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iShares Russell 3000 ETF
IWV

Overview Fund Activity

676 hedge funds and large institutions have $6.45B invested in iShares Russell 3000 ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 176 increasing their positions, 214 reducing their positions, and 33 closing their positions.

Holders
676
Holders Change
+14
Holders Change %
+2.11%
% of All Funds
10.66%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
0.8%
New
54
Increased
176
Reduced
214
Closed
33
Calls
$12.6M
Puts
$1.25M
Net Calls
+$11.4M
Net Calls Change
+$4.95M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$195M
2
GWM
2
Geneos Wealth Management
Colorado
$35.7M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$43.2M
4
CM
4
Churchill Management
California
$17.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$53.8M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$165M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$45.4M
3
BlackRock
3
BlackRock
New York
$127M
4
Morgan Stanley
4
Morgan Stanley
New York
$266M
5
WC
5
Wealth CMT
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
226
Victory Capital Management
Texas
$2.32M -$5.94M -23,346 -72%
MPCG
227
Matrix Private Capital Group
New York
$2.32M -$63.6K -250 -3%
FNBOO
228
First National Bank of Omaha
Nebraska
$2.29M +$34.9K +137 +2%
SAM
229
Silvercrest Asset Management
New York
$2.25M -$2.42M -9,513 -52%
BFPW
230
BOK Financial Private Wealth
Colorado
$2.23M -$333K -1,307 -13%
JFGIW
231
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.23M -$819K -3,220 -27%
TA
232
Trellis Advisors
Washington
$2.22M -$93.6K -368 -4%
SI
233
Saxon Interests
Texas
$2.2M +$2.2M +8,632 New
WPC
234
Wedmont Private Capital
Pennsylvania
$2.15M +$4.14K +16 +0.2%
FLPIM
235
F.L. Putnam Investment Management
Massachusetts
$2.14M -$109K -427 -5%
9WM
236
9258 Wealth Management
Ohio
$2.13M +$996K +3,912 +87%
AMBIA
237
Allen Mooney & Barnes Investment Advisors
Georgia
$2.12M +$2.12M +8,334 New
CFA
238
Cahill Financial Advisors
Minnesota
$2.12M +$5.34K +21 +0.3%
AFAS
239
Acorn Financial Advisory Services
Virginia
$2.09M – – –
IIM
240
Ironwood Investment Management
Massachusetts
$2.09M +$32.8K +129 +2%
PFP
241
Pinnacle Financial Partners
Tennessee
$2.07M – – –
DF
242
Dunhill Financial
United Kingdom
$2.04M +$2.04M +8,115 New
Renaissance Technologies
243
Renaissance Technologies
New York
$2.01M +$2.01M +7,900 New
MWM
244
Modera Wealth Management
New Jersey
$2.01M +$196K +770 +11%
TA
245
Tactive Advisors
Florida
$1.97M +$1.97M +7,751 New
MFP
246
Meridian Financial Partners
Virginia
$1.95M +$1.95M +7,473 New
PA
247
Planning Alternatives
Michigan
$1.93M – – –
FH
248
FWG Holdings
Florida
$1.86M +$69.5K +268 +4%
RB
249
Renasant Bank
Mississippi
$1.86M – – –
BFM
250
Boston Financial Management
Massachusetts
$1.84M -$568K -2,232 -24%
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10
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