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iShares Russell 3000 ETF

645 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, 190 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $3.19M

36% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 33

3% more capital invested

Capital invested by funds: $5.47B → $5.62B (+$151M)

0.86% more ownership

Funds ownership: 55.1%55.96% (+0.86%)

1% more funds holding

Funds holding: 641645 (+4)

7% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 190

7% less funds holding in top 10

Funds holding in top 10: 5450 (-4)

Holders
645
Holders Change
+4
Holders Change %
+0.62%
% of All Funds
11.11%
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
190
Closed
33
Calls
$10.3M
Puts
$3.19M
Net Calls
+$7.06M
Net Calls Change
+$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
PBO
376
Peoples Bank (Ohio)
Ohio
$553K +$177K +769 +40%
MFA
377
Mayflower Financial Advisors
Massachusetts
$549K -$117K -509 -16%
RMCM
378
Reynders McVeigh Capital Management
Massachusetts
$539K -$196K -850 -25%
RJT
379
Raymond James Trust
Florida
$535K +$270K +1,174 +83%
BRWA
380
B. Riley Wealth Advisors
Florida
$534K +$84.2K +366 +17%
PP
381
PrairieView Partners
Minnesota
$526K -$690 -3 -0.1%
EIP
382
Ellis Investment Partners
Pennsylvania
$517K +$690 +3 +0.1%
HR
383
Howe & Rusling
New York
$511K -$19.6K -85 -3%
RRCM
384
Rappaport Reiches Capital Management
Illinois
$502K -$10.4K -45 -2%
AA
385
Ashford Advisors
New York
$500K
HBT
386
Hills Bank & Trust
Iowa
$494K
WFA
387
Wade Financial Advisory
California
$489K +$7.59K +33 +1%
GC
388
Gibson Capital
Pennsylvania
$483K
DIA
389
Dana Investment Advisors
Wisconsin
$482K -$35K -152 -6%
FF
390
Francis Financial
$475K
CFA
391
Capstone Financial Advisors
Illinois
$466K
RCAG
392
Rehmann Capital Advisory Group
Michigan
$466K +$460 +2 +0.1%
GT
393
Glenview Trust
Kentucky
$465K +$3.22K +14 +0.6%
CWM
394
Collaborative Wealth Management
Florida
$464K -$1.15K -5 -0.2%
SC
395
Stephens Consulting
Michigan
$464K +$515K +2,240 New
Betterment LLC
396
Betterment LLC
New York
$463K
WSTAM
397
Wilbanks Smith & Thomas Asset Management
Virginia
$459K
NED
398
Nancy E. Dempze
$457K
CL
399
CPWM LLC
Washington
$452K +$502K +2,181 New
TGAM
400
TBH Global Asset Management
Tennessee
$450K

IWV Hedge Fund Activity: Q3 2022 in Review

645 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q3 2022, worth a combined $5.62B — up 2.8% from $5.47B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IWV positions and 33 closed out — a net gain of 12 holders — while 177 added to existing stakes and 190 trimmed.

The largest buyer was CM Wealth Advisors, adding an estimated $91M. The largest seller was Morgan Stanley, cutting an estimated $80.3M.

  • 645 institutional investors held iShares Russell 3000 ETF (IWV) as of Q3 2022, up from 641 in Q2 2022.
  • Funds reported $5.62B of iShares Russell 3000 ETF stock for Q3 2022, up 2.8% quarter-over-quarter.
  • 45 funds opened new iShares Russell 3000 ETF positions in Q3 2022 and 33 closed out, a net change of +12 holders.
  • The largest iShares Russell 3000 ETF buyer in Q3 2022 was CM Wealth Advisors, an estimated $91M added.
  • The largest iShares Russell 3000 ETF seller in Q3 2022 was Morgan Stanley, an estimated $80.3M sold.

Based on aggregated 13F filings for Q3 2022.