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iShares Russell 3000 ETF
IWV

Overview Fund Activity

662 hedge funds and large institutions have $6.02B invested in iShares Russell 3000 ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 152 increasing their positions, 223 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
-30
Holders Change %
-4.34%
% of All Funds
10.6%
Holding in Top 10
49
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-16.95%
% of All Funds
0.78%
New
48
Increased
152
Reduced
223
Closed
63
Calls
$8.36M
Puts
$1.91M
Net Calls
+$6.45M
Net Calls Change
-$2.8M

Top Buyers

1
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$76.9M
2
Morgan Stanley
Morgan Stanley
New York
+$48M
3
SC
Savant Capital
Illinois
+$13.9M
4
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
+$9.27M
5
PI
Parkside Investments
Illinois
+$7.63M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$293M
2
Ameriprise
Ameriprise
Minnesota
-$103M
3
VNIM
Vaughan Nelson Investment Management
Texas
-$73.2M
4
Bank of America
Bank of America
North Carolina
-$43.4M
5
CAM
Cresset Asset Management
Illinois
-$41.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
476
Quadrant Capital Group
Ohio
$320K -$626K -2,660 -66%
ATPW
477
Ashton Thomas Private Wealth
Arizona
$319K -$4.94K -21 -2%
FWCM
478
Ferguson Wellman Capital Management
Oregon
$318K – – –
NEWAS
479
N.E.W. Advisory Services
Wisconsin
$315K -$2.35K -10 -0.7%
SPIA
480
Steward Partners Investment Advisory
New York
$314K – – –
SCM
481
SOL Capital Management
Maryland
$310K – – –
OWA
482
Outlook Wealth Advisors
Texas
$300K – – –
MWM
483
Meridian Wealth Management
Kentucky
$299K – – –
PCA
484
Prosperity Capital Advisors
Ohio
$294K +$51.6K +219 +21%
RSWM
485
Robertson Stephens Wealth Management
California
$292K – – –
SWM
486
Shakespeare Wealth Management
Wisconsin
$289K – – –
WCWM
487
Willow Creek Wealth Management
California
$287K – – –
KIA
488
KCM Investment Advisors
California
$287K +$287K +1,219 New
CWM
489
Connecticut Wealth Management
Connecticut
$287K +$287K +1,218 New
FHA
490
Flagship Harbor Advisors
Massachusetts
$283K – – –
SCM
491
Sterneck Capital Management
Missouri
$283K – – –
PTC
492
Private Trust Company
Ohio
$282K – – –
AF
493
Apexium Financial
Texas
$280K – – –
HT
494
HighTower Trust
Texas
$278K – – –
ACA
495
Aptus Capital Advisors
Alabama
$273K +$273K +1,161 New
CAM
496
Cubic Asset Management
Massachusetts
$270K – – –
PL
497
Plancorp LLC
Missouri
$269K – – –
FRA
498
Frank Rimerman Advisors
California
$260K +$260K +1,105 New
AIM
499
AHL Investment Management
Florida
$259K – – –
JJBC
500
James J. Burns & Company
New York
$259K – – –
18 19
20
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