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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 %
XF
351
XML Financial
Maryland
$796K +$5.08K +23 +0.6%
FCM
352
Firestone Capital Management
Florida
$787K +$2.65K +12 +0.3%
MCA
353
MSH Capital Advisors
Arizona
$785K -$59.8K -271 -7%
HSBC Holdings
354
HSBC Holdings
United Kingdom
$781K -$717K -3,250 -48%
SIG
355
Stonegate Investment Group
Alabama
$780K – – –
GC
356
Gould Capital
Washington
$776K +$424K +1,920 +120%
CAL
357
Capital Analysts LLC
Pennsylvania
$773K – – –
SFO
358
Stokes Family Office
Louisiana
$772K – – –
FIB
359
First Interstate Bank
Montana
$768K +$768K +3,482 New
KA
360
Kovack Advisors
Florida
$764K +$43.7K +198 +6%
CFC
361
Coyle Financial Counsel
Illinois
$762K – – –
DSA
362
Davis Selected Advisers
Arizona
$746K +$746K +3,382 New
SCG
363
Sonata Capital Group
Washington
$745K -$110K -500 -13%
CWM
364
Circle Wealth Management
New Jersey
$740K – – –
DIA
365
Davidson Investment Advisors
Montana
$737K -$2.71M -12,267 -79%
CCM
366
Chilton Capital Management
Texas
$736K -$22.5K -102 -3%
LAS
367
LWM Advisory Services
Florida
$728K +$47K +213 +7%
GIA
368
GHP Investment Advisors
Colorado
$726K +$441 +2 +0.1%
SW
369
SkyOak Wealth
Michigan
$714K +$1.1K +5 +0.2%
IAIM
370
International Assets Investment Management
Florida
$710K +$248K +1,125 +54%
DAS
371
Dynamic Advisor Solutions
Arizona
$710K +$2.21K +10 +0.3%
PI
372
Parkside Investments
Illinois
$709K +$709K +3,215 New
CIC
373
Carnegie Investment Counsel
Ohio
$708K +$6.18K +28 +0.9%
KAM
374
KEB Asset Management
Illinois
$699K – – –
DWT
375
Dorsey & Whitney Trust
South Dakota
$695K – – –
13 14
15
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