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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 %
LNB
251
Ledyard National Bank
$1.55M -$3.53K -15 -0.2%
CCA
252
Column Capital Advisors
Indiana
$1.54M -$7.3K -31 -0.5%
CRWM
253
Castle Rock Wealth Management
California
$1.53M -$146K -621 -9%
H
254
HoyleCohen
California
$1.51M +$30.6K +130 +2%
EH
255
Equitable Holdings
New York
$1.51M +$105K +444 +7%
RSC
256
Red Spruce Capital
Pennsylvania
$1.5M -$38.4K -163 -2%
SFS
257
Sowell Financial Services
Arkansas
$1.44M +$1.44M +6,125 New
PFO
258
Pathstone Family Office
New Jersey
$1.44M +$1.44M +6,108 New
CCM
259
Cohen Capital Management
California
$1.43M – – –
CTC
260
Central Trust Company
Missouri
$1.43M – – –
ASN
261
Advisory Services Network
Georgia
$1.42M +$46.1K +196 +3%
CWM
262
Cahaba Wealth Management
Georgia
$1.41M +$4.94K +21 +0.4%
MFT
263
Moisand Fitzgerald Tamayo
Florida
$1.4M – – –
WA
264
Wealth Architects
California
$1.39M – – –
PCIG
265
Partners Capital Investment Group
Massachusetts
$1.38M – – –
HPA
266
High Probability Advisors
New York
$1.37M -$1.28M -5,450 -48%
SMWM
267
Silvia McColl Wealth Management
California
$1.36M -$5.89K -25 -0.4%
BFG
268
Beacon Financial Group
Texas
$1.36M – – –
VP
269
Verum Partners
North Carolina
$1.35M – – –
LIG
270
Lokken Investment Group
Delaware
$1.35M +$53.2K +226 +4%
EPP
271
ETF Portfolio Partners
Kansas
$1.34M -$11.8K -50 -0.9%
Kayne Anderson Rudnick Investment Management
272
Kayne Anderson Rudnick Investment Management
California
$1.33M +$13.4K +57 +1%
NF
273
Nvest Financial
New Hampshire
$1.3M +$4.71K +20 +0.4%
WAL
274
W Advisors LLC
Tennessee
$1.28M -$197K -838 -13%
GSC
275
Grey Street Capital
Illinois
$1.27M +$1.27M +5,401 New
9 10
11
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