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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
+$76.9M
2
Morgan Stanley
Morgan Stanley
New York
+$48M
3
SC
Savant Capital
Illinois
+$13.9M
4
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
+$9.27M
5
PI
Parkside Investments
Illinois
+$7.63M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$293M
2
Ameriprise
Ameriprise
Minnesota
-$103M
3
VNIM
Vaughan Nelson Investment Management
Texas
-$73.2M
4
Bank of America
Bank of America
North Carolina
-$43.4M
5
CAM
Cresset Asset Management
Illinois
-$41.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
301
CVA Family Office
Colorado
$1.04M – – –
AIA
302
Alera Investment Advisors
Illinois
$1.03M – – –
FCI
303
Financial Counselors Inc
Kansas
$1.01M – – –
PGFC
304
Peapack-Gladstone Financial Corp
New Jersey
$1.01M – – –
HA
305
HC Advisors
Georgia
$1.01M – – –
GL
306
Graypoint LLC
New York
$1M -$115K -489 -10%
SSWM
307
Smith Salley Wealth Management
North Carolina
$999K +$14.1K +60 +1%
AAMC
308
Asset Allocation & Management Company
Illinois
$994K – – –
CFG
309
Citizens Financial Group
Rhode Island
$990K +$3.53K +15 +0.4%
ADL
310
Asset Dedication LLC
California
$988K – – –
Janney Montgomery Scott
311
Janney Montgomery Scott
Pennsylvania
$985K -$642K -2,727 -39%
DADC
312
D.A. Davidson & Co
Montana
$972K +$77.4K +329 +9%
LBC
313
Lowe Brockenbrough & Co
Virginia
$969K +$11.8K +50 +1%
MAC
314
Mason & Associates (California)
California
$964K -$942 -4 -0.1%
MCM
315
MAI Capital Management
Ohio
$960K +$5.65K +24 +0.6%
SM
316
Sensible Money
Arizona
$951K – – –
VCP
317
Vista Capital Partners
Oregon
$948K – – –
HNB
318
Huntington National Bank
Ohio
$946K -$653K – –
GCA
319
Greenwood Capital Associates
South Carolina
$940K – – –
SIG
320
Stonegate Investment Group
Alabama
$939K +$107K +454 +13%
AWS
321
Atria Wealth Solutions
New York
$932K -$50.6K -215 -5%
CCM
322
Condor Capital Management
New Jersey
$931K -$732K -3,108 -44%
Jane Street
323
Jane Street
New York
$928K -$7.58M -32,200 -89%
KA
324
Kovack Advisors
Florida
$918K +$103K +439 +13%
IA
325
IFG Advisory
Georgia
$915K -$13K -55 -1%
11 12
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