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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 %
NEPWA
301
New England Private Wealth Advisors
Massachusetts
$1.14M +$111K +501 +11%
JWCA
302
J.W. Cole Advisors
Florida
$1.11M -$3.97K -18 -0.4%
SFG
303
Sterling Financial Group
California
$1.1M +$1.1M +5,000 New
9WM
304
9258 Wealth Management
Ohio
$1.1M -$48.3K -219 -4%
IWMA
305
Ironwood Wealth Management (Arizona)
Arizona
$1.09M +$364K +1,649 +50%
LWA
306
Lowe Wealth Advisors
Maryland
$1.09M – – –
AA
307
Alesco Advisors
New York
$1.08M +$642K +2,908 +145%
MCM
308
Manchester Capital Management
Vermont
$1.07M – – –
EWM
309
Empirical Wealth Management
Washington
$1.07M – – –
GLLW
310
Graves Light Lenhart Wealth
Virginia
$1.05M – – –
PFA
311
Pure Financial Advisors
California
$1.05M -$68.4K -310 -6%
GL
312
Graypoint LLC
New York
$1.05M +$662 +3 +0.1%
CTA
313
Chesley Taft & Associates
Illinois
$1.02M – – –
EWM
314
Evercore Wealth Management
New York
$1.02M +$299K +1,357 +42%
MWA
315
Motive Wealth Advisors
Michigan
$1.01M -$24.7K -112 -2%
FMI
316
Fiduciary Management Inc
Wisconsin
$1.01M +$1.01M +4,595 New
AHC
317
Anderson Hoagland & Co
Missouri
$1.01M +$787K +3,500 +350%
TF
318
Trek Financial
Arizona
$1M -$131K -592 -12%
IWM
319
IHT Wealth Management
Illinois
$998K +$662 +3 +0.1%
HF
320
HRT Financial
New York
$990K +$16.5K +75 +2%
CFO
321
CVA Family Office
Colorado
$971K – – –
AIA
322
Alera Investment Advisors
Illinois
$962K – – –
FCI
323
Financial Counselors Inc
Kansas
$944K – – –
PGFC
324
Peapack-Gladstone Financial Corp
New Jersey
$943K -$20.1K -91 -2%
HA
325
HC Advisors
Georgia
$942K – – –
11 12
13
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