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iShares Russell 3000 ETF
IWV

Overview Fund Activity

662 hedge funds and large institutions have $6.02B invested in iShares Russell 3000 ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 152 increasing their positions, 223 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
-30
Holders Change %
-4.34%
% of All Funds
10.6%
Holding in Top 10
49
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-16.95%
% of All Funds
0.78%
New
48
Increased
152
Reduced
223
Closed
63
Calls
$8.36M
Puts
$1.91M
Net Calls
+$6.45M
Net Calls Change
-$2.8M

Top Buyers

1
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$76.9M
2
Morgan Stanley
Morgan Stanley
New York
+$48M
3
SC
Savant Capital
Illinois
+$13.9M
4
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
+$9.27M
5
PI
Parkside Investments
Illinois
+$7.63M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$293M
2
Ameriprise
Ameriprise
Minnesota
-$103M
3
VNIM
Vaughan Nelson Investment Management
Texas
-$73.2M
4
Bank of America
Bank of America
North Carolina
-$43.4M
5
CAM
Cresset Asset Management
Illinois
-$41.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWC
401
Waypoint Wealth Counsel
Georgia
$538K +$198K +843 +58%
CFA
402
Capstone Financial Advisors
Illinois
$536K +$1.88K +8 +0.4%
AA
403
Ashford Advisors
New York
$535K – – –
FF
404
Francis Financial
$532K -$6.12K -26 -1%
WSTAM
405
Wilbanks Smith & Thomas Asset Management
Virginia
$530K +$7.3K +31 +1%
CWM
406
Collaborative Wealth Management
Florida
$527K – – –
DIA
407
Dana Investment Advisors
Wisconsin
$524K -$4.94K -21 -0.9%
WE
408
Wealth Effects
Massachusetts
$519K – – –
CWM
409
C2C Wealth Management
Arizona
$515K – – –
RCAG
410
Rehmann Capital Advisory Group
Michigan
$515K -$184K -781 -26%
TGAM
411
TBH Global Asset Management
Tennessee
$512K – – –
SC
412
Scotia Capital
Ontario, Canada
$508K – – –
HCM
413
Hollencrest Capital Management
California
$507K -$348K -1,480 -41%
NED
414
Nancy E. Dempze
$495K – – –
JWBC
415
J.W. Burns & Co
New York
$494K – – –
ECM
416
Evergreen Capital Management
Washington
$494K – – –
CCM
417
Coldstream Capital Management
Washington
$488K +$942 +4 +0.2%
FPAS
418
Focus Partners Advisor Solutions
Missouri
$482K +$22.6K +96 +5%
SWM
419
Spire Wealth Management
Virginia
$480K +$62.6K +266 +15%
CA
420
Crewe Advisors
Utah
$480K -$2.59K -11 -0.5%
HIA
421
Harbor Investment Advisory
Maryland
$472K – – –
SWA
422
Sightline Wealth Advisors
Connecticut
$466K +$1.65K +7 +0.4%
VWA
423
VERITY Wealth Advisors
United States
$463K – – –
AFG
424
Altiora Financial Group
Ohio
$462K – – –
AA
425
Ancora Advisors
Ohio
$456K – – –
15 16
17
18 19