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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 %
HTC
501
Haverford Trust Company
Pennsylvania
$309K – – –
BIC
502
Beach Investment Counsel
Pennsylvania
$308K – – –
SIA
503
Schechter Investment Advisors
Michigan
$307K – – –
CNB
504
Camden National Bank
Maine
$307K – – –
FAT
505
First American Trust
California
$307K +$307K +1,392 New
FAIM
506
Financial Advocates Investment Management
Washington
$306K – – –
CWA
507
CM Wealth Advisors
Ohio
$305K -$87.4M -396,133 -100%
Financial Engines Advisors
508
Financial Engines Advisors
California
$304K +$304K +1,377 New
ATPW
509
Ashton Thomas Private Wealth
Arizona
$303K +$2.21K +10 +0.7%
DFC
510
DBK Financial Counsel
Ohio
$301K -$56.5K -256 -16%
FWCM
511
Ferguson Wellman Capital Management
Oregon
$298K +$441 +2 +0.1%
NEWAS
512
N.E.W. Advisory Services
Wisconsin
$298K +$1.99K +9 +0.7%
KJHP
513
K.J. Harrison & Partners
Ontario, Canada
$296K – – –
SPIA
514
Steward Partners Investment Advisory
New York
$294K – – –
B
515
Bensler
Washington
$293K +$293K +1,327 New
SCM
516
SOL Capital Management
Maryland
$291K – – –
AP
517
Appleton Partners
Massachusetts
$289K – – –
NA
518
NewEdge Advisors
Louisiana
$289K +$289K +1,402 New
OWA
519
Outlook Wealth Advisors
Texas
$281K – – –
MWM
520
Meridian Wealth Management
Kentucky
$280K -$883 -4 -0.3%
RSWM
521
Robertson Stephens Wealth Management
California
$273K -$564K -2,555 -67%
HT
522
HighTower Trust
Texas
$271K – – –
SWM
523
Shakespeare Wealth Management
Wisconsin
$271K -$1.1K -5 -0.4%
WCWM
524
Willow Creek Wealth Management
California
$269K – – –
FHA
525
Flagship Harbor Advisors
Massachusetts
$265K – – –
19 20
21
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