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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
$398M
2
Ameriprise
Ameriprise
Minnesota
$159M
3
KeyBank National Association
KeyBank National Association
Ohio
$58.4M
4
KCM
Karp Capital Management
California
$27.9M
5
SEM
Strategic Equity Management
Arizona
$26.8M

Top Sellers

1
MPCL
My Personal CFO LLC
Washington
$221K
2
Morgan Stanley
Morgan Stanley
New York
$145M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$8.94M
4
VNIM
Vaughan Nelson Investment Management
Texas
$84K
5
FIB
First Interstate Bank
Montana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ZF
201
Zhang Financial
Michigan
$2.18M +$91.3K +441 +4%
EW
202
Evoke Wealth
California
$2.17M +$38.3K +185 +2%
FLPIM
203
F.L. Putnam Investment Management
Massachusetts
$2.12M -$109K -526 -5%
CWM
204
Cedar Wealth Management
California
$2.1M +$54.9K +265 +3%
LC
205
LCNB Corp
Ohio
$2.08M -$71.4K -345 -3%
MWM
206
Mission Wealth Management
California
$2.07M +$828 +4 +0%
IWC
207
Integrated Wealth Concepts
Massachusetts
$2.06M +$482K +2,329 +31%
SWP
208
Stratos Wealth Partners
Ohio
$2.06M +$1.54M +7,435 +299%
SWA
209
Sax Wealth Advisors
New Jersey
$2.05M -$200K -966 -9%
Federated Hermes
210
Federated Hermes
Pennsylvania
$2.03M +$208K +1,006 +11%
RTS
211
Round Table Services
New Jersey
$2.02M +$201K +973 +11%
GW
212
GW & Wade
Massachusetts
$2.01M +$24.6K +119 +1%
JSMC
213
Jess S. Morgan & Co
California
$2M -$20.9K -101 -1%
IAN
214
Integrated Advisors Network
Texas
$1.99M – – –
BFM
215
Boston Financial Management
Massachusetts
$1.96M – – –
IFWM
216
Institute for Wealth Management
Colorado
$1.94M – – –
FH
217
FWG Holdings
Florida
$1.87M +$158K +765 +9%
FNBOO
218
First National Bank of Omaha
Nebraska
$1.85M – – –
SC
219
Savant Capital
Illinois
$1.78M – – –
5L
220
55I LLC
Massachusetts
$1.77M -$475K -2,295 -21%
SA
221
SL Advisors
New Jersey
$1.77M – – –
CFA
222
Cahill Financial Advisors
Minnesota
$1.73M -$35K -169 -2%
AFAS
223
Acorn Financial Advisory Services
Virginia
$1.7M +$49.3K +238 +3%
WPC
224
Wedmont Private Capital
Pennsylvania
$1.7M – – –
CA
225
Cetera Advisors
Colorado
$1.64M -$23.6K -114 -1%
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