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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.

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

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$165M
2
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$45.4M
3
BlackRock
BlackRock
New York
$127M
4
Morgan Stanley
Morgan Stanley
New York
$266M
5
WC
Wealth CMT
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
251
NewEdge Advisors
Louisiana
$1.82M +$1.44M +5,669 +384%
ASN
252
Advisory Services Network
Georgia
$1.82M +$279K +1,096 +18%
ZIM
253
Zacks Investment Management
Illinois
$1.8M +$551K +2,164 +44%
HFS
254
Heritage Financial Services
Massachusetts
$1.78M -$15.5K -61 -0.9%
OFG
255
Oxford Financial Group
Indiana
$1.77M – – –
IAS
256
IMA Advisory Services
Colorado
$1.73M -$6.87K -27 -0.4%
WCA
257
Waypoint Capital Advisors
Minnesota
$1.71M -$261K -1,025 -13%
IBOK
258
Independence Bank of Kentucky
Kentucky
$1.69M -$17.3K -68 -1%
LNB
259
Ledyard National Bank
$1.68M – – –
JSW
260
Journey Strategic Wealth
New Jersey
$1.67M +$932K +3,663 +126%
CRWM
261
Castle Rock Wealth Management
California
$1.67M +$21.9K +86 +1%
H
262
HoyleCohen
California
$1.64M – – –
AC
263
Apella Capital
Connecticut
$1.63M +$1.63M +6,409 New
RSC
264
Red Spruce Capital
Pennsylvania
$1.63M +$1.78K +7 +0.1%
EH
265
Equitable Holdings
New York
$1.63M -$7.38K -29 -0.5%
FTUS
266
Flow Traders U.S.
New York
$1.62M -$225K -886 -12%
X
267
Xponance
Pennsylvania
$1.62M -$674K -2,650 -29%
HF
268
HRT Financial
New York
$1.59M -$108K -425 -6%
AI
269
Atria Investments
North Carolina
$1.58M +$1.58M +6,198 New
CCM
270
Cohen Capital Management
California
$1.55M – – –
CTC
271
Central Trust Company
Missouri
$1.54M -$3.82K -15 -0.2%
CCA
272
Column Capital Advisors
Indiana
$1.54M -$123K -484 -7%
CWM
273
Cahaba Wealth Management
Georgia
$1.53M +$3.82K +15 +0.3%
MFT
274
Moisand Fitzgerald Tamayo
Florida
$1.51M – – –
LIG
275
Lokken Investment Group
Delaware
$1.51M +$47.3K +186 +3%
9 10
11
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