IWV icon

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 %
EH
251
Equitable Holdings
New York
$1.27M -$414 -2 -0%
CTC
252
Central Trust Company
Missouri
$1.26M – – –
CCM
253
Cohen Capital Management
California
$1.26M – – –
WA
254
Wealth Architects
California
$1.24M – – –
AC
255
Apella Capital
Connecticut
$1.23M -$20.7K -100 -2%
CWM
256
Cahaba Wealth Management
Georgia
$1.23M -$635K -3,068 -34%
MFT
257
Moisand Fitzgerald Tamayo
Florida
$1.23M – – –
X
258
Xponance
Pennsylvania
$1.22M +$892K +4,309 +273%
BFG
259
Beacon Financial Group
Texas
$1.21M – – –
PCIG
260
Partners Capital Investment Group
Massachusetts
$1.21M – – –
ASN
261
Advisory Services Network
Georgia
$1.21M +$36.2K +175 +3%
LIG
262
Lokken Investment Group
Delaware
$1.2M +$7.04K +34 +0.6%
IA
263
IFP Advisors
Florida
$1.2M +$875K +5,342 +271%
Kayne Anderson Rudnick Investment Management
264
Kayne Anderson Rudnick Investment Management
California
$1.15M +$10.1K +49 +0.9%
NF
265
Nvest Financial
New Hampshire
$1.13M +$5.18K +25 +0.5%
DWM
266
Dakota Wealth Management
Florida
$1.13M +$617K +2,980 +119%
EPP
267
ETF Portfolio Partners
Kansas
$1.13M +$27.5K +133 +3%
SW
268
SVB Wealth
Massachusetts
$1.12M – – –
PGA
269
Portland Global Advisors
Maine
$1.1M – – –
MF
270
Manchester Financial
California
$1.09M -$9.32K -45 -0.9%
EVM
271
Eaton Vance Management
Massachusetts
$1.09M -$3.11K -15 -0.3%
9WM
272
9258 Wealth Management
Ohio
$1.08M -$231K -1,116 -18%
TF
273
Trek Financial
Arizona
$1.06M -$139K -673 -12%
PFA
274
Pure Financial Advisors
California
$1.05M +$45.5K +220 +5%
JWCA
275
J.W. Cole Advisors
Florida
$1.05M -$15.5K -75 -1%
9 10
11
12 13