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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 %
AAMC
326
Asset Allocation & Management Company
Illinois
$931K – – –
ADL
327
Asset Dedication LLC
California
$927K – – –
CFG
328
Citizens Financial Group
Rhode Island
$925K +$4.41K +20 +0.5%
SSWM
329
Smith Salley Wealth Management
North Carolina
$924K -$10.6K -48 -1%
AWS
330
Atria Wealth Solutions
New York
$921K -$49.9K -226 -5%
SSB
331
Sandy Spring Bank
Maryland
$918K +$795K +3,601 +645%
MAC
332
Mason & Associates (California)
California
$905K -$1.32K -6 -0.1%
LBC
333
Lowe Brockenbrough & Co
Virginia
$898K – – –
MCM
334
MAI Capital Management
Ohio
$894K +$48.1K +218 +6%
CC
335
Cornerstone Capital
California
$892K +$20.5K +93 +2%
SM
336
Sensible Money
Arizona
$892K +$892K +4,041 New
MPCG
337
Matrix Private Capital Group
New York
$892K – – –
VCP
338
Vista Capital Partners
Oregon
$888K – – –
BPWM
339
Badgley Phelps Wealth Managers
Washington
$888K +$162K +735 +22%
QCG
340
Quadrant Capital Group
Ohio
$887K -$88.3K -400 -9%
HSA
341
HBK Sorce Advisory
Pennsylvania
$884K +$594K +2,689 +204%
GCA
342
Greenwood Capital Associates
South Carolina
$881K – – –
IA
343
IFG Advisory
Georgia
$870K -$13.7K -62 -2%
APG
344
Abacus Planning Group
South Carolina
$857K – – –
BTWM
345
Baker Tilly Wealth Management
Wisconsin
$849K -$92.9K -421 -10%
DADC
346
D.A. Davidson & Co
Montana
$839K -$56.3K -255 -6%
LFA
347
LGT Financial Advisors
Texas
$838K +$838K +3,795 New
Luther King Capital Management (LKCM)
348
Luther King Capital Management (LKCM)
Texas
$821K -$770K – –
ST
349
Sabal Trust
Florida
$817K – – –
HCM
350
Hollencrest Capital Management
California
$802K – – –
12 13
14
15 16