IWV icon

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 %
H
276
HoyleCohen
California
$1.39M +$1.39M +6,295 New
WAL
277
W Advisors LLC
Tennessee
$1.38M +$389K +1,763 +39%
JSW
278
Journey Strategic Wealth
New Jersey
$1.38M +$1.03M +4,669 +296%
CCM
279
Cohen Capital Management
California
$1.34M – – –
CTC
280
Central Trust Company
Missouri
$1.34M – – –
EH
281
Equitable Holdings
New York
$1.32M -$39.1K -177 -3%
CWM
282
Cahaba Wealth Management
Georgia
$1.32M +$2.87K +13 +0.2%
MFT
283
Moisand Fitzgerald Tamayo
Florida
$1.31M – – –
WA
284
Wealth Architects
California
$1.3M -$24.3K -110 -2%
PCIG
285
Partners Capital Investment Group
Massachusetts
$1.29M – – –
ASN
286
Advisory Services Network
Georgia
$1.29M +$3.97K +18 +0.3%
SMWM
287
Silvia McColl Wealth Management
California
$1.28M +$1.28M +5,802 New
FG
288
Foster Group
Iowa
$1.28M -$133K -604 -9%
BFG
289
Beacon Financial Group
Texas
$1.28M – – –
EPP
290
ETF Portfolio Partners
Kansas
$1.27M +$69.1K +313 +6%
VP
291
Verum Partners
North Carolina
$1.27M +$1.27M +5,739 New
Belvedere Trading
292
Belvedere Trading
Illinois
$1.25M +$1.25M +5,657 New
X
293
Xponance
Pennsylvania
$1.24M -$61.1K -277 -5%
Kayne Anderson Rudnick Investment Management
294
Kayne Anderson Rudnick Investment Management
California
$1.23M +$3.97K +18 +0.3%
LIG
295
Lokken Investment Group
Delaware
$1.22M -$63.1K -286 -5%
NF
296
Nvest Financial
New Hampshire
$1.21M +$5.74K +26 +0.5%
SW
297
SVB Wealth
Massachusetts
$1.2M +$5.3K +24 +0.4%
PGA
298
Portland Global Advisors
Maine
$1.17M – – –
MF
299
Manchester Financial
California
$1.16M – – –
DWM
300
Dakota Wealth Management
Florida
$1.14M -$66.2K -300 -5%
10 11
12
13 14