iShares Russell 3000 ETF
659 hedge funds and large institutions have $6.62B invested in iShares Russell 3000 ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 181 increasing their positions, 215 reducing their positions, and 61 closing their positions.
9% more call options, than puts
Call options by funds: $5.48M | Put options by funds: $5.01M
0.47% less ownership
Funds ownership: 55.58% → 55.11% (-0.47%)
2% less funds holding
Funds holding: 672 → 659 (-13)
8% less capital invested
Capital invested by funds: $7.23B → $6.62B (-$610M)
10% less funds holding in top 10
Funds holding in top 10: 62 → 56 (-6)
13% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 61
16% less repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 215
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFIMH
American Family Insurance Mutual Holding
Madison,
Wisconsin
|
+$72.2M |
| 2 |
CG
Colony Group
Boston,
Massachusetts
|
+$45.7M |
| 3 |
Cerity Partners
New York
|
+$21.6M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$15.6M |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$67.9M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$54.6M |
| 3 |
KCM
Karp Capital Management
Sausalito,
California
|
-$53.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$35.5M |
| 5 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$33.2M |
IWV Hedge Fund Activity: Q1 2022 in Review
659 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q1 2022, worth a combined $6.62B — down 8.4% from $7.23B a quarter earlier.
Sellers outnumbered buyers: 61 funds closed out of IWV and 53 opened new positions — a net loss of 8 holders — while 215 trimmed existing stakes and 181 added.
The largest buyer was American Family Insurance Mutual Holding, adding an estimated $72.2M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $67.9M.
- 659 institutional investors held iShares Russell 3000 ETF (IWV) as of Q1 2022, down from 672 in Q4 2021.
- Funds reported $6.62B of iShares Russell 3000 ETF stock for Q1 2022, down 8.4% quarter-over-quarter.
- 53 funds opened new iShares Russell 3000 ETF positions in Q1 2022 and 61 closed out, a net change of -8 holders.
- The largest iShares Russell 3000 ETF buyer in Q1 2022 was American Family Insurance Mutual Holding, an estimated $72.2M added.
- The largest iShares Russell 3000 ETF seller in Q1 2022 was JP Morgan Private Wealth Advisors, an estimated $67.9M sold.
Based on aggregated 13F filings for Q1 2022.