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iShares Russell 3000 ETF
IWV

Overview Fund Activity

662 hedge funds and large institutions have $6.02B invested in iShares Russell 3000 ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 152 increasing their positions, 223 reducing their positions, and 63 closing their positions.

Holders
662
Holders Change
-30
Holders Change %
-4.34%
% of All Funds
10.6%
Holding in Top 10
49
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-16.95%
% of All Funds
0.78%
New
48
Increased
152
Reduced
223
Closed
63
Calls
$8.36M
Puts
$1.91M
Net Calls
+$6.45M
Net Calls Change
-$2.8M

Top Buyers

1
New York State Common Retirement Fund
1
New York State Common Retirement Fund
New York
$100M
2
Morgan Stanley
2
Morgan Stanley
New York
$266M
3
SC
3
Savant Capital
Illinois
$15.8M
4
RhumbLine Advisers
4
RhumbLine Advisers
Massachusetts
$9.27M
5
PI
5
Parkside Investments
Illinois
$8.39M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$254M
2
Ameriprise
2
Ameriprise
Minnesota
$129M
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$80K
4
Bank of America
4
Bank of America
North Carolina
$224M
5
CAM
5
Cresset Asset Management
Illinois
$18.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$522M 2,218,090 -2,128 -0.1%
Morgan Stanley
2
Morgan Stanley
New York
$266M 1,131,333 +203,708 +22%
Northern Trust
3
Northern Trust
Illinois
$255M 1,081,704 -39,329 -4%
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$254M 1,077,427 -1,242,599 -54%
Bank of America
5
Bank of America
North Carolina
$224M 951,064 -184,551 -16%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$177M 753,335 -28,531 -4%
Goldman Sachs
7
Goldman Sachs
New York
$161M 683,121 +32,359 +5%
BlackRock
8
BlackRock
New York
$139M 590,430 -9,150 -2%
P
9
Pitcairn
Pennsylvania
$135M 574,730 -10,805 -2%
Ameriprise
10
Ameriprise
Minnesota
$129M 546,907 -437,289 -44%
UBS Group
11
UBS Group
Switzerland
$119M 507,162 -66,980 -12%
EK
12
Evensky & Katz
Florida
$103M 438,219 -2,010 -0.5%
LPL Financial
13
LPL Financial
California
$101M 429,261 -23,730 -5%
FWM
14
FFT Wealth Management
Pennsylvania
$101M 427,097 +18,249 +4%
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$100M 426,789 +326,864 +327%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$72.3M 307,252 -12,829 -4%
KeyBank National Association
17
KeyBank National Association
Ohio
$71M 301,758 -65,077 -18%
LP
18
LGL Partners
Pennsylvania
$70.9M 301,214 +1,093 +0.4%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$65.5M 278,278 +4,049 +1%
ST
20
Sentinel Trust
Texas
$62.7M 266,459 -9,930 -4%
TF
21
TLWM Financial
Texas
$57.1M 242,529 +21,205 +10%
CG
22
Colony Group
Massachusetts
$56.1M 238,268 +28,524 +14%
PP
23
Pegasus Partners
Wisconsin
$54.3M 230,549 -8,177 -3%
TFF
24
The Family Firm
Maryland
$53M 225,101 +6,931 +3%
GU
25
Georgetown University
District of Columbia
$51.3M 217,904 -22,036 -9%
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