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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 %
EH
276
Equitable Holdings
New York
$1.8M 6,576 -191 -3%
USCWA
277
U.S. Capital Wealth Advisors
Texas
$1.77M 6,461 +888 +16%
RSC
278
Red Spruce Capital
Pennsylvania
$1.75M 6,410 +25 +0.4%
AC
279
Apella Capital
Connecticut
$1.73M 6,451 +42 +0.7%
Kayne Anderson Rudnick Investment Management
280
Kayne Anderson Rudnick Investment Management
California
$1.7M 6,214 +537 +9%
LNB
281
Ledyard National Bank
$1.68M 6,149 -314 -5%
CCM
282
Cohen Capital Management
California
$1.67M 6,087 – –
ACA
283
Affinity Capital Advisors
California
$1.62M 5,922 -3,491 -37%
Janney Montgomery Scott
284
Janney Montgomery Scott
Pennsylvania
$1.62M 5,916 +2,671 +82%
MFT
285
Moisand Fitzgerald Tamayo
Florida
$1.62M 5,903 – –
WA
286
Wealth Architects
California
$1.61M 5,888 – –
MCM
287
Manchester Capital Management
Vermont
$1.61M 5,868 – –
HPA
288
High Probability Advisors
New York
$1.6M 5,828 -678 -10%
CTC
289
Central Trust Company
Missouri
$1.59M 5,796 -17 -0.3%
BFG
290
Beacon Financial Group
Texas
$1.58M 5,783 -100 -2%
VPP
291
Vertex Planning Partners
Illinois
$1.58M 5,755 +295 +5%
SMWM
292
Silvia McColl Wealth Management
California
$1.56M 5,691 – –
NF
293
Nvest Financial
New Hampshire
$1.53M 5,583 +44 +0.8%
VP
294
Verum Partners
North Carolina
$1.52M 5,539 -200 -3%
Envestnet Portfolio Solutions
295
Envestnet Portfolio Solutions
Illinois
$1.5M 5,493 +2,536 +86%
MGIA
296
Moneta Group Investment Advisors
Missouri
$1.5M 5,469 +31 +0.6%
NEPWA
297
New England Private Wealth Advisors
Massachusetts
$1.46M 5,321 +510 +11%
TC
298
TownSquare Capital
Utah
$1.45M 5,303 +64 +1%
KL
299
KilterHowling LLC
Colorado
$1.45M 5,131 +41 +0.8%
PGA
300
Portland Global Advisors
Maine
$1.45M 5,295 – –
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