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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 %
MLFP
176
MPS Loria Financial Planners
Illinois
$4.23M -$206K -932 -5%
MGIA
177
Moneta Group Investment Advisors
Missouri
$4.14M +$3.47M +14,732 +519%
WAG
178
Winthrop Advisory Group
Massachusetts
$4.11M +$64.7K +293 +2%
LWMG
179
Levy Wealth Management Group
Pennsylvania
$4.1M +$380K +1,721 +10%
FC
180
Financial Council
Maryland
$4.09M -$94K -426 -2%
CIP
181
Chartwell Investment Partners
Pennsylvania
$4.08M – – –
WI
182
WBI Investments
New Jersey
$4.04M -$464K -2,103 -10%
EWA
183
EP Wealth Advisors
California
$4.02M -$89.8K -407 -2%
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
$3.85M -$799K -3,622 -17%
GC
185
Gilbert & Cook
Iowa
$3.68M -$839K -3,801 -19%
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$3.58M +$3.42M +15,505 +2,142%
Prudential Financial
187
Prudential Financial
New Jersey
$3.56M +$113K +512 +3%
State Street
188
State Street
Massachusetts
$3.55M -$16M -72,296 -82%
SEI Investments
189
SEI Investments
Pennsylvania
$3.53M +$3.53M +15,975 New
WCG
190
Wall Capital Group
Arizona
$3.51M – – –
BCM
191
BTC Capital Management
Iowa
$3.44M +$3.44M +15,605 New
CWM
192
Cedar Wealth Management
California
$3.43M +$1.19M +5,393 +53%
FHB
193
First Hawaiian Bank
Hawaii
$3.42M -$2.87K -13 -0.1%
LFS
194
Lutz Financial Services
Nebraska
$3.37M – – –
BPA
195
Beacon Pointe Advisors
California
$3.36M +$204K +926 +6%
SBH
196
Segall Bryant & Hamill
Illinois
$3.33M +$2.57M +11,635 +336%
CAM
197
Cozad Asset Management
Illinois
$3.31M +$35.3K +160 +1%
EFG
198
Everhart Financial Group
Ohio
$3.26M +$3.26M +14,763 New
CRC
199
Curi RMB Capital
Illinois
$3.23M +$1.84M +8,344 +132%
ECG
200
Edge Capital Group
Georgia
$3.06M -$46.3K -210 -1%
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