IWV icon

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 %
9WM
251
9258 Wealth Management
Ohio
$1.38M -$126K -579 -8%
PWM
252
PRW Wealth Management
Massachusetts
$1.34M -$1.4M -6,448 -51%
EH
253
Equitable Holdings
New York
$1.34M +$80K +368 +6%
HF
254
HRT Financial
New York
$1.33M +$315K +1,449 +31%
CTC
255
Central Trust Company
Missouri
$1.32M – – –
CCM
256
Cohen Capital Management
California
$1.32M – – –
OMC
257
Old Mission Capital
Illinois
$1.32M +$1.32M +6,065 New
AC
258
Apella Capital
Connecticut
$1.32M -$12.2K -56 -0.9%
E
259
Ergoteles
New York
$1.31M +$1.31M +6,015 New
WA
260
Wealth Architects
California
$1.3M – – –
BCM
261
Brookstone Capital Management
Illinois
$1.3M -$2.07M -9,191 -61%
BFG
262
Beacon Financial Group
Texas
$1.29M -$89.4K -400 -6%
MFT
263
Moisand Fitzgerald Tamayo
Florida
$1.29M +$766K +3,526 +146%
PA
264
Procyon Advisors
Connecticut
$1.29M +$1.29M +5,922 New
PCIG
265
Partners Capital Investment Group
Massachusetts
$1.27M – – –
TF
266
Trek Financial
Arizona
$1.26M -$80.7K -371 -6%
LIG
267
Lokken Investment Group
Delaware
$1.25M -$18.3K -84 -1%
ASN
268
Advisory Services Network
Georgia
$1.23M +$58.7K +270 +5%
HCM
269
Hollencrest Capital Management
California
$1.21M – – –
Kayne Anderson Rudnick Investment Management
270
Kayne Anderson Rudnick Investment Management
California
$1.2M -$15.9K -73 -1%
NF
271
Nvest Financial
New Hampshire
$1.19M +$3.48K +16 +0.3%
SW
272
SVB Wealth
Massachusetts
$1.18M -$21.7K -100 -2%
EPP
273
ETF Portfolio Partners
Kansas
$1.16M +$24.3K +112 +2%
PGA
274
Portland Global Advisors
Maine
$1.15M +$4.35K +20 +0.4%
MF
275
Manchester Financial
California
$1.15M +$1.15M +5,291 New
9 10
11
12 13