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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 Market Value Shares Shares
Change 		Shares
Change %
IC
76
IEQ Capital
California
$17.4M 78,837 -2,294 -3%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$17.3M 78,493 +12,142 +18%
Allspring Global Investments
78
Allspring Global Investments
North Carolina
$16.9M 76,358 -19,511 -20%
CWM
79
Campbell Wealth Management
Virginia
$16.8M 76,286 +1,436 +2%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$16.7M 75,883 +669 +0.9%
FWIA
81
Fort Washington Investment Advisors
Ohio
$16.5M 74,924 – –
WPW
82
Waldron Private Wealth
Pennsylvania
$16.2M 78,283 – –
UCFA
83
United Capital Financial Advisors
Texas
$16M 72,354 -2,774 -4%
NFG
84
Nations Financial Group
Iowa
$15.5M 70,372 -953 -1%
MML Investors Services
85
MML Investors Services
Massachusetts
$15.3M 69,329 -3,846 -5%
LNWTC
86
Laird Norton Wetherby Trust Company
Washington
$15.1M 68,594 +5,262 +8%
TI
87
Truepoint Inc
Ohio
$14.7M 66,402 -304 -0.5%
CDIA
88
Capital Directions Investment Advisors
Georgia
$14.4M 65,125 +65,125 New
RW
89
Reframe Wealth
Virginia
$14.4M 65,125 +65,125 New
BF
90
Brooklyn FI
New York
$13.9M 20,423 -38,800 -66%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$13.5M 61,385 +974 +2%
PAG
92
Private Advisor Group
New Jersey
$13.5M 65,449 -5,665 -8%
Cerity Partners
93
Cerity Partners
New York
$13.5M 61,090 -37,008 -38%
CFGF
94
Compass Financial Group (Florida)
Florida
$13.3M 60,384 -1,184 -2%
FMWA
95
Forvis Mazars Wealth Advisors
Missouri
$13.3M 60,370 +677 +1%
FHA
96
First Horizon Advisors
Tennessee
$13.2M 59,893 +12,706 +27%
FTUS
97
Flow Traders U.S.
New York
$12.6M 57,145 +57,145 New
JIC
98
Johnson Investment Counsel
Ohio
$12.6M 57,073 -528 -0.9%
OBWP
99
O'Brien Wealth Partners
Massachusetts
$12.4M 56,233 -1,252 -2%
DPI
100
Diversified Portfolios Inc
Michigan
$12.4M 56,085 -164 -0.3%
2 3
4
5 6