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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
$512M
2
VNIM
Vaughan Nelson Investment Management
Texas
$68.7M
3
Morgan Stanley
Morgan Stanley
New York
$205M
4
Ameriprise
Ameriprise
Minnesota
$217M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$42.3M

Top Sellers

1
CWA
CM Wealth Advisors
Ohio
$305K
2
BF
Brooklyn FI
New York
$13.9M
3
BlackRock
BlackRock
New York
$132M
4
State Street
State Street
Massachusetts
$3.55M
5
GAG
GM Advisory Group
New York
$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
551
Money Concepts Capital
Florida
$230K +$156K +708 +213%
FF
552
Fluent Financial
Texas
$230K +$10.4K +47 +5%
MA
553
Mutual Advisors
Nebraska
$229K +$229K +1,038 New
PCA
554
Prosperity Capital Advisors
Ohio
$227K +$227K +1,029 New
GA
555
Greenspring Advisors
Maryland
$226K -$60.7K -275 -21%
FCFS
556
First Command Financial Services
Texas
$221K – – –
FCB
557
First Command Bank
Texas
$221K – – –
CAWM
558
Capital Advisors Wealth Management
Washington
$221K -$50.3K -228 -19%
WMA
559
Wealth Management Associates
New Jersey
$221K – – –
APP
560
Avantax Planning Partners
Iowa
$219K -$21.2K -96 -9%
BFEC
561
Benjamin F. Edwards & Company
Missouri
$217K -$17.2K -78 -7%
CIM
562
CIM Investment Management
Pennsylvania
$216K – – –
LFAS
563
Level Four Advisory Services
Texas
$216K +$2.87K +13 +1%
JC
564
Jacobs & Co
California
$216K – – –
WLPWM
565
Walled Lake Planning & Wealth Management
Illinois
$213K +$213K +967 New
CF
566
Corrigan Financial
Rhode Island
$213K -$5.3K -24 -2%
MPCL
567
My Personal CFO LLC
Washington
$213K +$213K +963 +96,300%
SWA
568
Sutton Wealth Advisors
Florida
$213K -$11.9K -54 -5%
ABC
569
Associated Banc-Corp
Wisconsin
$212K +$212K +962 New
CAM
570
Campion Asset Management
Virginia
$212K -$1.99K -9 -0.9%
PBO
571
Peoples Bank (Ohio)
Ohio
$211K -$378K -1,715 -64%
FFM
572
Forum Financial Management
Illinois
$210K +$210K +952 New
PIM
573
Penobscot Investment Management
Massachusetts
$208K +$208K +943 New
PFWA
574
Paces Ferry Wealth Advisors
Georgia
$203K +$203K +922 New
TNB
575
Thomasville National Bank
Georgia
$203K +$203K +919 New
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23
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