IWV icon

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 %
LFS
176
Lutz Financial Services
Nebraska
$3.59M – – –
FHB
177
First Hawaiian Bank
Hawaii
$3.54M -$108K -458 -3%
CWM
178
Cedar Wealth Management
California
$3.53M -$126K -535 -3%
CAM
179
Cozad Asset Management
Illinois
$3.43M -$102K -435 -3%
C
180
Certuity
Florida
$3.21M +$7.53K +32 +0.2%
BFC
181
Blue Fin Capital
Rhode Island
$3.21M +$8.58K +37 +0.3%
Rockefeller Capital Management
182
Rockefeller Capital Management
New York
$3.12M +$33K +140 +1%
CSWM
183
Cassady Schiller Wealth Management
Ohio
$3.12M – – –
GP
184
Greenline Partners
New York
$3.12M – – –
CCB
185
Country Club Bank
Missouri
$3.07M -$3.8M -16,395 -55%
V
186
Veritable
Delaware
$3.04M +$3.06K +13 +0.1%
BPA
187
Beacon Pointe Advisors
California
$3.03M -$555K -2,357 -15%
DBT
188
Dubuque Bank & Trust
Iowa
$2.92M – – –
SHGA
189
Sand Hill Global Advisors
California
$2.86M -$3.53K -15 -0.1%
JFGIW
190
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.82M +$2.63M +11,160 +1,369%
WCM
191
Wealthcare Capital Management
Virginia
$2.81M -$38.1K -162 -1%
WI
192
WBI Investments
New Jersey
$2.81M -$1.5M -6,384 -35%
SQA
193
Simon Quick Advisors
New Jersey
$2.79M -$17.2K -73 -0.6%
WSFS
194
Wilmington Savings Fund Society
Delaware
$2.77M – – –
EC
195
Estate Counselors
Wisconsin
$2.74M -$18.4M -78,015 -87%
IWA
196
Intercontinental Wealth Advisors
Texas
$2.71M +$2.71M +11,510 New
WT
197
Washington Trust
Rhode Island
$2.65M -$1.65K -7 -0.1%
JFG
198
JMG Financial Group
Illinois
$2.63M -$28.5K -121 -1%
CRC
199
Curi RMB Capital
Illinois
$2.61M -$836K -3,553 -24%
PCMC
200
Private Capital Management (Colorado)
Colorado
$2.61M +$5.65K +24 +0.2%
6 7
8
9 10