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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 %
ADL
301
Asset Dedication LLC
California
$870K +$870K +4,201 New
CFG
302
Citizens Financial Group
Rhode Island
$864K +$3.94K +19 +0.5%
CRWM
303
Castle Rock Wealth Management
California
$857K +$276K +1,331 +48%
MAC
304
Mason & Associates (California)
California
$850K -$1.04K -5 -0.1%
LBC
305
Lowe Brockenbrough & Co
Virginia
$842K – – –
DADC
306
D.A. Davidson & Co
Montana
$840K -$32.7K -158 -4%
GCA
307
Greenwood Capital Associates
South Carolina
$839K – – –
MPCG
308
Matrix Private Capital Group
New York
$836K – – –
VCP
309
Vista Capital Partners
Oregon
$834K – – –
IA
310
IFG Advisory
Georgia
$829K +$2.07K +10 +0.3%
Millennium Management
311
Millennium Management
New York
$826K +$544K +2,629 +193%
PFP
312
Pinnacle Financial Partners
Tennessee
$824K – – –
SIC
313
SJS Investment Consulting
Ohio
$822K +$822K +3,968 New
CC
314
Cornerstone Capital
California
$817K +$10.8K +52 +1%
APG
315
Abacus Planning Group
South Carolina
$804K – – –
SCG
316
Sonata Capital Group
Washington
$802K -$580K -2,800 -42%
MCM
317
MAI Capital Management
Ohio
$794K +$16.8K +81 +2%
MCA
318
MSH Capital Advisors
Arizona
$792K -$128K -620 -14%
RSWM
319
Robertson Stephens Wealth Management
California
$785K – – –
SPP
320
Single Point Partners
Massachusetts
$782K +$782K +3,779 New
Luther King Capital Management (LKCM)
321
Luther King Capital Management (LKCM)
Texas
$770K – – –
ST
322
Sabal Trust
Florida
$766K – – –
HCM
323
Hollencrest Capital Management
California
$752K -$400K -1,935 -35%
BAM
324
Beaumont Asset Management
Texas
$751K +$122K +590 +19%
PP
325
Prosperity Planning
Missouri
$744K -$25.1K -121 -3%
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