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iShares Russell 3000 ETF
IWV

Overview Fund Activity

692 hedge funds and large institutions have $6.44B 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, 189 reducing their positions, and 35 closing their positions.

Holders
692
Holders Change
+49
Holders Change %
+7.62%
% of All Funds
11.17%
Holding in Top 10
59
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18%
% of All Funds
0.95%
New
100
Increased
201
Reduced
189
Closed
35
Calls
$11.7M
Puts
$2.43M
Net Calls
+$9.25M
Net Calls Change
+$2.18M

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$512M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$68.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$205M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$48.1M
5
Ameriprise
5
Ameriprise
Minnesota
$217M

Top Sellers

1
CWA
1
CM Wealth Advisors
Ohio
$305K
2
KCM
2
Karp Capital Management
California
$0
3
BF
3
Brooklyn FI
New York
$13.9M
4
BlackRock
4
BlackRock
New York
$132M
5
State Street
5
State Street
Massachusetts
$3.55M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$512M 2,320,026 +1,214,567 +110%
SCM
2
SCS Capital Management
Massachusetts
$490M 2,220,218 -42,788 -2%
Bank of America
3
Bank of America
North Carolina
$251M 1,135,615 +114,685 +11%
Northern Trust
4
Northern Trust
Illinois
$247M 1,121,033 +15,204 +1%
Ameriprise
5
Ameriprise
Minnesota
$217M 984,196 +211,923 +27%
Morgan Stanley
6
Morgan Stanley
New York
$205M 927,625 +226,851 +32%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$173M 781,866 +98,170 +14%
Goldman Sachs
8
Goldman Sachs
New York
$144M 650,762 -13,168 -2%
BlackRock
9
BlackRock
New York
$132M 599,580 -80,699 -12%
P
10
Pitcairn
Pennsylvania
$129M 585,535 -36,939 -6%
UBS Group
11
UBS Group
Switzerland
$127M 574,142 +4,901 +0.9%
LPL Financial
12
LPL Financial
California
$100M 452,991 +18,982 +4%
EK
13
Evensky & Katz
Florida
$97.2M 440,229 +3,185 +0.7%
FWM
14
FFT Wealth Management
Pennsylvania
$90.2M 408,848 +1,946 +0.5%
KeyBank National Association
15
KeyBank National Association
Ohio
$81M 366,835 +84,947 +30%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$70.6M 320,081 +15,042 +5%
VNIM
17
Vaughan Nelson Investment Management
Texas
$68.7M 311,425 +311,020 +76,795%
LP
18
LGL Partners
Pennsylvania
$66.2M 300,121 +1,429 +0.5%
ST
19
Sentinel Trust
Texas
$61M 276,389 +5,223 +2%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$60.5M 274,229 +10,933 +4%
Wells Fargo
21
Wells Fargo
California
$59.6M 270,085 +66,114 +32%
CAM
22
Cresset Asset Management
Illinois
$56.2M 254,855 +219 +0.1%
GU
23
Georgetown University
District of Columbia
$52.9M 239,940 +1,155 +0.5%
PP
24
Pegasus Partners
Wisconsin
$52.7M 238,726 +31,959 +15%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$51.2M 232,194 +15,899 +7%
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