IWV icon

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 %
ZCA
476
Zeke Capital Advisors
Pennsylvania
$364K – – –
QPWM
477
Quadrant Private Wealth Management
Pennsylvania
$360K +$360K +1,633 New
CWM
478
Core Wealth Management
Florida
$360K +$360K +1,633 New
NSCM
479
New South Capital Management
Tennessee
$358K +$358K +1,622 New
DC
480
Davenport & Co
Virginia
$356K +$356K +1,613 New
FAG
481
Fortitude Advisory Group
Washington
$355K +$19.9K +90 +6%
PFA
482
Pathway Financial Advisors
Vermont
$353K – – –
WB
483
WesBanco Bank
West Virginia
$352K – – –
CS
484
Comerica Securities
Michigan
$346K +$346K +1,568 New
BCPWM
485
Bradley & Co Private Wealth Management
Florida
$344K – – –
SFS
486
Summit Financial Strategies
Ohio
$342K – – –
PRWA
487
Platte River Wealth Advisors
Colorado
$340K – – –
PJSIMP
488
P.J. Schmidt Investment Management (PJS)
Wisconsin
$331K – – –
MSS
489
Mitchell Sinkler & Starr
Pennsylvania
$331K – – –
BC
490
Bartlett & Co
Ohio
$326K – – –
BCWM
491
Bartlett & Co Wealth Management
Ohio
$326K – – –
PWM
492
Perigon Wealth Management
California
$322K +$40.8K +185 +15%
RW
493
REDW Wealth
New Mexico
$320K +$320K +1,452 New
FFA
494
Farther Finance Advisors
California
$320K +$320K +1,449 New
WWC
495
Waypoint Wealth Counsel
Georgia
$318K +$318K +1,442 New
WPA
496
West Paces Advisors
Georgia
$317K -$1.99K -9 -0.6%
CAM
497
Congress Asset Management
Massachusetts
$317K +$96K +435 +44%
MWM
498
Madison Wealth Management
Ohio
$314K – – –
EIA
499
Eldridge Investment Advisors
New Hampshire
$314K -$18.7K -85 -6%
CPFP
500
Clear Perspectives Financial Planning
Ohio
$310K – – –
18 19
20
21 22