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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 %
Millennium Management
701
Millennium Management
New York
– -$826K -3,989 Closed
SIC
702
SJS Investment Consulting
Ohio
– -$822K -3,968 Closed
CPA
703
Court Place Advisors
Maryland
– -$554K -2,677 Closed
SC
704
Stephens Consulting
Michigan
– -$464K -2,240 Closed
PWPS
705
Pinnacle Wealth Planning Services
Ohio
– -$408K -1,970 Closed
IP
706
Investment Partners
Ohio
– -$404K -1,953 Closed
YIH
707
Y-Intercept (HK)
Hong Kong
– -$387K -1,869 Closed
BMWM
708
Brown Miller Wealth Management
Virginia
– -$384K -1,856 Closed
FA
709
Fermata Advisors
California
– -$384K -1,853 Closed
VNB
710
Virginia National Bank
Virginia
– -$364K -1,756 Closed
DA
711
DCM Advisors
New York
– -$355K -1,716 Closed
BWM
712
Brickley Wealth Management
California
– -$223K -1,076 Closed
Members Trust
713
Members Trust
Florida
– -$216K -1,043 Closed
AUB
714
Atlantic Union Bankshares
Virginia
– -$214K -1,034 Closed
ANB
715
Amarillo National Bank
Texas
– -$207K -1,000 Closed
PIFP
716
Partners in Financial Planning
Virginia
– -$204K -891 Closed
GWSG
717
GPS Wealth Strategies Group
Colorado
– -$116K -562 Closed
OPW
718
Oxler Private Wealth
New York
– -$56.5K -500 Closed
HI
719
Hudock Inc
Pennsylvania
– -$87K -423 Closed
EARNEST Partners
720
EARNEST Partners
Georgia
– -$86K -416 Closed
FEG
721
Financial Enhancement Group
Indiana
– -$81K -393 Closed
SWM
722
Stapp Wealth Management
Washington
– -$38K -184 Closed
MCM
723
McMillion Capital Management
North Carolina
– -$28K -137 Closed
FA
724
Flagstar Advisors
New York
– -$17.3K -83 Closed
HGERS
725
Householder Group Estate & Retirement Specialist
Arizona
– -$10K -53 Closed
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