IWV icon

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 %
FNBOO
201
First National Bank of Omaha
Nebraska
$2.67M +$218K +832 +9%
ZF
202
Zhang Financial
Michigan
$2.65M – – –
MWM
203
Mission Wealth Management
California
$2.62M +$525 +2 +0%
JSMC
204
Jess S. Morgan & Co
California
$2.61M -$2.93M -11,165 -53%
CHC
205
City Holding Co
West Virginia
$2.58M +$27.5K +105 +1%
CWM
206
Cedar Wealth Management
California
$2.57M -$159K -606 -6%
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$2.55M +$908K +3,462 +55%
CCM
208
Condor Capital Management
New Jersey
$2.55M +$2.55M +9,710 New
IAN
209
Integrated Advisors Network
Texas
$2.53M – – –
GW
210
GW & Wade
Massachusetts
$2.52M – – –
IFWM
211
Institute for Wealth Management
Colorado
$2.46M – – –
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$2.36M +$588K +2,240 +33%
CWM
213
Cahaba Wealth Management
Georgia
$2.34M -$55.8K -234 -2%
RTS
214
Round Table Services
New Jersey
$2.34M -$485K -1,847 -17%
SQA
215
Simon Quick Advisors
New Jersey
$2.33M -$106K -405 -4%
MWM
216
Modera Wealth Management
New Jersey
$2.27M +$363K +1,384 +19%
BFM
217
Boston Financial Management
Massachusetts
$2.25M +$235K +895 +12%
SA
218
SL Advisors
New Jersey
$2.24M +$6.56K +25 +0.3%
CFA
219
Cahill Financial Advisors
Minnesota
$2.24M -$436K -1,663 -16%
AFAS
220
Acorn Financial Advisory Services
Virginia
$2.22M -$114K -434 -5%
CA
221
Cetera Advisors
Colorado
$2.19M +$33.8K +129 +2%
AWAG
222
ARS Wealth Advisors Group
Florida
$2.08M -$108K -413 -5%
FH
223
FWG Holdings
Florida
$2.06M -$85.3K -325 -4%
PA
224
Planning Alternatives
Michigan
$1.99M – – –
IIM
225
Ironwood Investment Management
Massachusetts
$1.98M +$277K +1,055 +16%
7 8
9
10 11