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

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$295M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$46.5M
3
KCM
Karp Capital Management
California
$0
4
Bank of America
Bank of America
North Carolina
$237M
5
CFA
Camarda Financial Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
151
Financial Council
Maryland
$5.05M -$68.5K -261 -1%
WA
152
Waverly Advisors
Alabama
$5.05M -$799K -3,045 -14%
SB
153
Simmons Bank
Arkansas
$4.99M -$1.17M -4,451 -19%
EWA
154
EP Wealth Advisors
California
$4.86M +$427K +1,629 +10%
AIM
155
Allen Investment Management
New York
$4.85M +$3.59M +13,683 +285%
CIP
156
Chartwell Investment Partners
Pennsylvania
$4.85M – – –
WAG
157
Winthrop Advisory Group
Massachusetts
$4.85M +$31.2K +119 +0.6%
Susquehanna International Group
158
Susquehanna International Group
Pennsylvania
$4.83M +$4.47M +17,057 +1,257%
CPIG
159
Chicago Partners Investment Group
Illinois
$4.53M -$89.3K -395 -2%
LWMG
160
Levy Wealth Management Group
Pennsylvania
$4.41M -$13.4K -51 -0.3%
CAM
161
Cozad Asset Management
Illinois
$4.16M – – –
FHB
162
First Hawaiian Bank
Hawaii
$4.14M -$187K -713 -4%
WCG
163
Wall Capital Group
Arizona
$4.02M +$4.02M +15,337 New
LFS
164
Lutz Financial Services
Nebraska
$4M -$152K -579 -4%
SHGA
165
Sand Hill Global Advisors
California
$3.81M +$28.3K +108 +0.7%
BCM
166
Brookstone Capital Management
Illinois
$3.81M -$2.65M -10,416 -41%
ECG
167
Edge Capital Group
Georgia
$3.77M – – –
Prudential Financial
168
Prudential Financial
New Jersey
$3.77M – – –
C
169
Certuity
Florida
$3.67M +$7.09K +27 +0.2%
BFC
170
Blue Fin Capital
Rhode Island
$3.67M +$11.8K +45 +0.3%
AllianceBernstein
171
AllianceBernstein
Tennessee
$3.64M +$31.7K +121 +0.9%
JIP
172
Jaffetilchin Investment Partners
Florida
$3.52M +$3.52M +15,607 New
BSW
173
Buckingham Strategic Wealth
Missouri
$3.45M +$242K +923 +8%
CSWM
174
Cassady Schiller Wealth Management
Ohio
$3.45M – – –
GP
175
Greenline Partners
New York
$3.44M +$1.15M +4,375 +50%
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