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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 %
AWM
376
AE Wealth Management
Kansas
$693K +$41.9K +190 +6%
AWAG
377
ARS Wealth Advisors Group
Florida
$686K -$770K -3,489 -53%
VWA
378
Visionary Wealth Advisors
Illinois
$683K +$6.4K +29 +0.9%
RPGK
379
Retirement Planning Group (Kansas)
Kansas
$673K -$4.41K -20 -0.7%
BAM
380
Beaumont Asset Management
Texas
$669K -$132K -600 -17%
LJHT
381
Laurie J. Hall Trustee
$664K – – –
ACM
382
Armbruster Capital Management
New York
$663K -$721K -3,266 -52%
BAM
383
Belpointe Asset Management
Nevada
$658K -$1.99K -9 -0.3%
PCA
384
Personal Capital Advisors
California
$657K – – –
RCAG
385
Rehmann Capital Advisory Group
Michigan
$655K +$158K +718 +32%
HNB
386
Huntington National Bank
Ohio
$653K -$613K – –
SWA
387
Stratos Wealth Advisors
Ohio
$649K +$47.5K +215 +8%
FNC
388
First National Corp
Massachusetts
$640K – – –
WS
389
Wedbush Securities
California
$640K -$2.43K -11 -0.4%
WAP
390
Wealthcare Advisory Partners
Pennsylvania
$640K – – –
FNT
391
First National Trust
Pennsylvania
$637K -$94.5K -428 -13%
MCA
392
Martin Capital Advisors
Texas
$633K -$7.72K -35 -1%
SMA
393
Sage Mountain Advisors
Georgia
$631K – – –
BEC
394
Blue Edge Capital
Virginia
$630K – – –
VA
395
Valmark Advisers
Ohio
$628K – – –
EIP
396
Ellis Investment Partners
Pennsylvania
$621K +$69.3K +314 +13%
JWM
397
Jackson Wealth Management
Florida
$618K – – –
Neuberger Berman Group
398
Neuberger Berman Group
New York
$615K – – –
WMP
399
Wealth Management Partners
Arizona
$610K – – –
AWM
400
Aprio Wealth Management
Georgia
$602K – – –
14 15
16
17 18