IWV icon

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 %
AP
701
Appleton Partners
Massachusetts
– -$289K -1,310 Closed
PAS
702
Park Avenue Securities
New York
– -$265K -1,201 Closed
MPI
703
Mairs & Power Inc
Minnesota
– -$246K -1,115 Closed
GWA
704
GGM Wealth Advisors
Maryland
– -$246K -1,100 Closed
ACM
705
Alta Capital Management
Utah
– -$237K -1,075 Closed
MCC
706
Money Concepts Capital
Florida
– -$230K -1,041 Closed
MA
707
Mutual Advisors
Nebraska
– -$229K -1,038 Closed
MPCL
708
My Personal CFO LLC
Washington
– -$213K -964 Closed
ABC
709
Associated Banc-Corp
Wisconsin
– -$212K -962 Closed
PBO
710
Peoples Bank (Ohio)
Ohio
– -$211K -956 Closed
FFM
711
Forum Financial Management
Illinois
– -$210K -952 Closed
TIM
712
Tortoise Investment Management
New York
– -$122K -555 Closed
CG
713
Cutler Group
California
– -$121K -549 Closed
RBC
714
Romano Brothers & Co
Illinois
– -$66.2K -300 Closed
OWA
715
One Wealth Advisors
California
– -$64.7K -293 Closed
LCOV
716
London Company of Virginia
Virginia
– -$63.6K -288 Closed
FA
717
Fiduciary Alliance
South Carolina
– -$61K -276 Closed
TA
718
Tectonic Advisors
Texas
– -$44.1K -200 Closed
ANBT
719
American National Bank & Trust
Texas
– -$40K -180 Closed
CAL
720
Capital Advisors Ltd
Ohio
– -$33K -150 Closed
EWA
721
EverSource Wealth Advisors
Alabama
– -$32.7K -148 Closed
MAM
722
Marquette Asset Management
Minnesota
– -$17.4K -79 Closed
TPCW
723
TD Private Client Wealth
New York
– -$11.3K -51 Closed
BWM
724
BerganKDV Wealth Management
Minnesota
– -$8.61K -39 Closed
PIMG
725
Patriot Investment Management Group
Tennessee
– -$2.82K -12 Closed
26 27 28
29
30