin
$6.25M 22,533 +1,348 +6%
Lido Advisors
132
Lido Advisors
California
$6.17M 22,250 -221 -1%
CAAS
133
Capital Asset Advisory Services
Michigan
$6.16M 22,197 +22,197 New
TFP
134
Triune Financial Partners
Kansas
$6.01M 21,664 +21,664 New
Stifel Financial
135
Stifel Financial
Missouri
$5.94M 21,396 +6,312 +42%
SSIM
136
Sheets Smith Investment Management
Texas
$5.88M 21,173 +21,173 New
AWP
137
Ascent Wealth Partners
New York
$5.87M 21,142 -610 -3%
JSMC
138
Jess S. Morgan & Co
California
$5.86M 21,125 +1,018 +5%
AWA
139
Aquire Wealth Advisors
Utah
$5.85M 21,063 +21,063 New
SLT
140
St Louis Trust
Missouri
$5.82M 20,973 +4,313 +26%
AL
141
Aspiriant LLC
California
$5.77M 20,773 -73 -0.4%
WA
142
Waverly Advisors
Alabama
$5.72M 22,302 +4,264 +24%
MLFP
143
MPS Loria Financial Planners
Illinois
$5.7M 20,555 -203 -1%
PPA
144
Parametric Portfolio Associates
Washington
$5.7M 20,551 -39,107 -66%
FEG
145
Fund Evaluation Group
Ohio
$5.66M 20,401 -130 -0.6%
TC
146
Trust Company
Kansas
$5.59M 20,150 +20,150 New
FC
147
Financial Council
Maryland
$5.42M 19,520 +115 +0.6%
CPIG
148
Chicago Partners Investment Group
Illinois
$5.21M 20,406 -3,506 -15%
CIP
149
Chartwell Investment Partners
Pennsylvania
$5.13M 18,487 +910 +5%
WAG
150
Winthrop Advisory Group
Massachusetts
$5.1M 18,361 +157 +0.9%
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