iShares Russell 3000 ETF
641 hedge funds and large institutions have $5.47B invested in iShares Russell 3000 ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 180 increasing their positions, 199 reducing their positions, and 67 closing their positions.
118% more call options, than puts
Call options by funds: $6.07M | Put options by funds: $2.79M
0% more ownership
Funds ownership: 55.1% → 55.1% (+0%)
10% less repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 199
3% less funds holding
Funds holding: 658 → 641 (-17)
4% less funds holding in top 10
Funds holding in top 10: 56 → 54 (-2)
18% less capital invested
Capital invested by funds: $6.69B → $5.47B (-$1.23B)
19% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$38.6M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$28.5M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$23.7M |
| 4 |
FIB
First Interstate Bank
Billings,
Montana
|
+$20M |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
+$15.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFIMH
American Family Insurance Mutual Holding
Madison,
Wisconsin
|
-$155M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$50.9M |
| 3 |
TF
TLWM Financial
San Antonio,
Texas
|
-$14.2M |
| 4 |
BlackRock
New York
|
-$13.1M |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$12.8M |
IWV Hedge Fund Activity: Q2 2022 in Review
641 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q2 2022, worth a combined $5.47B — down 18% from $6.69B a quarter earlier.
Sellers outnumbered buyers: 67 funds closed out of IWV and 54 opened new positions — a net loss of 13 holders — while 199 trimmed existing stakes and 180 added.
The largest buyer was Morgan Stanley, adding an estimated $38.6M. The largest seller was American Family Insurance Mutual Holding, exiting entirely with an estimated $155M sold.
- 641 institutional investors held iShares Russell 3000 ETF (IWV) as of Q2 2022, down from 658 in Q1 2022.
- Funds reported $5.47B of iShares Russell 3000 ETF stock for Q2 2022, down 18% quarter-over-quarter.
- 54 funds opened new iShares Russell 3000 ETF positions in Q2 2022 and 67 closed out, a net change of -13 holders.
- The largest iShares Russell 3000 ETF buyer in Q2 2022 was Morgan Stanley, an estimated $38.6M added.
- The largest iShares Russell 3000 ETF seller in Q2 2022 was American Family Insurance Mutual Holding, an estimated $155M sold.
Based on aggregated 13F filings for Q2 2022.