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iShares Russell 3000 ETF
IWV

Overview Fund Activity

639 hedge funds and large institutions have $5.46B invested in iShares Russell 3000 ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 179 increasing their positions, 199 reducing their positions, and 67 closing their positions.

Holders
639
Holders Change
-17
Holders Change %
-2.59%
% of All Funds
10.8%
Holding in Top 10
54
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.57%
% of All Funds
0.91%
New
54
Increased
179
Reduced
199
Closed
67
Calls
$6.07M
Puts
$2.79M
Net Calls
+$3.28M
Net Calls Change
+$2.81M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$228M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$26.3M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$43.6M
4
FIB
4
First Interstate Bank
Montana
$18.4M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$50M

Top Sellers

1
AFIMH
1
American Family Insurance Mutual Holding
Wisconsin
$0
2
Ameriprise
2
Ameriprise
Minnesota
$119M
3
TF
3
TLWM Financial
Texas
$31.7M
4
WI
4
WBI Investments
New Jersey
$0
5
BlackRock
5
BlackRock
New York
$137M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$15.9M 73,292 -2,540 -3%
NFG
77
Nations Financial Group
Iowa
$15.4M 70,827 +3,850 +6%
TA
78
Tiedemann Advisors
New York
$15.2M 69,717 +4,358 +7%
TI
79
Truepoint Inc
Ohio
$14.5M 66,799 -278 -0.4%
LNWTC
80
Laird Norton Wetherby Trust Company
Washington
$14.1M 64,653 -11,738 -15%
CDIA
81
Capital Directions Investment Advisors
Georgia
$14M 64,623 -120 -0.2%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$13.4M 61,745 -451 -0.7%
CFGF
83
Compass Financial Group (Florida)
Florida
$13.4M 61,603 -368 -0.6%
Allspring Global Investments
84
Allspring Global Investments
North Carolina
$13.2M 60,854 -20,100 -25%
FMWA
85
Forvis Mazars Wealth Advisors
Missouri
$12.8M 58,822 +25,986 +79%
JIC
86
Johnson Investment Counsel
Ohio
$12.4M 56,974 +3,205 +6%
DPI
87
Diversified Portfolios Inc
Michigan
$12.4M 56,871 -494 -0.9%
HWM
88
HB Wealth Management
Georgia
$12.1M 55,604 +50,570 +1,005%
OBWP
89
O'Brien Wealth Partners
Massachusetts
$12.1M 55,508 -209 -0.4%
MPPLM
90
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$11.9M 54,527 +4,194 +8%
WA
91
Wealthstream Advisors
New York
$11.8M 54,430 -2,955 -5%
AP
92
Agilis Partners
Massachusetts
$11.6M 53,167 – –
BP
93
BBR Partners
New York
$11.1M 50,844 +25 +0%
RJA
94
Raymond James & Associates
Florida
$10.8M 49,799 +13,081 +36%
BL
95
Balentine LLC
Georgia
$10.5M 48,361 -18,304 -27%
UB
96
UMB Bank
Missouri
$10M 46,218 -923 -2%
WANY
97
Wealthspire Advisors (New York)
New York
$9.87M 45,411 +52 +0.1%
IDA
98
Intelligence Driven Advisers
California
$9.74M 43,987 +9,429 +27%
FHA
99
First Horizon Advisors
Tennessee
$9.56M 43,989 – –
JWA
100
JFS Wealth Advisors
Pennsylvania
$8.91M 40,968 -70 -0.2%
2 3
4
5 6