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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 %
CCA
401
Cobblestone Capital Advisors
New York
$445K +$445K +2,150 New
JWBC
402
J.W. Burns & Co
New York
$435K – – –
SWM
403
Spire Wealth Management
Virginia
$434K -$186K -898 -30%
ECM
404
Evergreen Capital Management
Washington
$434K +$434K +2,097 New
IAIM
405
International Assets Investment Management
Florida
$433K – – –
AAS
406
Avantax Advisory Services
Texas
$425K -$126K -610 -23%
CWM
407
Congress Wealth Management
Massachusetts
$418K +$12.4K +60 +3%
FWI
408
Facet Wealth Inc
Maryland
$416K – – –
SWA
409
Sightline Wealth Advisors
Connecticut
$416K +$1.48K +7 +0.4%
HIA
410
Harbor Investment Advisory
Maryland
$415K +$9.31K +45 +2%
AA
411
Alesco Advisors
New York
$414K – – –
FCBT
412
First Citizens Bank & Trust
North Carolina
$408K -$82.2K -397 -17%
PWPS
413
Pinnacle Wealth Planning Services
Ohio
$408K -$49.1K -237 -11%
VWA
414
VERITY Wealth Advisors
United States
$407K – – –
IP
415
Investment Partners
Ohio
$404K +$404K +1,953 New
EAM
416
Evanson Asset Management
California
$402K – – –
AA
417
Ancora Advisors
Ohio
$401K – – –
WWP
418
Waypoint Wealth Partners
California
$392K – – –
RFC
419
Regions Financial Corp
Alabama
$390K -$18.8K -91 -5%
YIH
420
Y-Intercept (HK)
Hong Kong
$387K +$387K +1,869 New
BMWM
421
Brown Miller Wealth Management
Virginia
$384K +$207 +1 +0.1%
FA
422
Fermata Advisors
California
$384K +$384K +1,853 New
PFBT
423
Parkside Financial Bank & Trust
Missouri
$383K -$369K -1,784 -49%
RIA
424
Realta Investment Advisors
Delaware
$382K +$414 +2 +0.1%
FPAS
425
Focus Partners Advisor Solutions
Missouri
$380K +$67.1K +324 +21%
15 16
17
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