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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 %
MIM
426
MTM Investment Management
South Carolina
$376K – – –
JIR
427
James Investment Research
Ohio
$372K – – –
HPC
428
HM Payson & Co
Maine
$371K – – –
RW
429
RVW Wealth
California
$371K – – –
CPO
430
Cerity Partners OCIO
New York
$368K +$829 +4 +0.2%
UBV
431
United Bank (Virginia)
Virginia
$366K – – –
VNB
432
Virginia National Bank
Virginia
$364K – – –
RWM
433
RKL Wealth Management
Pennsylvania
$359K – – –
DA
434
DCM Advisors
New York
$355K +$355K +1,716 New
BWA
435
Burt Wealth Advisors
Maryland
$353K – – –
ECG
436
EPIQ Capital Group
California
$350K +$1.66K +8 +0.5%
GP
437
Girard Partners
Pennsylvania
$347K – – –
LW
438
Linscomb Wealth
Texas
$344K -$1.24K -6 -0.4%
AssetMark Inc
439
AssetMark Inc
California
$342K -$58.9K -284 -15%
GWM
440
Greenhouse Wealth Management
Connecticut
$342K – – –
ZCA
441
Zeke Capital Advisors
Pennsylvania
$341K – – –
DFC
442
DBK Financial Counsel
Ohio
$335K – – –
PFA
443
Pathway Financial Advisors
Vermont
$331K – – –
GC
444
Gould Capital
Washington
$330K -$1.45K -7 -0.4%
WB
445
WesBanco Bank
West Virginia
$329K – – –
JSW
446
Journey Strategic Wealth
New Jersey
$327K +$327K +1,580 New
PJSIMP
447
P.J. Schmidt Investment Management (PJS)
Wisconsin
$324K – – –
BCPWM
448
Bradley & Co Private Wealth Management
Florida
$322K – – –
BDF
449
Balasa Dinverno & Foltz
$321K – – –
SFS
450
Summit Financial Strategies
Ohio
$321K – – –
16 17
18
19 20