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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 %
CFA
251
Cahill Financial Advisors
Minnesota
$2.28M 8,331 +5 +0.1%
Belvedere Trading
252
Belvedere Trading
Illinois
$2.25M 8,235 +3,621 +78%
FWM
253
Fonville Wealth Management
Virginia
$2.23M 8,151 +8,151 New
PFP
254
Pinnacle Financial Partners
Tennessee
$2.23M 8,137 – –
FLPIM
255
F.L. Putnam Investment Management
Massachusetts
$2.22M 8,113 -144 -2%
FH
256
FWG Holdings
Florida
$2.22M 8,135 +830 +11%
FGAM
257
Financial Gravity Asset Management
Texas
$2.16M 20,212 +1,010 +5%
FMI
258
Fiduciary Management Inc
Wisconsin
$2.15M 7,860 +7,860 New
AWS
259
Atria Wealth Solutions
New York
$2.15M 7,852 +2,531 +48%
AFAS
260
Acorn Financial Advisory Services
Virginia
$2.13M 7,916 -284 -3%
PA
261
Planning Alternatives
Michigan
$2.07M 7,574 – –
BC
262
Bakala Capital
South Carolina
$2.02M 7,369 +7,369 New
RB
263
Renasant Bank
Mississippi
$2.01M 7,326 – –
HFS
264
Heritage Financial Services
Massachusetts
$1.91M 6,981 -17 -0.2%
OFG
265
Oxford Financial Group
Indiana
$1.91M 6,976 – –
BFM
266
Boston Financial Management
Massachusetts
$1.9M 6,937 -275 -4%
LIG
267
Lokken Investment Group
Delaware
$1.9M 6,928 +420 +6%
Susquehanna International Group
268
Susquehanna International Group
Pennsylvania
$1.88M 6,883 +3,821 +125%
MWM
269
Modera Wealth Management
New Jersey
$1.86M 6,804 -439 -6%
WCA
270
Waypoint Capital Advisors
Minnesota
$1.83M 6,700 – –
SF
271
Synovus Financial
Georgia
$1.82M 6,664 -98,924 -94%
DF
272
Dunhill Financial
United Kingdom
$1.82M 6,661 -1,448 -18%
IBOK
273
Independence Bank of Kentucky
Kentucky
$1.81M 6,608 – –
Renaissance Technologies
274
Renaissance Technologies
New York
$1.81M 6,600 +900 +16%
H
275
HoyleCohen
California
$1.81M 6,600 – –
9 10
11
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