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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 %
CPIG
151
Chicago Partners Investment Group
Illinois
$4.95M +$394K +1,667 +9%
CWM
152
Chesapeake Wealth Management
Virginia
$4.84M -$56K -238 -1%
Baird Financial Group
153
Baird Financial Group
Wisconsin
$4.76M -$112K -476 -2%
Stifel Financial
154
Stifel Financial
Missouri
$4.67M -$4.67M -19,856 -50%
AWA
155
Aquire Wealth Advisors
Utah
$4.55M -$1.41K -6 -0%
Citadel Advisors
156
Citadel Advisors
Florida
$4.54M -$2.78M -11,796 -38%
FEG
157
Fund Evaluation Group
Ohio
$4.52M -$109K -462 -2%
MGIA
158
Moneta Group Investment Advisors
Missouri
$4.42M +$280K +1,190 +7%
AWP
159
Ascent Wealth Partners
New York
$4.4M -$412K -1,750 -9%
WAG
160
Winthrop Advisory Group
Massachusetts
$4.4M +$11.1K +47 +0.3%
TFP
161
Triune Financial Partners
Kansas
$4.39M -$407K -1,727 -8%
CIP
162
Chartwell Investment Partners
Pennsylvania
$4.35M – – –
SAM
163
Silvercrest Asset Management
New York
$4.32M -$2.03M -8,607 -32%
LWMG
164
Levy Wealth Management Group
Pennsylvania
$4.3M -$74.6K -317 -2%
FC
165
Financial Council
Maryland
$4.26M -$106K -450 -2%
ECG
166
Edge Capital Group
Georgia
$4.18M +$908K +3,858 +28%
SB
167
Simmons Bank
Arkansas
$4.06M -$846K -3,593 -17%
MWM
168
Mission Wealth Management
California
$4.01M +$1.53M +6,520 +62%
GC
169
Gilbert & Cook
Iowa
$3.93M +$2.12K +9 +0.1%
HFG
170
Heron Financial Group
New York
$3.93M -$24.2M -102,782 -86%
EWA
171
EP Wealth Advisors
California
$3.92M +$1.99M +18,712 +103%
State Street
172
State Street
Massachusetts
$3.9M +$112K +476 +3%
MLFP
173
MPS Loria Financial Planners
Illinois
$3.69M -$824K -3,499 -18%
BCM
174
BTC Capital Management
Iowa
$3.67M – – –
AllianceBernstein
175
AllianceBernstein
Tennessee
$3.63M -$2.58M -10,959 -42%
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