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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 %
MA
301
Mutual Advisors
Nebraska
$1.24M +$1.24M +4,873 New
MCM
302
Manchester Capital Management
Vermont
$1.24M – – –
LWA
303
Lowe Wealth Advisors
Maryland
$1.24M +$25.4K +100 +2%
GLLW
304
Graves Light Lenhart Wealth
Virginia
$1.22M – – –
IWMA
305
Ironwood Wealth Management (Arizona)
Arizona
$1.21M -$44.8K -176 -4%
DWM
306
Dakota Wealth Management
Florida
$1.21M -$108K -425 -8%
EWM
307
Evercore Wealth Management
New York
$1.19M +$22.1K +87 +2%
CTA
308
Chesley Taft & Associates
Illinois
$1.18M +$5.6K +22 +0.5%
Citadel Advisors
309
Citadel Advisors
Florida
$1.16M -$3.75M -14,729 -76%
PFA
310
Pure Financial Advisors
California
$1.16M -$40.5K -159 -3%
BPWM
311
Badgley Phelps Wealth Managers
Washington
$1.16M +$202K +793 +21%
MCM
312
MAI Capital Management
Ohio
$1.16M +$121K +474 +12%
IWM
313
IHT Wealth Management
Illinois
$1.15M +$509 +2 +0%
BW
314
BIP Wealth
Georgia
$1.14M -$11.5K -45 -1%
CFO
315
CVA Family Office
Colorado
$1.12M – – –
AIA
316
Alera Investment Advisors
Illinois
$1.11M – – –
ADL
317
Asset Dedication LLC
California
$1.09M +$23.7K +93 +2%
FCI
318
Financial Counselors Inc
Kansas
$1.09M – – –
HA
319
HC Advisors
Georgia
$1.09M – – –
GL
320
Graypoint LLC
New York
$1.08M +$255 +1 +0%
SS
321
Simplicity Solutions
Minnesota
$1.08M -$131K -516 -11%
BFG
322
Bleakley Financial Group
New Jersey
$1.08M -$131K -516 -11%
PGFC
323
Peapack-Gladstone Financial Corp
New Jersey
$1.08M -$11.2K -44 -1%
CFG
324
Citizens Financial Group
Rhode Island
$1.07M +$2.8K +11 +0.3%
SM
325
Sensible Money
Arizona
$1.05M +$23.7K +93 +2%
11 12
13
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