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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.

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
1
J.P. Morgan Private Wealth Advisors
California
$512M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$68.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$205M
4
Ameriprise
4
Ameriprise
Minnesota
$217M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$42.3M

Top Sellers

1
CWA
1
CM Wealth Advisors
Ohio
$305K
2
BF
2
Brooklyn FI
New York
$13.9M
3
BlackRock
3
BlackRock
New York
$132M
4
State Street
4
State Street
Massachusetts
$3.55M
5
GAG
5
GM Advisory Group
New York
$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEM
51
Strategic Equity Management
Arizona
$27.2M -$1.4M -6,352 -5%
HighTower Advisors
52
HighTower Advisors
Illinois
$26.8M +$6.9M +31,269 +35%
Franklin Resources
53
Franklin Resources
California
$26.5M +$59.1K +268 +0.2%
HFS
54
Hantz Financial Services
Michigan
$26.2M -$21.6K -98 -0.1%
HFG
55
Heron Financial Group
New York
$26.1M +$26.1M +119,456 New
SF
56
Synovus Financial
Georgia
$26.1M +$1.47M +6,654 +6%
GWM
57
Geneos Wealth Management
Colorado
$25.8M +$738K +3,343 +3%
GAG
58
GM Advisory Group
New York
$25.5M -$14.8M -67,053 -37%
US Bancorp
59
US Bancorp
Minnesota
$25M +$2.67M +12,094 +12%
WA
60
Waverly Advisors
Alabama
$22.7M +$18.2M +82,319 +397%
SFG
61
StrategIQ Financial Group
Indiana
$22.7M -$113K -511 -0.5%
CG
62
Caprock Group
Idaho
$22.4M -$552K -2,500 -2%
BJL
63
Brighton Jones LLC
Washington
$22.1M -$1.35M -6,095 -6%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$22.1M +$12.5M +56,765 +132%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$21.6M +$230K +1,040 +1%
GDP
66
Great Diamond Partners
Maine
$21.2M -$719K -3,260 -3%
QA
67
Quantitative Advantage
Minnesota
$21.2M +$210K +950 +1%
Truist Financial
68
Truist Financial
North Carolina
$21.1M +$10.3M +46,500 +94%
HWM
69
HB Wealth Management
Georgia
$20.6M +$4.49M +20,336 +28%
CA
70
Clearstead Advisors
Ohio
$20.3M -$12.8K -58 -0.1%
WC
71
Wealth CMT
New Jersey
$19.9M +$839K +3,803 +4%
EC
72
Estate Counselors
Wisconsin
$19.8M +$19.8M +89,660 New
SP
73
Stairway Partners
Illinois
$18.2M -$11K -50 -0.1%
Mariner
74
Mariner
Kansas
$18M -$164K -745 -0.9%
TWM
75
Tanglewood Wealth Management
Texas
$18M -$276K -1,249 -2%
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