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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 %
BFC
201
Blue Fin Capital
Rhode Island
$3.05M +$221 +1 +0%
C
202
Certuity
Florida
$3M -$98.6K -447 -3%
CSWM
203
Cassady Schiller Wealth Management
Ohio
$2.93M +$221 +1 +0%
GP
204
Greenline Partners
New York
$2.92M -$561K -2,541 -16%
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$2.9M -$441 -2 -0%
V
206
Veritable
Delaware
$2.84M +$7.28K +33 +0.3%
IA
207
IFP Advisors
Florida
$2.78M +$1.59M +9,769 +134%
DBT
208
Dubuque Bank & Trust
Iowa
$2.74M – – –
SHGA
209
Sand Hill Global Advisors
California
$2.69M -$137K -623 -5%
WCM
210
Wealthcare Capital Management
Virginia
$2.67M – – –
SQA
211
Simon Quick Advisors
New Jersey
$2.63M +$28.7K +130 +1%
WSFS
212
Wilmington Savings Fund Society
Delaware
$2.6M – – –
CCMG
213
Clark Capital Management Group
Pennsylvania
$2.53M -$1.84M -8,356 -42%
FAM
214
Family Asset Management
South Carolina
$2.51M +$2.51M +11,362 New
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$2.5M +$1.81M +18,625 +262%
JFG
216
JMG Financial Group
Illinois
$2.5M -$287K -1,300 -10%
HPA
217
High Probability Advisors
New York
$2.49M +$1.08M +4,909 +77%
WT
218
Washington Trust
Rhode Island
$2.48M +$77.2K +350 +3%
PCMC
219
Private Capital Management (Colorado)
Colorado
$2.44M -$573K -2,598 -19%
AWM
220
Aries Wealth Management
Maine
$2.41M +$22.1K +100 +0.9%
TWM
221
Tolleson Wealth Management
Texas
$2.41M -$63.5K -288 -3%
CHC
222
City Holding Co
West Virginia
$2.4M +$11.5K +52 +0.5%
SPP
223
Single Point Partners
Massachusetts
$2.39M +$1.56M +7,054 +187%
Natixis Advisors
224
Natixis Advisors
Massachusetts
$2.38M +$47.2K +214 +2%
MFA
225
McClarren Financial Advisors
Pennsylvania
$2.33M -$49.2K -223 -2%
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