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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 %
PTC
526
Private Trust Company
Ohio
$265K – – –
PAS
527
Park Avenue Securities
New York
$265K +$265K +1,201 New
SCM
528
Sterneck Capital Management
Missouri
$265K – – –
AF
529
Apexium Financial
Texas
$262K +$1.1K +5 +0.4%
NEGWA
530
New England Guild Wealth Advisors
Connecticut
$262K – – –
AAS
531
Ameritas Advisory Services
Nebraska
$262K -$19.4K -88 -7%
CAM
532
Cubic Asset Management
Massachusetts
$253K – – –
PL
533
Plancorp LLC
Missouri
$252K – – –
LRIA
534
Leonard Rickey Investment Advisors
Washington
$249K -$1.77K -8 -0.7%
GWA
535
GGM Wealth Advisors
Maryland
$246K – – –
MPI
536
Mairs & Power Inc
Minnesota
$246K +$246K +1,115 New
AIM
537
AHL Investment Management
Florida
$243K – – –
JJBC
538
James J. Burns & Company
New York
$243K -$43.7K -198 -15%
OCPWS
539
One Charles Private Wealth Services
Massachusetts
$243K – – –
MA
540
MONECO Advisors
Connecticut
$242K +$662 +3 +0.3%
PG
541
Patten Group
Tennessee
$239K -$22.1K -100 -8%
PRA
542
Pine Ridge Advisers
New York
$239K +$239K +1,083 New
RWP
543
Revolve Wealth Partners
New Jersey
$239K – – –
SCM
544
Sebold Capital Management
Illinois
$238K +$238K +1,078 New
KPWS
545
Kestra Private Wealth Services
Texas
$238K +$12.8K +58 +6%
ACM
546
Alta Capital Management
Utah
$237K +$237K +1,075 New
OIA
547
OneDigital Investment Advisors
Kansas
$237K -$68.9K -312 -23%
BAM
548
Berkshire Asset Management
Pennsylvania
$237K – – –
VWA
549
V Wealth Advisors
Kansas
$232K – – –
RWM
550
Rockwood Wealth Management
Pennsylvania
$232K – – –
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