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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 %
MFA
376
Mayflower Financial Advisors
Massachusetts
$549K -$105K -509 -16%
RMCM
377
Reynders McVeigh Capital Management
Massachusetts
$539K -$176K -850 -25%
RJT
378
Raymond James Trust
Florida
$535K +$243K +1,174 +83%
BRWA
379
B. Riley Wealth Advisors
Florida
$534K +$75.7K +366 +17%
PP
380
PrairieView Partners
Minnesota
$526K -$621 -3 -0.1%
EIP
381
Ellis Investment Partners
Pennsylvania
$517K +$620 +3 +0.1%
HR
382
Howe & Rusling
New York
$511K -$17.6K -85 -3%
RRCM
383
Rappaport Reiches Capital Management
Illinois
$502K -$9.32K -45 -2%
AA
384
Ashford Advisors
New York
$500K – – –
HBT
385
Hills Bank & Trust
Iowa
$494K – – –
WFA
386
Wade Financial Advisory
California
$489K +$6.83K +33 +1%
GC
387
Gibson Capital
Pennsylvania
$483K – – –
DIA
388
Dana Investment Advisors
Wisconsin
$482K -$31.5K -152 -6%
FF
389
Francis Financial
$475K – – –
CFA
390
Capstone Financial Advisors
Illinois
$466K – – –
RCAG
391
Rehmann Capital Advisory Group
Michigan
$466K +$414 +2 +0.1%
GT
392
Glenview Trust
Kentucky
$465K +$2.9K +14 +0.6%
CWM
393
Collaborative Wealth Management
Florida
$464K -$1.04K -5 -0.2%
SC
394
Stephens Consulting
Michigan
$464K +$464K +2,240 New
Betterment LLC
395
Betterment LLC
New York
$463K – – –
WSTAM
396
Wilbanks Smith & Thomas Asset Management
Virginia
$459K – – –
NED
397
Nancy E. Dempze
$457K – – –
CL
398
CPWM LLC
Washington
$452K +$452K +2,181 New
TGAM
399
TBH Global Asset Management
Tennessee
$450K – – –
SC
400
Scotia Capital
Ontario, Canada
$447K +$222K +1,075 +99%
14 15
16
17 18