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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 %
VP
276
Verum Partners
North Carolina
$1.41M – – –
Renaissance Technologies
277
Renaissance Technologies
New York
$1.4M -$539K -2,200 -28%
JSW
278
Journey Strategic Wealth
New Jersey
$1.4M -$214K -873 -13%
SMWM
279
Silvia McColl Wealth Management
California
$1.39M – – –
Kayne Anderson Rudnick Investment Management
280
Kayne Anderson Rudnick Investment Management
California
$1.39M +$5.15K +21 +0.4%
USCWA
281
U.S. Capital Wealth Advisors
Texas
$1.37M -$7.11K -29 -0.5%
NF
282
Nvest Financial
New Hampshire
$1.36M – – –
DWT
283
Dorsey & Whitney Trust
South Dakota
$1.35M +$583K +2,379 +76%
CRC
284
Curi RMB Capital
Illinois
$1.34M +$120K +491 +10%
VPP
285
Vertex Planning Partners
Illinois
$1.34M +$26.7K +109 +2%
MGIA
286
Moneta Group Investment Advisors
Missouri
$1.33M -$1.81M -7,384 -58%
AWS
287
Atria Wealth Solutions
New York
$1.31M -$2.95M -11,996 -69%
PGA
288
Portland Global Advisors
Maine
$1.3M – – –
GSC
289
Grey Street Capital
Illinois
$1.29M – – –
EPP
290
ETF Portfolio Partners
Kansas
$1.29M -$66.9K -273 -5%
MF
291
Manchester Financial
California
$1.29M – – –
TC
292
TownSquare Capital
Utah
$1.28M +$15.2K +62 +1%
CFG
293
Citizens Financial Group
Rhode Island
$1.28M +$241K +980 +23%
SPC
294
Sigma Planning Corp
Michigan
$1.28M -$59.1K -241 -4%
DADC
295
D.A. Davidson & Co
Montana
$1.28M +$735 +3 +0.1%
DWM
296
Dakota Wealth Management
Florida
$1.25M +$91.4K +373 +8%
KL
297
KilterHowling LLC
Colorado
$1.25M – – –
JWCA
298
J.W. Cole Advisors
Florida
$1.23M -$24K -98 -2%
FG
299
Foster Group
Iowa
$1.23M -$194K -792 -14%
SFG
300
Sterling Financial Group
California
$1.23M – – –
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