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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 %
VPP
276
Vertex Planning Partners
Illinois
$1.26M -$560K -2,378 -31%
PGA
277
Portland Global Advisors
Maine
$1.25M – – –
CCMG
278
Clark Capital Management Group
Pennsylvania
$1.24M -$1.46M -6,191 -54%
MF
279
Manchester Financial
California
$1.23M – – –
NEPWA
280
New England Private Wealth Advisors
Massachusetts
$1.22M +$4K +17 +0.3%
DWM
281
Dakota Wealth Management
Florida
$1.22M -$1.65K -7 -0.1%
KL
282
KilterHowling LLC
Colorado
$1.2M -$5.2M -22,106 -81%
JWCA
283
J.W. Cole Advisors
Florida
$1.19M +$3.53K +15 +0.3%
IWMA
284
Ironwood Wealth Management (Arizona)
Arizona
$1.16M -$4.47K -19 -0.4%
ZIM
285
Zacks Investment Management
Illinois
$1.16M -$7.17M -30,468 -86%
MCM
286
Manchester Capital Management
Vermont
$1.15M – – –
EWM
287
Empirical Wealth Management
Washington
$1.14M – – –
GLLW
288
Graves Light Lenhart Wealth
Virginia
$1.12M – – –
LWA
289
Lowe Wealth Advisors
Maryland
$1.12M -$42.4K -180 -4%
BFG
290
Bleakley Financial Group
New Jersey
$1.12M -$691K -2,935 -38%
SS
291
Simplicity Solutions
Minnesota
$1.12M +$1.12M +4,750 New
PFA
292
Pure Financial Advisors
California
$1.11M -$8.24K -35 -0.7%
SFG
293
Sterling Financial Group
California
$1.1M – – –
SW
294
SVB Wealth
Massachusetts
$1.1M -$184K -783 -14%
CTA
295
Chesley Taft & Associates
Illinois
$1.09M – – –
EWM
296
Evercore Wealth Management
New York
$1.08M – – –
BW
297
BIP Wealth
Georgia
$1.07M +$1.07M +4,532 New
IWM
298
IHT Wealth Management
Illinois
$1.07M +$235 +1 +0%
AHC
299
Anderson Hoagland & Co
Missouri
$1.06M – – –
9WM
300
9258 Wealth Management
Ohio
$1.05M -$123K -522 -10%
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