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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 %
OA
401
Oxbow Advisors
Texas
$598K +$325K +1,473 +119%
LFA
402
Legacy Financial Advisors
Kentucky
$596K -$996K -4,512 -63%
ST
403
Spinnaker Trust
Maine
$595K – – –
Betterment LLC
404
Betterment LLC
New York
$591K +$121K +547 +26%
SFWC
405
Strategic Family Wealth Counselors
New Jersey
$590K – – –
PFS
406
Prospera Financial Services
Texas
$585K -$169K -764 -22%
BRWA
407
B. Riley Wealth Advisors
Florida
$552K -$17.7K -80 -3%
HR
408
Howe & Rusling
New York
$549K +$4.86K +22 +0.9%
PP
409
PrairieView Partners
Minnesota
$549K -$11.9K -54 -2%
SOS
410
Silver Oak Securities
Tennessee
$547K +$510K +2,311 +1,376%
MFA
411
Mayflower Financial Advisors
Massachusetts
$546K -$39.1K -177 -7%
RW
412
RVW Wealth
California
$541K +$146K +660 +37%
CWM
413
Congress Wealth Management
Massachusetts
$541K +$96K +435 +22%
RJT
414
Raymond James Trust
Florida
$536K -$34.7K -157 -6%
RRCM
415
Rappaport Reiches Capital Management
Illinois
$535K – – –
HBT
416
Hills Bank & Trust
Iowa
$527K – – –
GT
417
Glenview Trust
Kentucky
$517K +$21.4K +97 +4%
GC
418
Gibson Capital
Pennsylvania
$515K – – –
WFA
419
Wade Financial Advisory
California
$514K -$7.28K -33 -1%
CCA
420
Cobblestone Capital Advisors
New York
$513K +$38.6K +175 +8%
HFRG
421
Houlihan Financial Resource Group
Virginia
$513K +$513K +2,324 New
BAAM
422
Baker Avenue Asset Management
California
$505K +$230K +1,043 +84%
FF
423
Francis Financial
$505K -$883 -4 -0.2%
AA
424
Ashford Advisors
New York
$502K -$30.9K -140 -6%
CFA
425
Capstone Financial Advisors
Illinois
$501K +$4.86K +22 +1%
15 16
17
18 19