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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 %
DWT
351
Dorsey & Whitney Trust
South Dakota
$742K – – –
VWA
352
Visionary Wealth Advisors
Illinois
$731K +$2.59K +11 +0.4%
AWM
353
AE Wealth Management
Kansas
$730K -$9.65K -41 -1%
CC
354
Cornerstone Capital
California
$728K -$224K -950 -24%
BAM
355
Berkshire Asset Management
Pennsylvania
$723K +$471K +2,000 +186%
SWA
356
Stratos Wealth Advisors
Ohio
$723K +$30.4K +129 +4%
LAS
357
LWM Advisory Services
Florida
$721K -$55.3K -235 -7%
RPGK
358
Retirement Planning Group (Kansas)
Kansas
$718K – – –
LJHT
359
Laurie J. Hall Trustee
$709K – – –
USCWA
360
U.S. Capital Wealth Advisors
Texas
$702K +$284K +1,208 +68%
Empower Advisory Group
361
Empower Advisory Group
Colorado
$702K +$702K +2,975 New
BAM
362
Belpointe Asset Management
Nevada
$700K -$1.18K -5 -0.2%
BAM
363
Beaumont Asset Management
Texas
$699K -$14.4K -61 -2%
ACM
364
Armbruster Capital Management
New York
$687K -$21.2K -90 -3%
WS
365
Wedbush Securities
California
$684K +$2.12K +9 +0.3%
JSW
366
Journey Strategic Wealth
New Jersey
$684K -$787K -3,344 -54%
FNC
367
First National Corp
Massachusetts
$683K – – –
MCA
368
Martin Capital Advisors
Texas
$676K – – –
SMA
369
Sage Mountain Advisors
Georgia
$673K – – –
BEC
370
Blue Edge Capital
Virginia
$672K – – –
VA
371
Valmark Advisers
Ohio
$670K – – –
EIP
372
Ellis Investment Partners
Pennsylvania
$664K +$1.18K +5 +0.2%
JWM
373
Jackson Wealth Management
Florida
$659K – – –
Neuberger Berman Group
374
Neuberger Berman Group
New York
$655K -$1.18K -5 -0.2%
WMP
375
Wealth Management Partners
Arizona
$645K -$61.4K -261 -9%
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