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iShares Russell 3000 ETF
IWV

Overview Fund Activity

643 hedge funds and large institutions have $5.62B invested in iShares Russell 3000 ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 188 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
11.12%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.86%
New
45
Increased
177
Reduced
188
Closed
33
Calls
$10.3M
Puts
$3.19M
Net Calls
+$7.06M
Net Calls Change
+$3.79M

Top Buyers

1
CWA
CM Wealth Advisors
Ohio
+$396M
2
Ameriprise
Ameriprise
Minnesota
+$45.4M
3
KeyBank National Association
KeyBank National Association
Ohio
+$42.9M
4
KCM
Karp Capital Management
California
+$27.9M
5
SEM
Strategic Equity Management
Arizona
+$18.7M

Top Sellers

1
MPCL
My Personal CFO LLC
Washington
-$255M
2
Morgan Stanley
Morgan Stanley
New York
-$72.3M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$38.7M
4
VNIM
Vaughan Nelson Investment Management
Texas
-$25M
5
FIB
First Interstate Bank
Montana
-$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IBOK
226
Independence Bank of Kentucky
Kentucky
$1.62M -$3.11K -15 -0.2%
WCA
227
Waypoint Capital Advisors
Minnesota
$1.6M – – –
MWM
228
Modera Wealth Management
New Jersey
$1.6M -$120K -581 -7%
IIM
229
Ironwood Investment Management
Massachusetts
$1.59M +$5.8K +28 +0.4%
PA
230
Planning Alternatives
Michigan
$1.57M – – –
CGL
231
Clarius Group LLC
Washington
$1.52M -$298K -1,438 -16%
LFA
232
Legacy Financial Advisors
Kentucky
$1.49M -$5.39K -26 -0.4%
CIBC Private Wealth Group
233
CIBC Private Wealth Group
Georgia
$1.47M -$120K -582 -8%
HFS
234
Heritage Financial Services
Massachusetts
$1.46M -$6.83K -33 -0.5%
LNB
235
Ledyard National Bank
$1.43M -$2.07K -10 -0.1%
OFG
236
Oxford Financial Group
Indiana
$1.43M +$1.66K +8 +0.1%
IAS
237
IMA Advisory Services
Colorado
$1.41M – – –
HSBC Holdings
238
HSBC Holdings
United Kingdom
$1.41M +$525K +2,525 +59%
SPC
239
Sigma Planning Corp
Michigan
$1.41M -$9.32K -45 -0.7%
SAM
240
Silvercrest Asset Management
New York
$1.38M -$1.29M -6,250 -48%
TFCP
241
Twin Focus Capital Partners
Massachusetts
$1.37M – – –
AWAG
242
ARS Wealth Advisors Group
Florida
$1.37M -$70.4K -340 -5%
RSC
243
Red Spruce Capital
Pennsylvania
$1.36M +$12.8K +62 +0.9%
CCA
244
Column Capital Advisors
Indiana
$1.36M – – –
CWM
245
C2C Wealth Management
Arizona
$1.36M – – –
KP
246
Keel Point
Alabama
$1.33M +$621 +3 +0%
FG
247
Foster Group
Iowa
$1.32M -$1.81M -8,740 -58%
HPA
248
High Probability Advisors
New York
$1.32M +$927K +4,479 +237%
CRC
249
Curi RMB Capital
Illinois
$1.31M -$1.09M -5,249 -45%
ACM
250
Armbruster Capital Management
New York
$1.3M -$148K -714 -10%
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