IWV icon

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 %
BNP Paribas Financial Markets
601
BNP Paribas Financial Markets
France
$110K – – –
AWM
602
Abound Wealth Management
Tennessee
$101K +$221 +1 +0.2%
TC
603
Truvestments Capital
Florida
$91.2K -$2.65K -12 -3%
KFI
604
Key Financial Inc
Pennsylvania
$89.4K – – –
TFGT
605
TS Financial Group (TSFG)
Illinois
$88K – – –
HFS
606
HBC Financial Services
Washington
$83K +$439 +2 +0.5%
TWC
607
TD Waterhouse Canada
Ontario, Canada
$83K – – –
CWM
608
Cranbrook Wealth Management
Michigan
$83K – – –
First Manhattan
609
First Manhattan
New York
$79.4K – – –
OIA
610
Optimum Investment Advisors
Illinois
$78.3K – – –
NG
611
NWK Group
California
$71.5K -$15.4K -70 -18%
TWA
612
TCI Wealth Advisors
Arizona
$69.1K -$5.3K -24 -7%
RBC
613
Romano Brothers & Co
Illinois
$66.2K +$66.2K +300 New
FRA
614
Front Row Advisors
California
$66K – – –
OWA
615
One Wealth Advisors
California
$64.7K +$64.7K +293 New
LCOV
616
London Company of Virginia
Virginia
$63.6K +$63.6K +288 New
GJIA
617
Glass Jacobson Investment Advisors
Maryland
$62.2K +$62.2K +282 New
TVWM
618
Tower View Wealth Management
Wisconsin
$62K +$664 +3 +1%
FA
619
Fiduciary Alliance
South Carolina
$61K +$61K +276 New
CWP
620
Concord Wealth Partners
Virginia
$57.1K +$57.1K +259 New
FFA
621
Founders Financial Alliance
North Carolina
$56.2K +$221 +1 +0.4%
LTI
622
Laffer Tengler Investments
Tennessee
$55.4K +$55.4K +251 New
DWA
623
Dougherty Wealth Advisers
Minnesota
$55.2K – – –
CCM
624
Cribstone Capital Management
Maine
$53.8K -$883 -4 -2%
DSC
625
Duncker Streett & Co
Missouri
$53K – – –
23 24
25
26 27