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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 %
BSW
101
Buckingham Strategic Wealth
Missouri
$12.2M 55,297 +27,505 +99%
WA
102
Wealthstream Advisors
New York
$12.1M 55,014 +423 +0.8%
AP
103
Agilis Partners
Massachusetts
$11.7M 53,167 – –
IDA
104
Intelligence Driven Advisers
California
$11.7M 52,368 +1,448 +3%
MAWA
105
Moss Adams Wealth Advisors
Washington
$11.7M 52,842 +52,842 New
Lido Advisors
106
Lido Advisors
California
$11.7M 52,809 +29,274 +124%
BP
107
BBR Partners
New York
$10.9M 49,580 -1,305 -3%
NL
108
NEPC LLC
Massachusetts
$10.8M 43,656 – –
WANY
109
Wealthspire Advisors (New York)
New York
$10.3M 46,810 +787 +2%
TWM
110
Tanager Wealth Management
United Kingdom
$10.3M 46,702 +18,792 +67%
RJA
111
Raymond James & Associates
Florida
$10M 45,370 +3,471 +8%
TA
112
Tiedemann Advisors
New York
$9.89M 44,818 -12,956 -22%
SIM
113
Strategic Investment Management
Virginia
$9.8M 43,760 +33,570 +329%
Brown Advisory
114
Brown Advisory
Maryland
$9.22M 41,789 -682 -2%
UB
115
UMB Bank
Missouri
$9.17M 41,566 -5,548 -12%
SEIA
116
Signature Estate & Investment Advisors
California
$9.13M 41,390 +41,390 New
CCA
117
Conservest Capital Advisors
Pennsylvania
$8.86M 40,169 +40,169 New
BL
118
Balentine LLC
Georgia
$8.84M 40,052 +9,000 +29%
IIM
119
Ipswich Investment Management
Massachusetts
$8.81M 39,903 +755 +2%
Stifel Financial
120
Stifel Financial
Missouri
$8.76M 39,678 +19,442 +96%
BWM
121
BigSur Wealth Management
Florida
$8.72M 39,500 – –
TFCP
122
Twin Focus Capital Partners
Massachusetts
$8.69M 39,376 +32,775 +497%
CAN
123
Cetera Advisor Networks
California
$8.5M 38,528 -370 -1%
RBC
124
Roble Belko & Company
Pennsylvania
$8.37M 37,929 – –
Federated Hermes
125
Federated Hermes
Pennsylvania
$8.33M 37,765 +27,940 +284%
3 4
5
6 7