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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 %
Belvedere Trading
276
Belvedere Trading
Illinois
$1.5M +$1.5M +5,900 New
WA
277
Wealth Architects
California
$1.5M – – –
HPA
278
High Probability Advisors
New York
$1.48M – – –
FG
279
Foster Group
Iowa
$1.47M -$354K -1,393 -19%
VP
280
Verum Partners
North Carolina
$1.46M – – –
BFG
281
Beacon Financial Group
Texas
$1.46M – – –
SMWM
282
Silvia McColl Wealth Management
California
$1.45M -$21.9K -86 -1%
Kayne Anderson Rudnick Investment Management
283
Kayne Anderson Rudnick Investment Management
California
$1.44M +$2.55K +10 +0.2%
USCWA
284
U.S. Capital Wealth Advisors
Texas
$1.43M +$666K +2,618 +88%
EPP
285
ETF Portfolio Partners
Kansas
$1.41M -$43K -169 -3%
NF
286
Nvest Financial
New Hampshire
$1.41M +$3.82K +15 +0.3%
SPC
287
Sigma Planning Corp
Michigan
$1.39M -$389K -1,529 -22%
WAL
288
W Advisors LLC
Tennessee
$1.38M +$509 +2 +0%
Qube Research & Technologies (QRT)
289
Qube Research & Technologies (QRT)
United Kingdom
$1.37M +$1.35M +32,710 +6,091%
VPP
290
Vertex Planning Partners
Illinois
$1.36M +$2.55K +10 +0.2%
PGA
291
Portland Global Advisors
Maine
$1.35M – – –
GSC
292
Grey Street Capital
Illinois
$1.34M -$35.6K -140 -3%
MF
293
Manchester Financial
California
$1.34M – – –
DADC
294
D.A. Davidson & Co
Montana
$1.32M +$273K +1,072 +26%
NEPWA
295
New England Private Wealth Advisors
Massachusetts
$1.32M +$3.06K +12 +0.2%
TC
296
TownSquare Capital
Utah
$1.32M +$669K +2,627 +103%
JWCA
297
J.W. Cole Advisors
Florida
$1.3M +$19.8K +78 +2%
KL
298
KilterHowling LLC
Colorado
$1.3M +$3.31K +13 +0.3%
SFG
299
Sterling Financial Group
California
$1.27M – – –
CRC
300
Curi RMB Capital
Illinois
$1.27M -$1.56M -6,131 -55%
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