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iShares Russell 3000 ETF
IWV

Overview Fund Activity

643 hedge funds and large institutions have $5.62B invested in iShares Russell 3000 ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 188 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
11.12%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.86%
New
45
Increased
177
Reduced
188
Closed
33
Calls
$10.3M
Puts
$3.19M
Net Calls
+$7.06M
Net Calls Change
+$3.79M

Top Buyers

1
CWA
CM Wealth Advisors
Ohio
+$396M
2
Ameriprise
Ameriprise
Minnesota
+$45.4M
3
KeyBank National Association
KeyBank National Association
Ohio
+$42.9M
4
KCM
Karp Capital Management
California
+$27.9M
5
SEM
Strategic Equity Management
Arizona
+$18.7M

Top Sellers

1
MPCL
My Personal CFO LLC
Washington
-$255M
2
Morgan Stanley
Morgan Stanley
New York
-$72.3M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$38.7M
4
VNIM
Vaughan Nelson Investment Management
Texas
-$25M
5
FIB
First Interstate Bank
Montana
-$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
176
Beacon Pointe Advisors
California
$2.96M +$12.8K +62 +0.4%
ECG
177
Edge Capital Group
Georgia
$2.92M -$56.7K -274 -2%
C
178
Certuity
Florida
$2.91M +$9.11K +44 +0.3%
BFC
179
Blue Fin Capital
Rhode Island
$2.86M -$27.7K -134 -1%
PCMC
180
Private Capital Management (Colorado)
Colorado
$2.82M +$1.26M +6,106 +81%
SA
181
Shilanski & Associates
Alaska
$2.82M +$2.82M +13,640 New
CSWM
182
Cassady Schiller Wealth Management
Ohio
$2.75M +$26.7K +129 +1%
NPF
183
Norris Perne & French
Michigan
$2.73M +$294K +1,420 +12%
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$2.72M +$213K +1,028 +8%
SLT
185
St Louis Trust
Missouri
$2.67M -$2.59M -11,577 -49%
V
186
Veritable
Delaware
$2.66M – – –
SHGA
187
Sand Hill Global Advisors
California
$2.65M -$4.76K -23 -0.2%
JFG
188
JMG Financial Group
Illinois
$2.61M – – –
DBT
189
Dubuque Bank & Trust
Iowa
$2.57M -$822K -3,968 -24%
WCM
190
Wealthcare Capital Management
Virginia
$2.51M – – –
SQA
191
Simon Quick Advisors
New Jersey
$2.44M +$8.08K +39 +0.3%
WSFS
192
Wilmington Savings Fund Society
Delaware
$2.44M – – –
AWM
193
Aries Wealth Management
Maine
$2.43M – – –
TWM
194
Tolleson Wealth Management
Texas
$2.32M – – –
TA
195
Trellis Advisors
Washington
$2.29M -$58.4K -282 -2%
WT
196
Washington Trust
Rhode Island
$2.26M -$19.9K -96 -0.9%
CHC
197
City Holding Co
West Virginia
$2.24M +$4.76K +23 +0.2%
SIM
198
Strategic Investment Management
Virginia
$2.24M -$3.96M -18,050 -64%
MFA
199
McClarren Financial Advisors
Pennsylvania
$2.23M +$354K +1,709 +19%
Natixis Advisors
200
Natixis Advisors
Massachusetts
$2.19M -$30K -145 -1%
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