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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 %
CWM
426
C2C Wealth Management
Arizona
$497K -$904K -4,000 -65%
DIA
427
Dana Investment Advisors
Wisconsin
$495K -$18.3K -83 -4%
CWM
428
Collaborative Wealth Management
Florida
$494K – – –
WSTAM
429
Wilbanks Smith & Thomas Asset Management
Virginia
$490K +$662 +3 +0.1%
WE
430
Wealth Effects
Massachusetts
$487K +$487K +2,205 New
TGAM
431
TBH Global Asset Management
Tennessee
$480K – – –
SC
432
Scotia Capital
Ontario, Canada
$477K – – –
NED
433
Nancy E. Dempze
$464K -$22.7K -103 -5%
JWBC
434
J.W. Burns & Co
New York
$463K – – –
Simplex Trading
435
Simplex Trading
Illinois
$463K +$341K +1,548 +280%
ECM
436
Evergreen Capital Management
Washington
$463K – – –
CCM
437
Coldstream Capital Management
Washington
$457K +$457K +2,069 New
1SAMC
438
12th Street Asset Management Company
Tennessee
$453K +$126K +571 +39%
CA
439
Crewe Advisors
Utah
$452K -$239K -1,085 -35%
FCBT
440
First Citizens Bank & Trust
North Carolina
$446K +$11.2K +51 +3%
CAG
441
Csenge Advisory Group
Florida
$445K +$445K +2,017 New
AAS
442
Avantax Advisory Services
Texas
$443K -$9.27K -42 -2%
AWM
443
Accurate Wealth Management
Florida
$443K -$206K -913 -32%
HIA
444
Harbor Investment Advisory
Maryland
$443K – – –
FWI
445
Facet Wealth Inc
Maryland
$437K -$10.4K -44 -2%
SWA
446
Sightline Wealth Advisors
Connecticut
$435K +$1.99K +9 +0.5%
VWA
447
VERITY Wealth Advisors
United States
$434K – – –
AFG
448
Altiora Financial Group
Ohio
$433K +$433K +1,963 New
FPAS
449
Focus Partners Advisor Solutions
Missouri
$431K +$25.6K +116 +6%
AA
450
Ancora Advisors
Ohio
$428K – – –
16 17
18
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