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iShares Russell 3000 ETF
IWV

Overview Fund Activity

662 hedge funds and large institutions have $6.02B invested in iShares Russell 3000 ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 152 increasing their positions, 223 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
-30
Holders Change %
-4.34%
% of All Funds
10.6%
Holding in Top 10
49
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-16.95%
% of All Funds
0.78%
New
48
Increased
152
Reduced
223
Closed
63
Calls
$8.36M
Puts
$1.91M
Net Calls
+$6.45M
Net Calls Change
-$2.8M

Top Buyers

1
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$100M
2
Morgan Stanley
Morgan Stanley
New York
$266M
3
SC
Savant Capital
Illinois
$15.8M
4
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$9.27M
5
PI
Parkside Investments
Illinois
$8.39M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$254M
2
Ameriprise
Ameriprise
Minnesota
$129M
3
VNIM
Vaughan Nelson Investment Management
Texas
$80K
4
Bank of America
Bank of America
North Carolina
$224M
5
CAM
Cresset Asset Management
Illinois
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
126
Glenmede Trust
Pennsylvania
$7.63M -$72.7K -309 -0.9%
FAM
127
Forte Asset Management
New York
$7.5M -$1.38M -5,842 -15%
WTC
128
WhitTier Trust Company
Nevada
$7.37M -$447K -1,900 -6%
Creative Planning
129
Creative Planning
Kansas
$7.34M +$15.8K +67 +0.2%
M&T Bank
130
M&T Bank
New York
$7.13M -$284K -1,208 -4%
Cetera Investment Advisers
131
Cetera Investment Advisers
Illinois
$6.99M -$523K -2,222 -7%
JA
132
JVL Associates
Michigan
$6.86M – – –
HHGA
133
Halbert Hargrove Global Advisors
California
$6.83M -$1.07M -4,554 -14%
AL
134
Aspiriant LLC
California
$6.77M -$121K -516 -2%
Cambridge Investment Research Advisors
135
Cambridge Investment Research Advisors
Iowa
$6.73M +$610K +2,591 +10%
EP
136
EPIQ Partners
Minnesota
$6.11M +$1.44M +6,104 +31%
RPCA
137
Running Point Capital Advisors
California
$6.04M – – –
WT
138
Whittier Trust
California
$5.88M -$109K -464 -2%
ACA
139
Affinity Capital Advisors
California
$5.87M +$5.87M +24,925 New
LC
140
LCNB Corp
Ohio
$5.59M -$8.71K -37 -0.2%
LT
141
Legacy Trust
Michigan
$5.53M +$47.1K +200 +0.9%
SLT
142
St Louis Trust
Missouri
$5.5M +$21.2K +90 +0.4%
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$5.49M +$1.38M +5,879 +34%
KAS
144
Kestra Advisory Services
Texas
$5.45M -$329K -1,396 -6%
FT
145
Fiduciary Trust
Massachusetts
$5.28M -$1.71M -7,249 -24%
LNWWM
146
Laird Norton Wetherby Wealth Management
California
$5.28M -$116K -493 -2%
NPF
147
Norris Perne & French
Michigan
$5.27M – – –
BCI
148
Brinker Capital Investments
Pennsylvania
$5.17M -$254K -1,078 -5%
OPS
149
Orion Portfolio Solutions
Nebraska
$5.17M +$5.17M +21,958 New
R
150
Rebalance
California
$4.96M +$17K +72 +0.3%
4 5
6
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