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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 %
DWT
301
Dorsey & Whitney Trust
South Dakota
$1.45M 5,294 -235 -4%
EPP
302
ETF Portfolio Partners
Kansas
$1.44M 5,266 -1 -0%
MF
303
Manchester Financial
California
$1.44M 5,246 – –
GSC
304
Grey Street Capital
Illinois
$1.43M 5,206 -55 -1%
DWM
305
Dakota Wealth Management
Florida
$1.4M 5,117 – –
IWC
306
Integrated Wealth Concepts
Massachusetts
$1.39M 5,077 +1,027 +25%
HF
307
HRT Financial
New York
$1.38M 5,028 -1,253 -20%
SFG
308
Sterling Financial Group
California
$1.37M 5,000 – –
Fuller & Thaler Asset Management
309
Fuller & Thaler Asset Management
California
$1.35M 4,934 +4,934 New
LWA
310
Lowe Wealth Advisors
Maryland
$1.33M 4,866 – –
MA
311
Mutual Advisors
Nebraska
$1.33M 4,855 -130 -3%
GLLW
312
Graves Light Lenhart Wealth
Virginia
$1.31M 4,776 – –
EWM
313
Evercore Wealth Management
New York
$1.29M 4,712 +20 +0.4%
X
314
Xponance
Pennsylvania
$1.28M 4,665 -2,582 -36%
BPWM
315
Badgley Phelps Wealth Managers
Washington
$1.27M 4,641 +65 +1%
GWMR
316
GC Wealth Management RIA
Massachusetts
$1.27M 4,623 +4,623 New
CTA
317
Chesley Taft & Associates
Illinois
$1.26M 4,598 -35 -0.8%
BAM
318
Berkshire Asset Management
Pennsylvania
$1.25M 4,573 +1,500 +49%
DAS
319
Dynamic Advisor Solutions
Arizona
$1.25M 4,645 +45 +1%
DADC
320
D.A. Davidson & Co
Montana
$1.25M 4,561 -645 -12%
SB
321
Strategic Blueprint
Georgia
$1.25M 4,560 +372 +9%
IWM
322
IHT Wealth Management
Illinois
$1.24M 4,535 +7 +0.2%
BW
323
BIP Wealth
Georgia
$1.24M 4,531 -1 -0%
FG
324
Foster Group
Iowa
$1.23M 5,002 – –
GL
325
Graypoint LLC
New York
$1.22M 4,469 -97 -2%
11 12
13
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