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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.

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
1
CM Wealth Advisors
Ohio
$398M
2
Ameriprise
2
Ameriprise
Minnesota
$159M
3
KeyBank National Association
3
KeyBank National Association
Ohio
$58.4M
4
KCM
4
Karp Capital Management
California
$27.9M
5
SEM
5
Strategic Equity Management
Arizona
$26.8M

Top Sellers

1
MPCL
1
My Personal CFO LLC
Washington
$221K
2
Morgan Stanley
2
Morgan Stanley
New York
$145M
3
New York State Common Retirement Fund
3
New York State Common Retirement Fund
New York
$8.94M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$84K
5
FIB
5
First Interstate Bank
Montana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$469M 2,263,006 -20,024 -0.9%
CWA
2
CM Wealth Advisors
Ohio
$398M 397,517 +395,637 +21,045%
Northern Trust
3
Northern Trust
Illinois
$229M 1,105,829 -40,598 -4%
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$229M 1,105,459 -71,506 -6%
Bank of America
5
Bank of America
North Carolina
$211M 1,020,930 +57,352 +6%
Ameriprise
6
Ameriprise
Minnesota
$159M 772,273 +220,822 +40%
Morgan Stanley
7
Morgan Stanley
New York
$145M 700,774 -349,226 -33%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$142M 683,696 -9,709 -1%
BlackRock
9
BlackRock
New York
$141M 680,279 +51,052 +8%
Goldman Sachs
10
Goldman Sachs
New York
$137M 663,930 +8,006 +1%
P
11
Pitcairn
Pennsylvania
$129M 622,474 -6,758 -1%
UBS Group
12
UBS Group
Switzerland
$118M 569,241 +18,692 +3%
EK
13
Evensky & Katz
Florida
$90.5M 437,044 -695 -0.2%
LPL Financial
14
LPL Financial
California
$89.9M 434,009 +767 +0.2%
FWM
15
FFT Wealth Management
Pennsylvania
$84.2M 406,902 +1,852 +0.5%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$63.2M 305,039 +10,389 +4%
LP
17
LGL Partners
Pennsylvania
$61.8M 298,692 +1,365 +0.5%
KeyBank National Association
18
KeyBank National Association
Ohio
$58.4M 281,888 +207,085 +277%
ST
19
Sentinel Trust
Texas
$56.1M 271,166 -28,956 -10%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$54.5M 263,296 +8,460 +3%
CAM
21
Cresset Asset Management
Illinois
$52.7M 254,636 -7,357 -3%
GU
22
Georgetown University
District of Columbia
$49.4M 238,785 +1,107 +0.5%
TFF
23
The Family Firm
Maryland
$45.4M 219,259 -5,439 -2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$44.8M 216,295 +71,005 +49%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$43.6M 210,526 +9,786 +5%
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