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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
+$268M
2
VNIM
Vaughan Nelson Investment Management
Texas
+$68.6M
3
Morgan Stanley
Morgan Stanley
New York
+$50.1M
4
Ameriprise
Ameriprise
Minnesota
+$46.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$35.2M

Top Sellers

1
CWA
CM Wealth Advisors
Ohio
-$87.4M
2
BF
Brooklyn FI
New York
-$26.4M
3
BlackRock
BlackRock
New York
-$17.8M
4
State Street
State Street
Massachusetts
-$16M
5
GAG
GM Advisory Group
New York
-$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
251
Cahill Financial Advisors
Minnesota
$1.83M -$21.4K -97 -1%
AFAS
252
Acorn Financial Advisory Services
Virginia
$1.81M – – –
PFP
253
Pinnacle Financial Partners
Tennessee
$1.8M +$918K +4,158 +104%
IIM
254
Ironwood Investment Management
Massachusetts
$1.77M +$80.1K +363 +5%
CA
255
Cetera Advisors
Colorado
$1.73M -$13.2K -60 -0.8%
WCA
256
Waypoint Capital Advisors
Minnesota
$1.7M – – –
VPP
257
Vertex Planning Partners
Illinois
$1.7M +$1.7M +7,719 New
BFG
258
Bleakley Financial Group
New Jersey
$1.7M +$1.7M +7,685 New
MWM
259
Modera Wealth Management
New Jersey
$1.68M -$22.3K -101 -1%
PA
260
Planning Alternatives
Michigan
$1.67M – – –
CRWM
261
Castle Rock Wealth Management
California
$1.66M +$697K +2,973 +72%
SPC
262
Sigma Planning Corp
Michigan
$1.57M +$67.1K +304 +4%
CCM
263
Condor Capital Management
New Jersey
$1.56M -$3.48M -15,760 -69%
HFS
264
Heritage Financial Services
Massachusetts
$1.56M – – –
AC
265
Apella Capital
Connecticut
$1.54M +$225K +1,021 +17%
Janney Montgomery Scott
266
Janney Montgomery Scott
Pennsylvania
$1.53M +$481K +2,181 +46%
OFG
267
Oxford Financial Group
Indiana
$1.52M – – –
IAS
268
IMA Advisory Services
Colorado
$1.51M – – –
IBOK
269
Independence Bank of Kentucky
Kentucky
$1.48M -$240K -1,088 -14%
LNB
270
Ledyard National Bank
$1.46M -$62.7K -284 -4%
CCA
271
Column Capital Advisors
Indiana
$1.45M -$1.1K -5 -0.1%
KP
272
Keel Point
Alabama
$1.45M +$27.1K +123 +2%
BCM
273
Brookstone Capital Management
Illinois
$1.45M -$1.8M -8,066 -55%
RSC
274
Red Spruce Capital
Pennsylvania
$1.45M -$7.94K -36 -0.5%
TAM
275
Tocqueville Asset Management
New York
$1.41M +$1.41M +6,388 New
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