iShares Russell 3000 ETF
IWV
643 hedge funds and large institutions have $5.48B invested in iShares Russell 3000 ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 181 increasing their positions, 200 reducing their positions, and 67 closing their positions.
118% more call options, than puts
Call options by funds: $6.07M | Put options by funds: $2.79M
0.04% more ownership
Funds ownership: 55.12% → 55.16% (+0.04%)
4% less capital inflows, than outflows
Capital inflows: $398M | Capital outflows: $417M
10% less repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 200
2% less funds holding in top 10
Funds holding in top 10: 56 → 55 (-1)
3% less funds holding
Funds holding: 660 → 643 (-17)
19% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$38.6M |
| 2 |
Vaughan Nelson Investment Management
Houston,
Texas
|
+$28.5M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$23.7M |
| 4 |
First Interstate Bank
Billings,
Montana
|
+$20M |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
+$15.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Family Insurance Mutual Holding
Madison,
Wisconsin
|
-$155M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$50.9M |
| 3 |
TLWM Financial
San Antonio,
Texas
|
-$14.2M |
| 4 |
BlackRock
New York
|
-$13.1M |
| 5 |
WBI Investments
Red Bank,
New Jersey
|
-$12.8M |
IWV Hedge Fund Activity: Q2 2022 in Review
643 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q2 2022, worth a combined $5.48B — down 17% from $6.62B a quarter earlier.
Sellers outnumbered buyers: 67 funds closed out of IWV and 54 opened new positions — a net loss of 13 holders — while 200 trimmed existing stakes and 181 added.
The largest buyer was Morgan Stanley, adding an estimated $38.6M. The largest seller was American Family Insurance Mutual Holding, exiting entirely with an estimated $155M sold.
- 643 institutional investors held iShares Russell 3000 ETF (IWV) as of Q2 2022, down from 660 in Q1 2022.
- Funds reported $5.48B of iShares Russell 3000 ETF stock for Q2 2022, down 17% quarter-over-quarter.
- 54 funds opened new iShares Russell 3000 ETF positions in Q2 2022 and 67 closed out, a net change of -13 holders.
- The largest iShares Russell 3000 ETF buyer in Q2 2022 was Morgan Stanley, an estimated $38.6M added.
- The largest iShares Russell 3000 ETF seller in Q2 2022 was American Family Insurance Mutual Holding, an estimated $155M sold.
Based on aggregated 13F filings for Q2 2022.