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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 %
SAM
151
Silvercrest Asset Management
New York
$5.95M +$4.48M +20,322 +306%
GA
152
Geller Advisors
New York
$5.9M -$8.03M -36,370 -58%
AllianceBernstein
153
AllianceBernstein
Tennessee
$5.82M +$2.49M +11,277 +75%
Cambridge Investment Research Advisors
154
Cambridge Investment Research Advisors
Iowa
$5.74M -$652K -2,954 -10%
RPCA
155
Running Point Capital Advisors
California
$5.67M -$5.3K -24 -0.1%
WT
156
Whittier Trust
California
$5.61M – – –
KAS
157
Kestra Advisory Services
Texas
$5.41M -$5.52K -25 -0.1%
LC
158
LCNB Corp
Ohio
$5.25M +$3.03M +13,738 +137%
LT
159
Legacy Trust
Michigan
$5.14M +$5.14M +23,273 New
SLT
160
St Louis Trust
Missouri
$5.14M +$2.5M +11,311 +95%
BCI
161
Brinker Capital Investments
Pennsylvania
$5.08M +$15.4K +70 +0.3%
LNWWM
162
Laird Norton Wetherby Wealth Management
California
$5.06M -$4.41K -20 -0.1%
NPF
163
Norris Perne & French
Michigan
$4.94M +$2.03M +9,200 +70%
CAAS
164
Capital Asset Advisory Services
Michigan
$4.9M – – –
CPIG
165
Chicago Partners Investment Group
Illinois
$4.64M -$53.5K -222 -1%
R
166
Rebalance
California
$4.64M +$4.64M +21,018 New
SB
167
Simmons Bank
Arkansas
$4.6M +$526K +2,384 +13%
CWM
168
Chesapeake Wealth Management
Virginia
$4.59M -$83.6K -379 -2%
Baird Financial Group
169
Baird Financial Group
Wisconsin
$4.57M -$17.2K -78 -0.4%
AWP
170
Ascent Wealth Partners
New York
$4.51M -$4.4M -19,933 -49%
TFP
171
Triune Financial Partners
Kansas
$4.49M +$418K +1,892 +10%
SSIM
172
Sheets Smith Investment Management
Texas
$4.45M +$4.45M +18,869 New
EP
173
EPIQ Partners
Minnesota
$4.38M +$612K +2,775 +16%
FEG
174
Fund Evaluation Group
Ohio
$4.34M – – –
AWA
175
Aquire Wealth Advisors
Utah
$4.27M -$217K -985 -5%
5 6
7
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