iShares Russell 3000 ETF
664 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, 153 increasing their positions, 223 reducing their positions, and 63 closing their positions.
338% more call options, than puts
Call options by funds: $8.36M | Put options by funds: $1.91M
3.3% less ownership
Funds ownership: 59.79% → 56.48% (-3.3%)
4% less funds holding
Funds holding: 694 → 664 (-30)
7% less capital invested
Capital invested by funds: $6.44B → $6.02B (-$422M)
17% less funds holding in top 10
Funds holding in top 10: 59 → 49 (-10)
24% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 63
31% less repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 223
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
New York State Common Retirement Fund
Albany,
New York
|
+$75.4M |
| 2 |
Morgan Stanley
New York
|
+$47M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$13.6M |
| 4 |
RhumbLine Advisers
Boston,
Massachusetts
|
+$9.09M |
| 5 |
PI
Parkside Investments
Deerfield,
Illinois
|
+$7.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$287M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$101M |
| 3 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$71.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$42.6M |
| 5 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$41.1M |
IWV Hedge Fund Activity: Q1 2023 in Review
664 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q1 2023, worth a combined $6.02B — down 6.5% from $6.44B a quarter earlier.
Sellers outnumbered buyers: 63 funds closed out of IWV and 48 opened new positions — a net loss of 15 holders — while 223 trimmed existing stakes and 153 added.
The largest buyer was New York State Common Retirement Fund, adding an estimated $75.4M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $287M.
- 664 institutional investors held iShares Russell 3000 ETF (IWV) as of Q1 2023, down from 694 in Q4 2022.
- Funds reported $6.02B of iShares Russell 3000 ETF stock for Q1 2023, down 6.5% quarter-over-quarter.
- 48 funds opened new iShares Russell 3000 ETF positions in Q1 2023 and 63 closed out, a net change of -15 holders.
- The largest iShares Russell 3000 ETF buyer in Q1 2023 was New York State Common Retirement Fund, an estimated $75.4M added.
- The largest iShares Russell 3000 ETF seller in Q1 2023 was JP Morgan Private Wealth Advisors, an estimated $287M sold.
Based on aggregated 13F filings for Q1 2023.