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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 %
FLPIM
201
F.L. Putnam Investment Management
Massachusetts
$2.34M -$164K -754 -7%
Natixis Advisors
202
Natixis Advisors
Massachusetts
$2.33M -$108K -498 -4%
LC
203
LCNB Corp
Ohio
$2.26M -$59.8K -275 -3%
EW
204
Evoke Wealth
California
$2.24M – – –
TRCT
205
Tower Research Capital (TRC)
New York
$2.23M +$2.23M +10,271 New
ZF
206
Zhang Financial
Michigan
$2.2M – – –
MWM
207
Mission Wealth Management
California
$2.17M +$435 +2 +0%
CWM
208
Cedar Wealth Management
California
$2.14M +$16.5K +76 +0.8%
JSMC
209
Jess S. Morgan & Co
California
$2.13M -$39.1K -180 -2%
IAN
210
Integrated Advisors Network
Texas
$2.09M – – –
GW
211
GW & Wade
Massachusetts
$2.09M – – –
BFM
212
Boston Financial Management
Massachusetts
$2.05M +$190K +875 +10%
IFWM
213
Institute for Wealth Management
Colorado
$2.04M – – –
PCMC
214
Private Capital Management (Colorado)
Colorado
$1.98M – – –
MFA
215
McClarren Financial Advisors
Pennsylvania
$1.97M -$369K -1,698 -16%
CWM
216
Cahaba Wealth Management
Georgia
$1.96M -$168K -773 -8%
FNBOO
217
First National Bank of Omaha
Nebraska
$1.94M -$274K -1,262 -12%
AI
218
Atria Investments
North Carolina
$1.94M +$1.07M +4,914 +123%
Federated Hermes
219
Federated Hermes
Pennsylvania
$1.92M +$1.6M +7,352 +501%
RTS
220
Round Table Services
New Jersey
$1.91M -$23.9K -110 -1%
CGL
221
Clarius Group LLC
Washington
$1.91M +$1.91M +8,790 New
SC
222
Savant Capital
Illinois
$1.87M +$445K +2,047 +31%
SA
223
SL Advisors
New Jersey
$1.86M +$5.44K +25 +0.3%
CFA
224
Cahill Financial Advisors
Minnesota
$1.86M +$3.04K +14 +0.2%
MWM
225
Modera Wealth Management
New Jersey
$1.8M -$74.6K -343 -4%
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