We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF
IWV

755 hedge funds and large institutions have $7.51B invested in iShares Russell 3000 ETF in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 208 increasing their positions, 227 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

416% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $3.17M

382% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 22

21% more capital invested

Capital invested by funds: $6.21B → $7.51B (+$1.3B)

12% more funds holding in top 10

Funds holding in top 10: 49 → 55 (+6)

11% more funds holding

Funds holding: 682 → 755 (+73)

3.33% more ownership

Funds ownership: 56.69% → 60.02% (+3.3%)

8% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 227

Holders
755
Holders Change
+73
Holders Change %
+10.7%
% of All Funds
11.01%
Holding in Top 10
55
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.24%
% of All Funds
0.8%
New
106
Increased
208
Reduced
227
Closed
22
Calls
$16.4M
Puts
$3.17M
Net Calls
+$13.2M
Net Calls Change
+$2.07M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$332M
2
JP Morgan Chase
JP Morgan Chase
New York
+$175M
3
BlackRock
BlackRock
New York
+$45.1M
4
HighTower Advisors
HighTower Advisors
Illinois
+$25.1M
5
CA
CSM Advisors
Pennsylvania
+$23.8M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$87.2M
2
SEM
Strategic Equity Management
Arizona
-$34.6M
3
SF
Synovus Financial
Georgia
-$25.2M
4
CA
Clearstead Advisors
Ohio
-$23M
5
FWIA
Fort Washington Investment Advisors
Ohio
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
251
Cahill Financial Advisors
Minnesota
$2.28M +$1.27K +5 +0.1%
Belvedere Trading
252
Belvedere Trading
Illinois
$2.25M +$923K +3,621 +78%
FWM
253
Fonville Wealth Management
Virginia
$2.23M +$2.08M +8,151 New
PFPT
254
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.23M – – –
FLPIM
255
F.L. Putnam Investment Management
Massachusetts
$2.22M -$36.7K -144 -2%
FH
256
FWG Holdings
Florida
$2.22M +$212K +830 +11%
FGAM
257
Financial Gravity Asset Management
Texas
$2.16M +$258K +1,010 +5%
FMI
258
Fiduciary Management Inc
Wisconsin
$2.15M +$2M +7,860 New
AWS
259
Atria Wealth Solutions
New York
$2.15M +$645K +2,531 +48%
AFAS
260
Acorn Financial Advisory Services
Virginia
$2.13M -$72.4K -284 -3%
PA
261
Planning Alternatives
Michigan
$2.07M – – –
BC
262
Bakala Capital
South Carolina
$2.02M +$1.88M +7,369 New
RB
263
Renasant Bank
Mississippi
$2.01M – – –
HFS
264
Heritage Financial Services
Massachusetts
$1.91M -$4.33K -17 -0.2%
OFG
265
Oxford Financial Group
Indiana
$1.91M – – –
BFM
266
Boston Financial Management
Massachusetts
$1.9M -$70.1K -275 -4%
LIG
267
Lokken Investment Group
Delaware
$1.9M +$107K +420 +6%
Susquehanna International Group
268
Susquehanna International Group
Pennsylvania
$1.88M +$974K +3,821 +125%
MWM
269
Modera Wealth Management
New Jersey
$1.86M -$112K -439 -6%
WCA
270
Waypoint Capital Advisors
Minnesota
$1.83M – – –
SF
271
Synovus Financial
Georgia
$1.82M -$25.2M -98,924 -94%
DF
272
Dunhill Financial
United Kingdom
$1.82M -$369K -1,448 -18%
IBOK
273
Independence Bank of Kentucky
Kentucky
$1.81M – – –
Renaissance Technologies
274
Renaissance Technologies
New York
$1.81M +$229K +900 +16%
H
275
HoyleCohen
California
$1.81M – – –
9 10
11
12 13

IWV Hedge Fund Activity: Q4 2023 in Review

755 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q4 2023, worth a combined $7.51B — up 21% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new IWV positions and 22 closed out — a net gain of 84 holders — while 208 added to existing stakes and 227 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $332M. The largest seller was Corient Private Wealth, cutting an estimated $87.2M.

  • 755 institutional investors held iShares Russell 3000 ETF (IWV) as of Q4 2023, up from 682 in Q3 2023.
  • Funds reported $7.51B of iShares Russell 3000 ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 106 funds opened new iShares Russell 3000 ETF positions in Q4 2023 and 22 closed out, a net change of +84 holders.
  • The largest iShares Russell 3000 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $332M added.
  • The largest iShares Russell 3000 ETF seller in Q4 2023 was Corient Private Wealth, an estimated $87.2M sold.

Based on aggregated 13F filings for Q4 2023.