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iShares Russell 3000 ETF
IWV

Overview Fund Activity

681 hedge funds and large institutions have $6.2B invested in iShares Russell 3000 ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 225 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+5
Holders Change %
+0.74%
% of All Funds
10.86%
Holding in Top 10
49
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.92%
% of All Funds
0.78%
New
48
Increased
137
Reduced
225
Closed
34
Calls
$14.7M
Puts
$3.58M
Net Calls
+$11.1M
Net Calls Change
-$273K

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$88.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$300M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$51.8M
4
CA
4
Clearstead Advisors
Ohio
$44.1M
5
Comerica Bank
5
Comerica Bank
Texas
$20.2M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$3.75M
2
Ameriprise
2
Ameriprise
Minnesota
$124M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$114M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$15.1M
5
ACA
5
Affinity Capital Advisors
California
$2.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
251
Boston Financial Management
Massachusetts
$1.77M – – –
FH
252
FWG Holdings
Florida
$1.76M +$26.5K +110 +2%
HFS
253
Heritage Financial Services
Massachusetts
$1.71M – – –
OFG
254
Oxford Financial Group
Indiana
$1.71M +$8.58K +35 +0.5%
IAS
255
IMA Advisory Services
Colorado
$1.67M – – –
EH
256
Equitable Holdings
New York
$1.66M +$93.4K +381 +6%
CRWM
257
Castle Rock Wealth Management
California
$1.65M +$38.5K +157 +2%
WCA
258
Waypoint Capital Advisors
Minnesota
$1.64M – – –
IBOK
259
Independence Bank of Kentucky
Kentucky
$1.62M -$4.9K -20 -0.3%
H
260
HoyleCohen
California
$1.62M +$42.9K +175 +3%
LIG
261
Lokken Investment Group
Delaware
$1.59M +$143K +585 +10%
HPA
262
High Probability Advisors
New York
$1.59M +$166K +678 +12%
LNB
263
Ledyard National Bank
$1.58M -$34.1K -139 -2%
AC
264
Apella Capital
Connecticut
$1.57M – – –
RSC
265
Red Spruce Capital
Pennsylvania
$1.56M -$2.94K -12 -0.2%
HF
266
HRT Financial
New York
$1.54M +$6.37K +26 +0.4%
BFG
267
Beacon Financial Group
Texas
$1.52M +$25.8K +100 +2%
CCM
268
Cohen Capital Management
California
$1.49M – – –
CCA
269
Column Capital Advisors
Indiana
$1.49M – – –
MFT
270
Moisand Fitzgerald Tamayo
Florida
$1.45M -$8.82K -36 -0.6%
WA
271
Wealth Architects
California
$1.44M – – –
MCM
272
Manchester Capital Management
Vermont
$1.44M +$245K +1,000 +21%
Citadel Advisors
273
Citadel Advisors
Florida
$1.43M +$311K +1,271 +28%
CWM
274
Cahaba Wealth Management
Georgia
$1.43M -$43.4K -177 -3%
CTC
275
Central Trust Company
Missouri
$1.42M -$62.7K -256 -4%
9 10
11
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