iShares Russell 3000 ETF
695 hedge funds and large institutions have $6.45B 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, 190 reducing their positions, and 35 closing their positions.
381% more call options, than puts
Call options by funds: $11.7M | Put options by funds: $2.43M
186% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 35
23% more capital invested
Capital invested by funds: $5.25B → $6.45B (+$1.2B)
18% more funds holding in top 10
Funds holding in top 10: 51 → 60 (+9)
8% more funds holding
Funds holding: 646 → 695 (+49)
4.68% more ownership
Funds ownership: 55.16% → 59.85% (+4.7%)
6% more repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 190
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$270M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$69.1M |
| 3 |
Morgan Stanley
New York
|
+$50.4M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$47.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$35.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$17.9M |
| 2 |
State Street
Boston,
Massachusetts
|
-$16.1M |
| 3 |
GAG
GM Advisory Group
Melville,
New York
|
-$14.9M |
| 4 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$9.51M |
| 5 |
BF
Brooklyn FI
New York
|
-$8.62M |
IWV Hedge Fund Activity: Q4 2022 in Review
695 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q4 2022, worth a combined $6.45B — up 23% from $5.25B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new IWV positions and 35 closed out — a net gain of 65 holders — while 201 added to existing stakes and 190 trimmed.
The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $270M. The largest seller was BlackRock, cutting an estimated $17.9M.
- 695 institutional investors held iShares Russell 3000 ETF (IWV) as of Q4 2022, up from 646 in Q3 2022.
- Funds reported $6.45B of iShares Russell 3000 ETF stock for Q4 2022, up 23% quarter-over-quarter.
- 100 funds opened new iShares Russell 3000 ETF positions in Q4 2022 and 35 closed out, a net change of +65 holders.
- The largest iShares Russell 3000 ETF buyer in Q4 2022 was JP Morgan Private Wealth Advisors, an estimated $270M added.
- The largest iShares Russell 3000 ETF seller in Q4 2022 was BlackRock, an estimated $17.9M sold.
Based on aggregated 13F filings for Q4 2022.