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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 %
KL
276
KilterHowling LLC
Colorado
$1.04M – – –
LWA
277
Lowe Wealth Advisors
Maryland
$1.02M – – –
MCM
278
Manchester Capital Management
Vermont
$1.01M – – –
EWM
279
Empirical Wealth Management
Washington
$1M – – –
GLLW
280
Graves Light Lenhart Wealth
Virginia
$989K – – –
PWM
281
PRW Wealth Management
Massachusetts
$987K -$291K -1,405 -23%
GL
282
Graypoint LLC
New York
$982K – – –
Janney Montgomery Scott
283
Janney Montgomery Scott
Pennsylvania
$979K +$229K +1,104 +30%
MWA
284
Motive Wealth Advisors
Michigan
$975K – – –
NEPWA
285
New England Private Wealth Advisors
Massachusetts
$966K -$1.83M -8,823 -65%
CTA
286
Chesley Taft & Associates
Illinois
$955K – – –
IWM
287
IHT Wealth Management
Illinois
$936K +$414 +2 +0%
WAL
288
W Advisors LLC
Tennessee
$932K -$44.5K -215 -5%
QCG
289
Quadrant Capital Group
Ohio
$915K +$2.49K +12 +0.3%
HF
290
HRT Financial
New York
$914K -$356K -1,719 -28%
CFO
291
CVA Family Office
Colorado
$911K – – –
AWS
292
Atria Wealth Solutions
New York
$911K -$84.5K -408 -8%
PGFC
293
Peapack-Gladstone Financial Corp
New Jersey
$904K – – –
AIA
294
Alera Investment Advisors
Illinois
$902K – – –
FCI
295
Financial Counselors Inc
Kansas
$886K – – –
HA
296
HC Advisors
Georgia
$884K – – –
BTWM
297
Baker Tilly Wealth Management
Wisconsin
$883K +$72.8K +352 +9%
MA
298
MUFG Americas
New York
$878K – – –
SSWM
299
Smith Salley Wealth Management
North Carolina
$877K +$29.8K +144 +4%
AAMC
300
Asset Allocation & Management Company
Illinois
$874K +$874K +4,221 New
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