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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 %
PRWA
451
Platte River Wealth Advisors
Colorado
$319K – – –
Citadel Advisors
452
Citadel Advisors
Florida
$316K -$4.41M -21,261 -93%
SSC
453
Syverson Strege & Co
Iowa
$314K +$22K +106 +8%
FAG
454
Fortitude Advisory Group
Washington
$314K +$314K +1,519 New
EIA
455
Eldridge Investment Advisors
New Hampshire
$312K – – –
MSS
456
Mitchell Sinkler & Starr
Pennsylvania
$311K +$311K +1,500 New
1SAMC
457
12th Street Asset Management Company
Tennessee
$307K +$307K +1,483 New
BCWM
458
Bartlett & Co Wealth Management
Ohio
$305K +$31.1K +150 +11%
BC
459
Bartlett & Co
Ohio
$305K +$31K +150 +11%
WPA
460
West Paces Advisors
Georgia
$299K +$1.04K +5 +0.3%
MWM
461
Madison Wealth Management
Ohio
$295K – – –
CPFP
462
Clear Perspectives Financial Planning
Ohio
$291K – – –
HTC
463
Haverford Trust Company
Pennsylvania
$290K – – –
BIC
464
Beach Investment Counsel
Pennsylvania
$289K – – –
CNB
465
Camden National Bank
Maine
$288K – – –
SIA
466
Schechter Investment Advisors
Michigan
$288K – – –
FAIM
467
Financial Advocates Investment Management
Washington
$287K +$207 +1 +0.1%
OIA
468
OneDigital Investment Advisors
Kansas
$287K +$2.49K +12 +0.9%
ATPW
469
Ashton Thomas Private Wealth
Arizona
$282K – – –
FWCM
470
Ferguson Wellman Capital Management
Oregon
$279K – – –
NEWAS
471
N.E.W. Advisory Services
Wisconsin
$278K – – –
SPIA
472
Steward Partners Investment Advisory
New York
$276K +$6.21K +30 +2%
TFS
473
TrustCore Financial Services
Tennessee
$275K -$430K -2,074 -61%
SCM
474
SOL Capital Management
Maryland
$273K – – –
HSA
475
HBK Sorce Advisory
Pennsylvania
$272K +$69.9K +338 +35%
17 18
19
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