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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 %
AWM
201
Aries Wealth Management
Maine
$2.57M – – –
MWM
202
Moran Wealth Management
Florida
$2.56M -$5.53M -23,477 -68%
PWM
203
PRW Wealth Management
Massachusetts
$2.54M +$2.54M +10,675 New
TWM
204
Tolleson Wealth Management
Texas
$2.53M -$39.5K -168 -2%
CA
205
Cetera Advisors
Colorado
$2.51M +$667K +2,832 +36%
Natixis Advisors
206
Natixis Advisors
Massachusetts
$2.5M -$33.2K -141 -1%
MFA
207
McClarren Financial Advisors
Pennsylvania
$2.49M +$8.94K +38 +0.4%
EW
208
Evoke Wealth
California
$2.47M – – –
SPP
209
Single Point Partners
Massachusetts
$2.46M -$88.7K -377 -3%
ZF
210
Zhang Financial
Michigan
$2.44M +$471 +2 +0%
LC
211
Lindbrook Capital
California
$2.44M +$139K +590 +6%
SWA
212
Sax Wealth Advisors
New Jersey
$2.44M +$82.4K +350 +3%
CHC
213
City Holding Co
West Virginia
$2.43M -$135K -572 -5%
FAM
214
Family Asset Management
South Carolina
$2.41M -$260K -1,106 -10%
FHC
215
First Heartland Consultants
Missouri
$2.38M -$34.6K -147 -1%
FNT
216
First National Trust
Pennsylvania
$2.37M +$1.69M +7,200 +249%
BFPW
217
BOK Financial Private Wealth
Colorado
$2.37M – – –
SWP
218
Stratos Wealth Partners
Ohio
$2.35M -$60.3K -256 -2%
GW
219
GW & Wade
Massachusetts
$2.29M – – –
IAN
220
Integrated Advisors Network
Texas
$2.27M – – –
AA
221
Alesco Advisors
New York
$2.23M +$1.08M +4,575 +93%
BFM
222
Boston Financial Management
Massachusetts
$2.22M – – –
MPCG
223
Matrix Private Capital Group
New York
$2.21M +$1.25M +5,327 +132%
IFWM
224
Institute for Wealth Management
Colorado
$2.2M – – –
Prudential Financial
225
Prudential Financial
New Jersey
$2.17M -$1.62M -6,890 -43%
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