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iShares Russell 3000 ETF
IWV

Overview Fund Activity

692 hedge funds and large institutions have $6.44B invested in iShares Russell 3000 ETF in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 201 increasing their positions, 189 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
692
Holders Change
+49
Holders Change %
+7.62%
% of All Funds
11.16%
Holding in Top 10
59
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18%
% of All Funds
0.95%
New
100
Increased
201
Reduced
189
Closed
35
Calls
$11.7M
Puts
$2.43M
Net Calls
+$9.25M
Net Calls Change
+$2.18M

Top Buyers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$512M
2
VNIM
Vaughan Nelson Investment Management
Texas
$68.7M
3
Morgan Stanley
Morgan Stanley
New York
$205M
4
Ameriprise
Ameriprise
Minnesota
$217M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$42.3M

Top Sellers

1
CWA
CM Wealth Advisors
Ohio
$305K
2
BF
Brooklyn FI
New York
$13.9M
3
BlackRock
BlackRock
New York
$132M
4
State Street
State Street
Massachusetts
$3.55M
5
GAG
GM Advisory Group
New York
$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
226
Mission Wealth Management
California
$2.32M +$110K +497 +5%
EW
227
Evoke Wealth
California
$2.32M – – –
ZF
228
Zhang Financial
Michigan
$2.29M -$38K -172 -2%
SWP
229
Stratos Wealth Partners
Ohio
$2.26M +$72.8K +330 +3%
FHC
230
First Heartland Consultants
Missouri
$2.26M -$119K -539 -5%
JIP
231
Jaffetilchin Investment Partners
Florida
$2.25M -$1.78M -8,069 -44%
BFPW
232
BOK Financial Private Wealth
Colorado
$2.23M +$1.99M +9,021 +847%
SWA
233
Sax Wealth Advisors
New Jersey
$2.21M +$25.6K +116 +1%
LC
234
Lindbrook Capital
California
$2.16M +$2.16M +9,783 New
GW
235
GW & Wade
Massachusetts
$2.15M – – –
Diamond Hill Capital Management
236
Diamond Hill Capital Management
Ohio
$2.13M +$2.13M +9,644 New
IAN
237
Integrated Advisors Network
Texas
$2.13M – – –
IWC
238
Integrated Wealth Concepts
Massachusetts
$2.09M -$104K -470 -5%
BFM
239
Boston Financial Management
Massachusetts
$2.08M – – –
TA
240
Trellis Advisors
Washington
$2.08M -$370K -1,676 -15%
IFWM
241
Institute for Wealth Management
Colorado
$2.07M – – –
ClearBridge Investments
242
ClearBridge Investments
New York
$2.06M +$2.06M +9,339 New
AI
243
Atria Investments
North Carolina
$2.05M +$2.05M +9,268 New
FLPIM
244
F.L. Putnam Investment Management
Massachusetts
$2.02M -$235K -1,064 -10%
KAM
245
Knightsbridge Asset Management
California
$1.98M +$1.74M +7,902 +725%
FH
246
FWG Holdings
Florida
$1.95M -$34.6K -157 -2%
FNBOO
247
First National Bank of Omaha
Nebraska
$1.95M -$15.5K -70 -0.8%
SA
248
SL Advisors
New Jersey
$1.91M +$18.1K +82 +1%
WPC
249
Wedmont Private Capital
Pennsylvania
$1.84M +$6.71K +30 +0.4%
SC
250
Savant Capital
Illinois
$1.84M -$53.1K -241 -3%
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