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iShares Russell 3000 ETF
IWV

Overview Fund Activity

643 hedge funds and large institutions have $5.62B invested in iShares Russell 3000 ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 188 reducing their positions, and 33 closing their positions.

Holders
643
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
11.12%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.86%
New
45
Increased
177
Reduced
188
Closed
33
Calls
$10.3M
Puts
$3.19M
Net Calls
+$7.06M
Net Calls Change
+$3.79M

Top Buyers

1
CWA
1
CM Wealth Advisors
Ohio
$398M
2
Ameriprise
2
Ameriprise
Minnesota
$159M
3
KeyBank National Association
3
KeyBank National Association
Ohio
$58.4M
4
KCM
4
Karp Capital Management
California
$27.9M
5
SEM
5
Strategic Equity Management
Arizona
$26.8M

Top Sellers

1
MPCL
1
My Personal CFO LLC
Washington
$221K
2
Morgan Stanley
2
Morgan Stanley
New York
$145M
3
New York State Common Retirement Fund
3
New York State Common Retirement Fund
New York
$8.94M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$84K
5
FIB
5
First Interstate Bank
Montana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HWM
76
HB Wealth Management
Georgia
$15.1M 73,007 +17,403 +31%
NFG
77
Nations Financial Group
Iowa
$14.8M 71,325 +498 +0.7%
PAG
78
Private Advisor Group
New Jersey
$14.7M 71,114 -30,253 -30%
TI
79
Truepoint Inc
Ohio
$13.8M 66,706 -93 -0.1%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$13.7M 66,351 -27,388 -29%
LNWTC
81
Laird Norton Wetherby Trust Company
Washington
$13.1M 63,332 -1,321 -2%
GA
82
Geller Advisors
New York
$13.1M 63,103 -11,073 -15%
CFGF
83
Compass Financial Group (Florida)
Florida
$12.7M 61,568 -35 -0.1%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$12.5M 60,411 -1,334 -2%
CDIA
85
Capital Directions Investment Advisors
Georgia
– – -64,623 Closed
FMWA
86
Forvis Mazars Wealth Advisors
Missouri
$12.4M 59,693 +871 +1%
BF
87
Brooklyn FI
New York
$12.3M 59,223 +41,952 +243%
TA
88
Tiedemann Advisors
New York
$12M 57,774 -11,943 -17%
JIC
89
Johnson Investment Counsel
Ohio
$11.9M 57,601 +627 +1%
OBWP
90
O'Brien Wealth Partners
Massachusetts
$11.9M 57,485 +1,977 +4%
DPI
91
Diversified Portfolios Inc
Michigan
$11.6M 56,249 -622 -1%
WA
92
Wealthstream Advisors
New York
$11.3M 54,591 +161 +0.3%
IDA
93
Intelligence Driven Advisers
California
$11M 50,920 +6,933 +16%
AP
94
Agilis Partners
Massachusetts
$11M 53,167 – –
NL
95
NEPC LLC
Massachusetts
$10.8M 43,656 +43,656 New
BP
96
BBR Partners
New York
$10.5M 50,885 +41 +0.1%
Truist Financial
97
Truist Financial
North Carolina
$10.2M 49,271 +11,924 +32%
FHA
98
First Horizon Advisors
Tennessee
$9.77M 47,187 +3,198 +7%
UB
99
UMB Bank
Missouri
$9.75M 47,114 +896 +2%
WANY
100
Wealthspire Advisors (New York)
New York
$9.53M 46,023 +612 +1%
2 3
4
5 6