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iShares Russell 3000 ETF
IWV

Overview Fund Activity

639 hedge funds and large institutions have $5.46B invested in iShares Russell 3000 ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 179 increasing their positions, 199 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
639
Holders Change
-17
Holders Change %
-2.59%
% of All Funds
10.8%
Holding in Top 10
54
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.57%
% of All Funds
0.91%
New
54
Increased
179
Reduced
199
Closed
67
Calls
$6.07M
Puts
$2.79M
Net Calls
+$3.28M
Net Calls Change
+$2.81M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$228M
2
VNIM
Vaughan Nelson Investment Management
Texas
$26.3M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$43.6M
4
FIB
First Interstate Bank
Montana
$18.4M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$50M

Top Sellers

1
AFIMH
American Family Insurance Mutual Holding
Wisconsin
$0
2
Ameriprise
Ameriprise
Minnesota
$119M
3
TF
TLWM Financial
Texas
$31.7M
4
WI
WBI Investments
New Jersey
$0
5
BlackRock
BlackRock
New York
$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
626
Retirement Group
California
$8K +$8K +38 New
AW
627
ACG Wealth
Georgia
$7K +$7K +30 New
CFFP
628
Center for Financial Planning
Michigan
$6K – – –
SBL
629
Sargent Bickham Lagudis
Colorado
$6K +$3.86K +18 +180%
ACA
630
Atlas Capital Advisors
Wyoming
$5.87K – – –
CWM
631
Curi Wealth Management
North Carolina
$5K +$5K +21 New
CIA
632
Choate Investment Advisors
Massachusetts
$4K -$678K -3,390 -99%
NSIM
633
North Star Investment Management
Illinois
$4K – – –
DI
634
Disciplined Investments
Oklahoma
$3K – – –
FMP
635
Financial Management Professionals
Texas
$2K – – –
UFF
636
USA Financial Formulas
Michigan
$2K – – –
AWM
637
Avior Wealth Management
Nebraska
$1K -$400 -2 -29%
BHWM
638
Bay Harbor Wealth Management
Maryland
$1K – – –
IAIM
639
International Assets Investment Management
Florida
$455 +$9 +43 +2%
GSAM
640
Grant Street Asset Management
Pennsylvania
$169 -$2 -8 -1%
AFIMH
641
American Family Insurance Mutual Holding
Wisconsin
– -$155M -592,626 Closed
WI
642
WBI Investments
New Jersey
– -$12.8M -48,844 Closed
Susquehanna International Group
643
Susquehanna International Group
Pennsylvania
– -$4.83M -18,414 Closed
DACG
644
Donor Advised Charitable Giving
California
– -$2.93M -11,163 Closed
FTUS
645
Flow Traders U.S.
New York
– -$2.89M -11,027 Closed
CIC
646
Cornercap Investment Counsel
Georgia
– -$1.85M -7,050 Closed
RP
647
Riverbridge Partners
Minnesota
– -$1.74M -6,649 Closed
SPFA
648
Summit Place Financial Advisors
New Jersey
– -$1.61M -6,141 Closed
KWM
649
Kingsview Wealth Management
Oregon
– -$1.15M -4,397 Closed
ADL
650
Asset Dedication LLC
California
– -$1.1M -4,201 Closed
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