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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 %
AllianceBernstein
176
AllianceBernstein
Tennessee
$3.12M +$101K +466 +3%
BPA
177
Beacon Pointe Advisors
California
$3.1M -$4.05M -18,615 -57%
C
178
Certuity
Florida
$3.05M +$5.87K +27 +0.2%
BFC
179
Blue Fin Capital
Rhode Island
$3.03M -$7.83K -36 -0.3%
CSWM
180
Cassady Schiller Wealth Management
Ohio
$2.86M – – –
SQA
181
Simon Quick Advisors
New Jersey
$2.82M +$692K +2,885 +32%
SAM
182
Silvercrest Asset Management
New York
$2.8M +$1.36M +6,250 +94%
V
183
Veritable
Delaware
$2.79M +$2.17K +10 +0.1%
SHGA
184
Sand Hill Global Advisors
California
$2.79M -$374K -1,721 -12%
JFG
185
JMG Financial Group
Illinois
$2.74M +$98.9K +455 +4%
NEPWA
186
New England Private Wealth Advisors
Massachusetts
$2.72M -$1.41K -7 -0.1%
CCMG
187
Clark Capital Management Group
Pennsylvania
$2.65M +$2.44M +11,215 +1,143%
WCM
188
Wealthcare Capital Management
Virginia
$2.63M – – –
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$2.63M +$515K +2,370 +24%
LHC
190
Little House Capital
Massachusetts
$2.6M +$2.37M +10,919 +1,051%
WSFS
191
Wilmington Savings Fund Society
Delaware
$2.56M – – –
NPF
192
Norris Perne & French
Michigan
$2.55M – – –
CRC
193
Curi RMB Capital
Illinois
$2.51M +$1.66M +7,628 +194%
TA
194
Trellis Advisors
Washington
$2.47M -$3.48K -16 -0.1%
TWM
195
Tolleson Wealth Management
Texas
$2.43M -$56.5K -260 -2%
WT
196
Washington Trust
Rhode Island
$2.39M +$6.74K +31 +0.3%
5L
197
55I LLC
Massachusetts
$2.36M -$469K -2,158 -17%
SWA
198
Sax Wealth Advisors
New Jersey
$2.36M -$185K -853 -7%
AWM
199
Aries Wealth Management
Maine
$2.36M +$2.36M +10,833 New
CHC
200
City Holding Co
West Virginia
$2.35M +$210K +968 +10%
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