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iShares Russell 3000 ETF
IWV

Overview Fund Activity

753 hedge funds and large institutions have $7.5B invested in iShares Russell 3000 ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 208 increasing their positions, 226 reducing their positions, and 22 closing their positions.

Holders
753
Holders Change
+72
Holders Change %
+10.57%
% of All Funds
11.04%
Holding in Top 10
55
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.24%
% of All Funds
0.81%
New
105
Increased
208
Reduced
226
Closed
22
Calls
$16.4M
Puts
$3.18M
Net Calls
+$13.2M
Net Calls Change
+$2.07M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$691M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$259M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$79.5M
4
BlackRock
4
BlackRock
New York
$201M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$84.8M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$52.8M
2
SEM
2
Strategic Equity Management
Arizona
$4.01M
3
SF
3
Synovus Financial
Georgia
$1.82M
4
CA
4
Clearstead Advisors
Ohio
$24.5M
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$2.58M
Name Market Value Shares Shares
Change 		Shares
Change %
CHC
226
City Holding Co
West Virginia
$2.78M 10,155 -190 -2%
TWM
227
Tolleson Wealth Management
Texas
$2.78M 10,140 – –
SWP
228
Stratos Wealth Partners
Ohio
$2.74M 10,023 +1 +0%
Federated Hermes
229
Federated Hermes
Pennsylvania
$2.71M 9,911 +9,911 New
GW
230
GW & Wade
Massachusetts
$2.67M 9,738 +10 +0.1%
ODIJL
231
One Day In July LLC
Vermont
$2.64M 9,658 +1,764 +22%
IAN
232
Integrated Advisors Network
Texas
$2.64M 9,631 – –
C
233
Certuity
Florida
$2.63M 9,616 +70 +0.7%
AA
234
Alesco Advisors
New York
$2.61M 9,543 +36 +0.4%
FWIA
235
Fort Washington Investment Advisors
Ohio
$2.58M 9,425 -65,347 -87%
IFWM
236
Institute for Wealth Management
Colorado
$2.56M 9,363 – –
FAM
237
Family Asset Management
South Carolina
$2.55M 9,329 -274 -3%
LFP
238
Lakeshore Financial Planning
Michigan
$2.54M 9,280 -909 -9%
PCMC
239
Private Capital Management (Colorado)
Colorado
$2.54M 9,276 +53 +0.6%
GBWM
240
Granite Bay Wealth Management
New Hampshire
$2.51M 9,828 – –
IIM
241
Ironwood Investment Management
Massachusetts
$2.5M 9,126 +660 +8%
MPCG
242
Matrix Private Capital Group
New York
$2.5M 9,117 – –
QCM
243
QRG Capital Management
Illinois
$2.48M 9,048 +9,048 New
FNBOO
244
First National Bank of Omaha
Nebraska
$2.46M 8,990 – –
CRWM
245
Castle Rock Wealth Management
California
$2.45M 9,117 +2,390 +36%
BFPW
246
BOK Financial Private Wealth
Colorado
$2.4M 8,779 – –
SI
247
Saxon Interests
Texas
$2.33M 8,497 +8,497 New
9WM
248
9258 Wealth Management
Ohio
$2.29M 8,357 -346 -4%
WPC
249
Wedmont Private Capital
Pennsylvania
$2.28M 8,368 +24 +0.3%
AMBIA
250
Allen Mooney & Barnes Investment Advisors
Georgia
$2.28M 8,334 – –
8 9
10
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