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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 %
MA
301
Mutual Advisors
Nebraska
$1.22M +$27.4K +112 +2%
FNT
302
First National Trust
Pennsylvania
$1.19M -$1.38M -5,615 -54%
LWA
303
Lowe Wealth Advisors
Maryland
$1.19M – – –
NEPWA
304
New England Private Wealth Advisors
Massachusetts
$1.18M -$94.6K -386 -7%
GLLW
305
Graves Light Lenhart Wealth
Virginia
$1.17M – – –
WAL
306
W Advisors LLC
Tennessee
$1.17M -$163K -666 -12%
EWM
307
Evercore Wealth Management
New York
$1.15M – – –
CTA
308
Chesley Taft & Associates
Illinois
$1.14M – – –
Belvedere Trading
309
Belvedere Trading
Illinois
$1.13M -$315K -1,286 -22%
DAS
310
Dynamic Advisor Solutions
Arizona
$1.13M +$363K +1,481 +47%
BPWM
311
Badgley Phelps Wealth Managers
Washington
$1.12M +$1.72K +7 +0.2%
MCM
312
MAI Capital Management
Ohio
$1.12M +$4.66K +19 +0.4%
GL
313
Graypoint LLC
New York
$1.12M +$75.5K +308 +7%
PFA
314
Pure Financial Advisors
California
$1.12M -$1.96K -8 -0.2%
BW
315
BIP Wealth
Georgia
$1.11M +$11K +45 +1%
IWM
316
IHT Wealth Management
Illinois
$1.11M – – –
CFO
317
CVA Family Office
Colorado
$1.08M – – –
AIA
318
Alera Investment Advisors
Illinois
$1.07M – – –
ADL
319
Asset Dedication LLC
California
$1.05M – – –
HA
320
HC Advisors
Georgia
$1.05M – – –
FCI
321
Financial Counselors Inc
Kansas
$1.04M -$3.43K -14 -0.3%
IWMA
322
Ironwood Wealth Management (Arizona)
Arizona
$1.04M -$124K -505 -11%
PGFC
323
Peapack-Gladstone Financial Corp
New Jersey
$1.04M – – –
SB
324
Strategic Blueprint
Georgia
$1.03M +$1.03M +4,188 New
SM
325
Sensible Money
Arizona
$1.01M – – –
11 12
13
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