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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.

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
1
J.P. Morgan Private Wealth Advisors
California
$512M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$68.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$205M
4
Ameriprise
4
Ameriprise
Minnesota
$217M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$42.3M

Top Sellers

1
CWA
1
CM Wealth Advisors
Ohio
$305K
2
BF
2
Brooklyn FI
New York
$13.9M
3
BlackRock
3
BlackRock
New York
$132M
4
State Street
4
State Street
Massachusetts
$3.55M
5
GAG
5
GM Advisory Group
New York
$25.5M
Name Market Value Shares Shares
Change 		Shares
Change %
TF
26
TLWM Financial
Texas
$48.8M 221,324 +97,150 +78%
TFF
27
The Family Firm
Maryland
$48.1M 218,170 -1,089 -0.5%
Corient Private Wealth
28
Corient Private Wealth
Florida
$48.1M 217,979 +217,979 New
CG
29
Colony Group
Massachusetts
$46.3M 209,744 +3,112 +2%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$43.1M 195,301 -15,225 -7%
William Blair & Company
31
William Blair & Company
Illinois
$42.9M 194,347 +1,870 +1%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$42.3M 191,755 +159,429 +493%
Osaic Holdings
33
Osaic Holdings
Arizona
$40.8M 184,658 +34,284 +23%
RMDI
34
R.M. Davis Inc
Maine
$39.3M 178,039 +15 +0%
BP
35
Ballentine Partners
Massachusetts
$38.7M 175,398 +420 +0.2%
Bessemer Group
36
Bessemer Group
New Jersey
$38.4M 174,181 – –
TF
37
TIAA FSB
Florida
$38.3M 173,742 +139 +0.1%
PCP
38
Proficio Capital Partners
Massachusetts
$36.3M 164,530 -1,933 -1%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$35.4M 160,583 -9,312 -5%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$33.8M 153,386 -16,413 -10%
CWM
41
Calamos Wealth Management
Illinois
$33.3M 150,770 +12,556 +9%
CB
42
Commerce Bank
Missouri
$33.2M 150,547 -473 -0.3%
AC
43
AlphaCore Capital
California
$32.8M 148,829 +1,845 +1%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$31.8M 143,649 +63,134 +78%
SI
45
Stephens Inc
Arkansas
$30.7M 139,255 -6,792 -5%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$29.6M 134,319 -4,840 -3%
UOP
47
University of Pittsburgh
Pennsylvania
$28M 126,991 +126,991 New
MCCA
48
Mill Creek Capital Advisors
Pennsylvania
$27.6M 125,289 +125,289 New
PS
49
Portfolio Strategies
New York
$27.6M 124,993 +124,993 New
WRTC
50
Wind River Trust Company
Wyoming
$27.5M 124,692 -100 -0.1%
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