iShares Russell 3000 ETF
646 hedge funds and large institutions have $5.25B invested in iShares Russell 3000 ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 178 increasing their positions, 190 reducing their positions, and 33 closing their positions.
222% more call options, than puts
Call options by funds: $10.3M | Put options by funds: $3.19M
36% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 33
1% more funds holding
Funds holding: 642 → 646 (+4)
0.01% more ownership
Funds ownership: 55.15% → 55.16% (+0.01%)
4% less capital invested
Capital invested by funds: $5.48B → $5.25B (-$235M)
6% less repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 190
7% less funds holding in top 10
Funds holding in top 10: 55 → 51 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$50.8M |
| 2 |
KeyBank National Association
Cleveland,
Ohio
|
+$47.6M |
| 3 |
KCM
Karp Capital Management
Sausalito,
California
|
+$31M |
| 4 |
SEM
Strategic Equity Management
Tucson,
Arizona
|
+$20.7M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$80.3M |
| 2 |
New York State Common Retirement Fund
Albany,
New York
|
-$43M |
| 3 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$27.7M |
| 4 |
FIB
First Interstate Bank
Billings,
Montana
|
-$18.4M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$16.4M |
IWV Hedge Fund Activity: Q3 2022 in Review
646 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q3 2022, worth a combined $5.25B — down 4.3% from $5.48B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new IWV positions and 33 closed out — a net gain of 12 holders — while 178 added to existing stakes and 190 trimmed.
The largest buyer was Ameriprise, adding an estimated $50.8M. The largest seller was Morgan Stanley, cutting an estimated $80.3M.
- 646 institutional investors held iShares Russell 3000 ETF (IWV) as of Q3 2022, up from 642 in Q2 2022.
- Funds reported $5.25B of iShares Russell 3000 ETF stock for Q3 2022, down 4.3% quarter-over-quarter.
- 45 funds opened new iShares Russell 3000 ETF positions in Q3 2022 and 33 closed out, a net change of +12 holders.
- The largest iShares Russell 3000 ETF buyer in Q3 2022 was Ameriprise, an estimated $50.8M added.
- The largest iShares Russell 3000 ETF seller in Q3 2022 was Morgan Stanley, an estimated $80.3M sold.
Based on aggregated 13F filings for Q3 2022.