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iShares Russell 3000 ETF
IWV

Overview Fund Activity

639 hedge funds and large institutions have $5.46B invested in iShares Russell 3000 ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 179 increasing their positions, 199 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
639
Holders Change
-17
Holders Change %
-2.59%
% of All Funds
10.8%
Holding in Top 10
54
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.57%
% of All Funds
0.91%
New
54
Increased
179
Reduced
199
Closed
67
Calls
$6.07M
Puts
$2.79M
Net Calls
+$3.28M
Net Calls Change
+$2.81M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$228M
2
VNIM
Vaughan Nelson Investment Management
Texas
$26.3M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$43.6M
4
FIB
First Interstate Bank
Montana
$18.4M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$50M

Top Sellers

1
AFIMH
American Family Insurance Mutual Holding
Wisconsin
$0
2
Ameriprise
Ameriprise
Minnesota
$119M
3
TF
TLWM Financial
Texas
$31.7M
4
WI
WBI Investments
New Jersey
$0
5
BlackRock
BlackRock
New York
$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
FH
226
FWG Holdings
Florida
$1.79M +$83.2K +383 +5%
WPC
227
Wedmont Private Capital
Pennsylvania
$1.78M +$457K +2,103 +35%
CA
228
Cetera Advisors
Colorado
$1.74M -$69.6K -320 -4%
AFAS
229
Acorn Financial Advisory Services
Virginia
$1.73M -$111K -509 -6%
IBOK
230
Independence Bank of Kentucky
Kentucky
$1.7M +$98.9K +455 +6%
WCA
231
Waypoint Capital Advisors
Minnesota
$1.68M +$1.68M +7,725 New
CIBC Private Wealth Group
232
CIBC Private Wealth Group
Georgia
$1.68M -$277K -1,273 -14%
IIM
233
Ironwood Investment Management
Massachusetts
$1.66M +$23.5K +108 +1%
IWC
234
Integrated Wealth Concepts
Massachusetts
$1.65M +$1.3M +5,991 +371%
PA
235
Planning Alternatives
Michigan
$1.65M – – –
LFA
236
Legacy Financial Advisors
Kentucky
$1.57M +$839K +3,860 +114%
KP
237
Keel Point
Alabama
$1.57M +$975 +4 +0.1%
HFS
238
Heritage Financial Services
Massachusetts
$1.54M – – –
ACM
239
Armbruster Capital Management
New York
$1.52M -$760K -3,497 -33%
AWAG
240
ARS Wealth Advisors Group
Florida
$1.51M -$216K -994 -13%
LNB
241
Ledyard National Bank
$1.5M -$21.1K -97 -1%
OFG
242
Oxford Financial Group
Indiana
$1.5M -$70.2K -323 -4%
SPC
243
Sigma Planning Corp
Michigan
$1.49M +$158K +727 +12%
IAS
244
IMA Advisory Services
Colorado
$1.48M – – –
SCG
245
Sonata Capital Group
Washington
$1.45M -$87K -400 -6%
TFCP
246
Twin Focus Capital Partners
Massachusetts
$1.44M -$27.2K -125 -2%
CCA
247
Column Capital Advisors
Indiana
$1.43M -$138K -636 -9%
RSC
248
Red Spruce Capital
Pennsylvania
$1.42M -$1.96K -9 -0.1%
CWM
249
C2C Wealth Management
Arizona
$1.41M – – –
CFN
250
Cordasco Financial Network
Florida
$1.39M +$19.6K +90 +1%
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