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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 %
EWA
151
EP Wealth Advisors
California
$4.69M 16,911 +4,401 +35%
LWMG
152
Levy Wealth Management Group
Pennsylvania
$4.68M 16,866 -36 -0.2%
FHB
153
First Hawaiian Bank
Hawaii
$4.58M 16,497 -435 -3%
OSAM
154
O'Shaughnessy Asset Management
Connecticut
$4.41M 15,903 +15,903 New
CAM
155
Cozad Asset Management
Illinois
$4.4M 15,847 -37 -0.2%
LFS
156
Lutz Financial Services
Nebraska
$4.39M 15,832 – –
HHGA
157
Halbert Hargrove Global Advisors
California
$4.22M 15,194 -32,343 -68%
ZIM
158
Zacks Investment Management
Illinois
$4.1M 14,789 +13,990 +1,751%
SHGA
159
Sand Hill Global Advisors
California
$4M 14,427 +2 +0%
Victory Capital Management
160
Victory Capital Management
Texas
$3.99M 14,383 -39,010 -73%
ECG
161
Edge Capital Group
Georgia
$3.99M 14,383 -11 -0.1%
Prudential Financial
162
Prudential Financial
New Jersey
$3.98M 14,370 – –
C
163
Certuity
Florida
$3.88M 13,963 -2,531 -15%
BFC
164
Blue Fin Capital
Rhode Island
$3.86M 13,927 -246 -2%
Federated Hermes
165
Federated Hermes
Pennsylvania
$3.82M 13,769 +13,733 +38,147%
AllianceBernstein
166
AllianceBernstein
Tennessee
$3.81M 13,744 +11 +0.1%
JFGIW
167
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.65M 13,138 -10 -0.1%
CSWM
168
Cassady Schiller Wealth Management
Ohio
$3.64M 13,131 +13,131 New
WCM
169
Wealthcare Capital Management
Virginia
$3.56M 12,837 – –
V
170
Veritable
Delaware
$3.56M 12,831 +21 +0.2%
FLPIM
171
F.L. Putnam Investment Management
Massachusetts
$3.49M 12,588 -706 -5%
CCA
172
Column Capital Advisors
Indiana
$3.44M 12,380 +11,143 +901%
JFG
173
JMG Financial Group
Illinois
$3.43M 12,376 -443 -3%
BSW
174
Buckingham Strategic Wealth
Missouri
$3.39M 12,223 -68 -0.6%
SIM
175
Strategic Investment Management
Virginia
$3.38M 12,170 +5,340 +78%
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