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iShares Russell 3000 ETF
IWV

Overview Fund Activity

662 hedge funds and large institutions have $6.02B invested in iShares Russell 3000 ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 152 increasing their positions, 223 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
-30
Holders Change %
-4.34%
% of All Funds
10.6%
Holding in Top 10
49
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-16.95%
% of All Funds
0.78%
New
48
Increased
152
Reduced
223
Closed
63
Calls
$8.36M
Puts
$1.91M
Net Calls
+$6.45M
Net Calls Change
-$2.8M

Top Buyers

1
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$100M
2
Morgan Stanley
Morgan Stanley
New York
$266M
3
SC
Savant Capital
Illinois
$15.8M
4
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$9.27M
5
PI
Parkside Investments
Illinois
$8.39M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$254M
2
Ameriprise
Ameriprise
Minnesota
$129M
3
VNIM
Vaughan Nelson Investment Management
Texas
$80K
4
Bank of America
Bank of America
North Carolina
$224M
5
CAM
Cresset Asset Management
Illinois
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
651
Centennial Bank
Arkansas
$11.1K – – –
AIM
652
Anchor Investment Management
South Carolina
$11.1K – – –
National Bank of Canada
653
National Bank of Canada
Quebec, Canada
$10.1K – – –
WA
654
WestEnd Advisors
North Carolina
$9.18K -$8.61K -39 Closed
RG
655
Retirement Group
California
$9K – – –
TWM
656
Tradition Wealth Management
Minnesota
$9K – – –
ACA
657
Atlas Capital Advisors
Wyoming
$6.36K – – –
CFFP
658
Center for Financial Planning
Michigan
$6.12K – – –
MLA
659
MB, Levis & Associates
Pennsylvania
$6.05K – – –
NSIM
660
North Star Investment Management
Illinois
$4.47K – – –
NRC
661
New Republic Capital
North Carolina
$4.08K – – –
DI
662
Disciplined Investments
Oklahoma
$2.83K – – –
GKIM
663
GW&K Investment Management
Massachusetts
$2K +$2K +9 New
EARNEST Partners
664
EARNEST Partners
Georgia
$706 +$706 +3 New
FGAM
665
Financial Gravity Asset Management
Texas
$240 +$240 +1,013 New
MSCM
666
McElhenny Sheffield Capital Management
Texas
– -$150K -150,000 Closed
UOP
667
University of Pittsburgh
Pennsylvania
– -$28M -126,991 Closed
NL
668
NEPC LLC
Massachusetts
– -$10.8M -43,656 Closed
SEIA
669
Signature Estate & Investment Advisors
California
– -$9.13M -41,390 Closed
Federated Hermes
670
Federated Hermes
Pennsylvania
– -$8.33M -37,765 Closed
NW
671
Naviter Wealth
Arkansas
– -$6.35M -27,412 Closed
CAAS
672
Capital Asset Advisory Services
Michigan
– -$4.9M -22,197 Closed
SEI Investments
673
SEI Investments
Pennsylvania
– -$3.53M -15,975 Closed
WCG
674
Wall Capital Group
Arizona
– -$3.51M -15,337 Closed
EFG
675
Everhart Financial Group
Ohio
– -$3.26M -14,763 Closed
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