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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 %
EAM
451
Evanson Asset Management
California
$421K -$7.94K -36 -2%
WWP
452
Waypoint Wealth Partners
California
$418K – – –
RFC
453
Regions Financial Corp
Alabama
$416K – – –
PP
454
Prosperity Planning
Missouri
$414K – – –
LHC
455
Little House Capital
Massachusetts
$408K -$3.25M -14,731 -89%
VF
456
Vawter Financial
Ohio
$407K +$407K +1,846 New
JIR
457
James Investment Research
Ohio
$396K – – –
HPC
458
HM Payson & Co
Maine
$395K – – –
AssetMark Inc
459
AssetMark Inc
California
$395K +$30.9K +140 +8%
CPO
460
Cerity Partners OCIO
New York
$393K +$883 +4 +0.2%
USCWA
461
U.S. Capital Wealth Advisors
Texas
$392K +$392K +1,776 New
SWM
462
Spire Wealth Management
Virginia
$391K -$71.7K -325 -15%
UBV
463
United Bank (Virginia)
Virginia
$391K – – –
RWM
464
RKL Wealth Management
Pennsylvania
$386K +$3.53K +16 +0.9%
RMCM
465
Reynders McVeigh Capital Management
Massachusetts
$386K -$187K -850 -33%
RIA
466
Realta Investment Advisors
Delaware
$385K -$22.3K -101 -5%
Fuller & Thaler Asset Management
467
Fuller & Thaler Asset Management
California
$380K +$380K +1,720 New
SSC
468
Syverson Strege & Co
Iowa
$378K +$43.3K +196 +13%
BWA
469
Burt Wealth Advisors
Maryland
$377K – – –
ECG
470
EPIQ Capital Group
California
$375K +$1.77K +8 +0.5%
MIM
471
MTM Investment Management
South Carolina
$374K -$26.5K -120 -7%
WMS
472
Wealth Management Solutions
Pennsylvania
$372K +$372K +1,687 New
GP
473
Girard Partners
Pennsylvania
$371K – – –
LW
474
Linscomb Wealth
Texas
$367K – – –
GWM
475
Greenhouse Wealth Management
Connecticut
$365K – – –
17 18
19
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