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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 %
GWS
676
Glassman Wealth Services
Virginia
$10.8K – – –
AIM
677
Anchor Investment Management
South Carolina
$10.4K – – –
CB
678
Centennial Bank
Arkansas
$10.4K +$10.4K +47 New
National Bank of Canada
679
National Bank of Canada
Quebec, Canada
$9.49K – – –
WA
680
WestEnd Advisors
North Carolina
$8.61K -$50.5K -229 -85%
BWM
681
BerganKDV Wealth Management
Minnesota
$8.61K +$8.61K +39 New
TWM
682
Tradition Wealth Management
Minnesota
$8K – – –
RG
683
Retirement Group
California
$8K – – –
SBL
684
Sargent Bickham Lagudis
Colorado
$6.18K – – –
ACA
685
Atlas Capital Advisors
Wyoming
$5.96K – – –
CFFP
686
Center for Financial Planning
Michigan
$5.74K – – –
MLA
687
MB, Levis & Associates
Pennsylvania
$5.65K +$5.65K +26 New
NSIM
688
North Star Investment Management
Illinois
$4.19K – – –
NRC
689
New Republic Capital
North Carolina
$3.81K +$3.81K +17 New
PIMG
690
Patriot Investment Management Group
Tennessee
$2.82K +$2.82K +12 New
DI
691
Disciplined Investments
Oklahoma
$2.65K – – –
FMP
692
Financial Management Professionals
Texas
$2K – – –
AF
693
Affiance Financial
Minnesota
$221 +$221 +1 New
CMP
694
Coston McIsaac & Partners
Maine
$13 – – –
KCM
695
Karp Capital Management
California
– -$27.9M -134,777 Closed
RhumbLine Advisers
696
RhumbLine Advisers
Massachusetts
– -$4.61M -22,244 Closed
SA
697
Shilanski & Associates
Alaska
– -$2.82M -13,640 Closed
CGL
698
Clarius Group LLC
Washington
– -$1.52M -7,352 Closed
PWM
699
PRW Wealth Management
Massachusetts
– -$987K -4,767 Closed
MA
700
MUFG Americas
New York
– -$878K -4,240 Closed
26 27
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