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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 %
LJHT
351
Laurie J. Hall Trustee
$623K – – –
CCB
352
Country Club Bank
Missouri
$621K – – –
BAM
353
Belpointe Asset Management
Nevada
$619K – – –
PCA
354
Personal Capital Advisors
California
$616K +$288K +1,393 +88%
HNB
355
Huntington National Bank
Ohio
$613K -$127K – –
AWM
356
AE Wealth Management
Kansas
$611K -$39.6K -191 -6%
AWM
357
Accurate Wealth Management
Florida
$611K +$274K +1,288 +81%
WS
358
Wedbush Securities
California
$602K +$2.28K +11 +0.4%
MCA
359
Martin Capital Advisors
Texas
$601K -$20.7K -100 -3%
FNC
360
First National Corp
Massachusetts
$601K – – –
WAP
361
Wealthcare Advisory Partners
Pennsylvania
$600K -$25.7K -124 -4%
SMA
362
Sage Mountain Advisors
Georgia
$592K – – –
BEC
363
Blue Edge Capital
Virginia
$591K – – –
VA
364
Valmark Advisers
Ohio
$589K +$50.9K +246 +9%
MGIA
365
Moneta Group Investment Advisors
Missouri
$588K -$57.8K -279 -9%
WMP
366
Wealth Management Partners
Arizona
$586K – – –
JWM
367
Jackson Wealth Management
Florida
$580K +$580K +2,801 New
Neuberger Berman Group
368
Neuberger Berman Group
New York
$577K – – –
AWM
369
Aprio Wealth Management
Georgia
$565K +$565K +2,729 New
SWA
370
Stratos Wealth Advisors
Ohio
$564K +$37.9K +183 +7%
ZIM
371
Zacks Investment Management
Illinois
$559K -$86.7K -419 -13%
ST
372
Spinnaker Trust
Maine
$558K – – –
SFWC
373
Strategic Family Wealth Counselors
New Jersey
$554K – – –
CPA
374
Court Place Advisors
Maryland
$554K +$1.86K +9 +0.3%
PBO
375
Peoples Bank (Ohio)
Ohio
$553K +$159K +769 +40%
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15
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