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iShares Russell 3000 ETF
IWV

694 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, 190 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

381% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $2.43M

186% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 35

18% more funds holding in top 10

Funds holding in top 10: 50 → 59 (+9)

15% more capital invested

Capital invested by funds: $5.62B → $6.44B (+$823M)

8% more funds holding

Funds holding: 645 → 694 (+49)

3.82% more ownership

Funds ownership: 55.96% → 59.79% (+3.8%)

6% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 190

Holders
694
Holders Change
+49
Holders Change %
+7.6%
% 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
190
Closed
35
Calls
$11.7M
Puts
$2.43M
Net Calls
+$9.25M
Net Calls Change
+$2.18M

Top Buyers

Rank Fund Capital Flow
1
JMPWA
JP Morgan Private Wealth Advisors
California
+$270M
2
VNIM
Vaughan Nelson Investment Management
Texas
+$69.1M
3
Morgan Stanley
Morgan Stanley
New York
+$50.4M
4
Ameriprise
Ameriprise
Minnesota
+$47.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$35.4M

Top Sellers

Rank Fund Capital Flow
1
CWA
CM Wealth Advisors
Ohio
-$88M
2
BlackRock
BlackRock
New York
-$17.9M
3
State Street
State Street
Massachusetts
-$16.1M
4
GAG
GM Advisory Group
New York
-$14.9M
5
SCM
SCS Capital Management
Massachusetts
-$9.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPFP
501
Clear Perspectives Financial Planning
Ohio
$310K – – –
HTC
502
Haverford Trust Company
Pennsylvania
$309K – – –
BIC
503
Beach Investment Counsel
Pennsylvania
$308K – – –
SIA
504
Schechter Investment Advisors
Michigan
$307K – – –
CNB
505
Camden National Bank
Maine
$307K – – –
FAT
506
First American Trust
California
$307K +$309K +1,392 New
FAIM
507
Financial Advocates Investment Management
Washington
$306K – – –
CWA
508
CM Wealth Advisors
Ohio
$305K -$88M -396,133 -100%
Financial Engines Advisors
509
Financial Engines Advisors
California
$304K +$306K +1,377 New
ATPW
510
Ashton Thomas Private Wealth
Arizona
$303K +$2.22K +10 +0.7%
DFC
511
DBK Financial Counsel
Ohio
$301K -$56.9K -256 -16%
FWCM
512
Ferguson Wellman Capital Management
Oregon
$298K +$444 +2 +0.1%
NEWAS
513
N.E.W. Advisory Services
Wisconsin
$298K +$2K +9 +0.7%
KJHP
514
K.J. Harrison & Partners
Ontario, Canada
$296K – – –
SPIA
515
Steward Partners Investment Advisory
New York
$294K – – –
B
516
Bensler
Washington
$293K +$295K +1,327 New
SCM
517
SOL Capital Management
Maryland
$291K – – –
AP
518
Appleton Partners
Massachusetts
$289K – – –
NA
519
NewEdge Advisors
Louisiana
$289K +$312K +1,402 New
OWA
520
Outlook Wealth Advisors
Texas
$281K – – –
MWM
521
Meridian Wealth Management
Kentucky
$280K -$889 -4 -0.3%
RSWM
522
Robertson Stephens Wealth Management
California
$273K -$568K -2,555 -67%
HT
523
HighTower Trust
Texas
$271K – – –
SWM
524
Shakespeare Wealth Management
Wisconsin
$271K -$1.11K -5 -0.4%
WCWM
525
Willow Creek Wealth Management
California
$269K – – –
19 20
21
22 23

IWV Hedge Fund Activity: Q4 2022 in Review

694 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q4 2022, worth a combined $6.44B — up 15% from $5.62B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new IWV positions and 35 closed out — a net gain of 65 holders — while 201 added to existing stakes and 190 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $270M. The largest seller was CM Wealth Advisors, cutting an estimated $88M.

  • 694 institutional investors held iShares Russell 3000 ETF (IWV) as of Q4 2022, up from 645 in Q3 2022.
  • Funds reported $6.44B of iShares Russell 3000 ETF stock for Q4 2022, up 15% quarter-over-quarter.
  • 100 funds opened new iShares Russell 3000 ETF positions in Q4 2022 and 35 closed out, a net change of +65 holders.
  • The largest iShares Russell 3000 ETF buyer in Q4 2022 was JP Morgan Private Wealth Advisors, an estimated $270M added.
  • The largest iShares Russell 3000 ETF seller in Q4 2022 was CM Wealth Advisors, an estimated $88M sold.

Based on aggregated 13F filings for Q4 2022.