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iShares Russell 3000 ETF
IWV

Overview Fund Activity

639 hedge funds and large institutions have $5.46B invested in iShares Russell 3000 ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 179 increasing their positions, 199 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
639
Holders Change
-17
Holders Change %
-2.59%
% of All Funds
10.8%
Holding in Top 10
54
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.57%
% of All Funds
0.91%
New
54
Increased
179
Reduced
199
Closed
67
Calls
$6.07M
Puts
$2.79M
Net Calls
+$3.28M
Net Calls Change
+$2.81M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$228M
2
VNIM
Vaughan Nelson Investment Management
Texas
$26.3M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$43.6M
4
FIB
First Interstate Bank
Montana
$18.4M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$50M

Top Sellers

1
AFIMH
American Family Insurance Mutual Holding
Wisconsin
$0
2
Ameriprise
Ameriprise
Minnesota
$119M
3
TF
TLWM Financial
Texas
$31.7M
4
WI
WBI Investments
New Jersey
$0
5
BlackRock
BlackRock
New York
$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
151
Chicago Partners Investment Group
Illinois
$4.57M -$197K -827 -4%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$4.56M -$132K -605 -3%
AWP
153
Ascent Wealth Partners
New York
$4.44M -$485K -2,230 -10%
MLFP
154
MPS Loria Financial Planners
Illinois
$4.4M -$41.5K -191 -0.9%
FEG
155
Fund Evaluation Group
Ohio
$4.35M -$4.17M -19,199 -49%
FC
156
Financial Council
Maryland
$4.17M -$17.8K -82 -0.4%
SB
157
Simmons Bank
Arkansas
$4.03M -$101K -466 -2%
CIP
158
Chartwell Investment Partners
Pennsylvania
$4.02M – – –
WAG
159
Winthrop Advisory Group
Massachusetts
$4.01M -$5.87K -27 -0.1%
EWA
160
EP Wealth Advisors
California
$3.99M -$40K -184 -1%
WA
161
Waverly Advisors
Alabama
$3.9M -$289K -1,328 -7%
LWMG
162
Levy Wealth Management Group
Pennsylvania
$3.66M +$5.22K +24 +0.1%
DBT
163
Dubuque Bank & Trust
Iowa
$3.56M +$3.56M +16,376 New
JFGIW
164
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.56M +$720K +3,314 +25%
WCG
165
Wall Capital Group
Arizona
$3.45M – – –
CAM
166
Cozad Asset Management
Illinois
$3.45M – – –
GP
167
Greenline Partners
New York
$3.43M +$578K +2,660 +20%
FHB
168
First Hawaiian Bank
Hawaii
$3.41M -$21.7K -100 -0.6%
AIM
169
Allen Investment Management
New York
$3.33M -$687K -3,158 -17%
LFS
170
Lutz Financial Services
Nebraska
$3.32M – – –
FG
171
Foster Group
Iowa
$3.29M +$3.29M +15,129 New
JIP
172
Jaffetilchin Investment Partners
Florida
$3.28M -$110K -504 -3%
EP
173
EPIQ Partners
Minnesota
$3.17M +$645K +2,965 +26%
Prudential Financial
174
Prudential Financial
New Jersey
$3.16M – – –
ECG
175
Edge Capital Group
Georgia
$3.12M -$3.7K -17 -0.1%
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