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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 %
Diamond Hill Capital Management
676
Diamond Hill Capital Management
Ohio
– -$2.13M -9,644 Closed
ClearBridge Investments
677
ClearBridge Investments
New York
– -$2.06M -9,339 Closed
AI
678
Atria Investments
North Carolina
– -$2.05M -9,268 Closed
KAM
679
Knightsbridge Asset Management
California
– -$1.98M -8,992 Closed
TAM
680
Tocqueville Asset Management
New York
– -$1.41M -6,388 Closed
Belvedere Trading
681
Belvedere Trading
Illinois
– -$1.25M -5,657 Closed
MWA
682
Motive Wealth Advisors
Michigan
– -$1.01M -4,599 Closed
FMI
683
Fiduciary Management Inc
Wisconsin
– -$1.01M -4,595 Closed
LFA
684
LGT Financial Advisors
Texas
– -$838K -3,795 Closed
DSA
685
Davis Selected Advisers
Arizona
– -$746K -3,382 Closed
1SAMC
686
12th Street Asset Management Company
Tennessee
– -$453K -2,054 Closed
CAG
687
Csenge Advisory Group
Florida
– -$445K -2,017 Closed
LHC
688
Little House Capital
Massachusetts
– -$408K -1,847 Closed
AssetMark Inc
689
AssetMark Inc
California
– -$395K -1,790 Closed
Fuller & Thaler Asset Management
690
Fuller & Thaler Asset Management
California
– -$380K -1,720 Closed
WMS
691
Wealth Management Solutions
Pennsylvania
– -$372K -1,687 Closed
NSCM
692
New South Capital Management
Tennessee
– -$358K -1,622 Closed
DC
693
Davenport & Co
Virginia
– -$356K -1,613 Closed
CS
694
Comerica Securities
Michigan
– -$346K -1,568 Closed
CAM
695
Congress Asset Management
Massachusetts
– -$317K -1,435 Closed
BIC
696
Beach Investment Counsel
Pennsylvania
– -$308K -1,397 Closed
FAT
697
First American Trust
California
– -$307K -1,392 Closed
CWA
698
CM Wealth Advisors
Ohio
– -$305K -1,384 Closed
Financial Engines Advisors
699
Financial Engines Advisors
California
– -$304K -1,377 Closed
B
700
Bensler
Washington
– -$293K -1,327 Closed
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