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iShares Russell 3000 ETF
IWV

Overview Fund Activity

662 hedge funds and large institutions have $6.02B invested in iShares Russell 3000 ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 152 increasing their positions, 223 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
-30
Holders Change %
-4.34%
% of All Funds
10.6%
Holding in Top 10
49
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-16.95%
% of All Funds
0.78%
New
48
Increased
152
Reduced
223
Closed
63
Calls
$8.36M
Puts
$1.91M
Net Calls
+$6.45M
Net Calls Change
-$2.8M

Top Buyers

1
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$100M
2
Morgan Stanley
Morgan Stanley
New York
$266M
3
SC
Savant Capital
Illinois
$15.8M
4
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$9.27M
5
PI
Parkside Investments
Illinois
$8.39M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$254M
2
Ameriprise
Ameriprise
Minnesota
$129M
3
VNIM
Vaughan Nelson Investment Management
Texas
$80K
4
Bank of America
Bank of America
North Carolina
$224M
5
CAM
Cresset Asset Management
Illinois
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
226
CIBC Private Wealth Group
Georgia
$2.16M -$3.9M -16,587 -64%
TA
227
Trellis Advisors
Washington
$2.14M -$70.6K -300 -3%
X
228
Xponance
Pennsylvania
$2.12M +$805K +3,418 +61%
FNBOO
229
First National Bank of Omaha
Nebraska
$2.08M – – –
FLPIM
230
F.L. Putnam Investment Management
Massachusetts
$2.08M -$75.1K -319 -3%
SA
231
SL Advisors
New Jersey
$2.04M +$7.3K +31 +0.4%
CFA
232
Cahill Financial Advisors
Minnesota
$1.95M +$7.06K +30 +0.4%
WPC
233
Wedmont Private Capital
Pennsylvania
$1.95M +$19K +81 +1%
AFAS
234
Acorn Financial Advisory Services
Virginia
$1.93M – – –
PFP
235
Pinnacle Financial Partners
Tennessee
$1.92M – – –
IIM
236
Ironwood Investment Management
Massachusetts
$1.9M +$6.59K +28 +0.3%
WCA
237
Waypoint Capital Advisors
Minnesota
$1.82M – – –
PA
238
Planning Alternatives
Michigan
$1.78M – – –
SBH
239
Segall Bryant & Hamill
Illinois
$1.77M -$1.79M -7,595 -50%
RB
240
Renasant Bank
Mississippi
$1.72M +$1.72M +7,326 New
FTUS
241
Flow Traders U.S.
New York
$1.71M -$11.7M -49,881 -87%
FG
242
Foster Group
Iowa
$1.69M +$330K +1,402 +24%
MWM
243
Modera Wealth Management
New Jersey
$1.68M -$117K -497 -7%
HFS
244
Heritage Financial Services
Massachusetts
$1.66M +$1.88K +8 +0.1%
SPC
245
Sigma Planning Corp
Michigan
$1.64M -$26.6K -113 -2%
OFG
246
Oxford Financial Group
Indiana
$1.63M +$8.95K +38 +0.6%
FH
247
FWG Holdings
Florida
$1.63M -$454K -1,930 -22%
IAS
248
IMA Advisory Services
Colorado
$1.61M – – –
IBOK
249
Independence Bank of Kentucky
Kentucky
$1.58M -$6.59K -28 -0.4%
HF
250
HRT Financial
New York
$1.57M +$515K +2,190 +49%
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