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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.

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

Top Sellers

1
CWA
CM Wealth Advisors
Ohio
$305K
2
BF
Brooklyn FI
New York
$13.9M
3
BlackRock
BlackRock
New York
$132M
4
State Street
State Street
Massachusetts
$3.55M
5
GAG
GM Advisory Group
New York
$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
126
Forte Asset Management
New York
$8.32M +$985K +4,464 +13%
JWA
127
JFS Wealth Advisors
Pennsylvania
$8.21M -$867K -3,929 -10%
Jane Street
128
Jane Street
New York
$7.98M +$7.98M +36,143 New
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$7.95M +$199K +901 +3%
Citigroup
130
Citigroup
New York
$7.85M -$73.3K -332 -0.9%
AIM
131
Allen Investment Management
New York
$7.81M – – –
ZIM
132
Zacks Investment Management
Illinois
$7.81M +$7.21M +32,672 +1,209%
RMC
133
Regis Management Company
California
$7.8M – – –
MWM
134
Moran Wealth Management
Florida
$7.58M +$7.58M +34,348 New
HHGA
135
Halbert Hargrove Global Advisors
California
$7.41M +$1.32K +6 +0%
WTC
136
WhitTier Trust Company
Nevada
$7.33M – – –
GT
137
Glenmede Trust
Pennsylvania
$7.22M – – –
Cetera Investment Advisers
138
Cetera Investment Advisers
Illinois
$7.05M -$272K -1,233 -4%
Comerica Bank
139
Comerica Bank
Texas
$6.99M +$327K +1,422 +5%
M&T Bank
140
M&T Bank
New York
$6.95M -$92.5K -419 -1%
MPPLM
141
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.92M -$1.79M -8,106 -21%
Creative Planning
142
Creative Planning
Kansas
$6.87M -$207K -936 -3%
Citadel Advisors
143
Citadel Advisors
Florida
$6.86M +$6.53M +29,577 +1,939%
FT
144
Fiduciary Trust
Massachusetts
$6.55M – – –
Victory Capital Management
145
Victory Capital Management
Texas
$6.55M +$988K +4,478 +18%
CCB
146
Country Club Bank
Missouri
$6.54M +$5.89M +26,690 +902%
AL
147
Aspiriant LLC
California
$6.46M -$339K -1,535 -5%
JA
148
JVL Associates
Michigan
$6.43M -$20.3K -92 -0.3%
NW
149
Naviter Wealth
Arkansas
$6.35M +$6.35M +27,412 New
KL
150
KilterHowling LLC
Colorado
$6M +$4.89M +22,154 +441%
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