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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
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 %
KeyBank National Association
126
KeyBank National Association
Ohio
$6.9M +$5.07M +19,337 +278%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$6.87M +$248K +944 +4%
RPCA
128
Running Point Capital Advisors
California
$6.8M +$542K +2,065 +9%
WT
129
Whittier Trust
California
$6.67M – – –
Citigroup
130
Citigroup
New York
$6.64M +$3.46M +13,181 +109%
KAS
131
Kestra Advisory Services
Texas
$6.51M -$218K -832 -3%
TC
132
Trust Company
Kansas
$6.48M +$1.19M +4,541 +23%
LNWWM
133
Laird Norton Wetherby Wealth Management
California
$6.42M -$22K -84 -0.3%
GMA
134
Goldstein Munger & Associates
California
$6.35M +$24.9K +95 +0.4%
Lido Advisors
135
Lido Advisors
California
$6.32M +$484K +1,844 +8%
BCI
136
Brinker Capital Investments
Pennsylvania
$6.32M -$32.3K -123 -0.5%
TFS
137
TrustCore Financial Services
Tennessee
$6.31M +$4.44M +16,929 +238%
SLT
138
St Louis Trust
Missouri
$6.19M +$692K +2,636 +13%
AWP
139
Ascent Wealth Partners
New York
$5.94M +$396K +1,510 +7%
AL
140
Aspiriant LLC
California
$5.93M +$476K +1,814 +9%
Citadel Advisors
141
Citadel Advisors
Florida
$5.91M +$5.91M +22,513 New
CAAS
142
Capital Asset Advisory Services
Michigan
$5.82M – – –
CWM
143
Chesapeake Wealth Management
Virginia
$5.74M -$223K -850 -4%
TFP
144
Triune Financial Partners
Kansas
$5.7M +$16.3K +62 +0.3%
Baird Financial Group
145
Baird Financial Group
Wisconsin
$5.67M -$245K -934 -4%
SSIM
146
Sheets Smith Investment Management
Texas
$5.65M +$98.1K +374 +2%
AWA
147
Aquire Wealth Advisors
Utah
$5.52M -$2.1K -8 -0%
MLFP
148
MPS Loria Financial Planners
Illinois
$5.36M -$32.3K -123 -0.6%
PPA
149
Parametric Portfolio Associates
Washington
$5.35M -$41.5K -158 -0.8%
Stifel Financial
150
Stifel Financial
Missouri
$5.27M -$346K -1,318 -6%
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