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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 %
RDWM
326
Red Door Wealth Management
Tennessee
$1.04M +$1.04M +4,104 New
AHC
327
Anderson Hoagland & Co
Missouri
$1.04M -$102K -400 -9%
MAC
328
Mason & Associates (California)
California
$1.04M -$3.56K -14 -0.3%
LBC
329
Lowe Brockenbrough & Co
Virginia
$1.03M -$12.7K -50 -1%
SBH
330
Segall Bryant & Hamill
Illinois
$1.03M -$879K -3,453 -46%
SWA
331
Stratos Wealth Advisors
Ohio
$1.03M +$248K +975 +32%
VCP
332
Vista Capital Partners
Oregon
$1.02M – – –
SIG
333
Stonegate Investment Group
Alabama
$1.02M – – –
APG
334
Abacus Planning Group
South Carolina
$988K – – –
IWC
335
Integrated Wealth Concepts
Massachusetts
$965K +$104K +410 +12%
Janney Montgomery Scott
336
Janney Montgomery Scott
Pennsylvania
$954K -$110K -433 -10%
KA
337
Kovack Advisors
Florida
$954K -$38.7K -152 -4%
Luther King Capital Management (LKCM)
338
Luther King Capital Management (LKCM)
Texas
$946K -$875K – –
HCM
339
Hollencrest Capital Management
California
$925K +$377K +1,480 +69%
FCM
340
Firestone Capital Management
Florida
$921K -$7.01K -27 -0.8%
SSWM
341
Smith Salley Wealth Management
North Carolina
$920K -$161K -631 -15%
XF
342
XML Financial
Maryland
$914K +$2.04K +8 +0.2%
GCA
343
Greenwood Capital Associates
South Carolina
$906K -$109K -430 -11%
LFA
344
LGT Financial Advisors
Texas
$893K +$893K +3,510 New
SFO
345
Stokes Family Office
Louisiana
$891K – – –
FIB
346
First Interstate Bank
Montana
$886K – – –
BTWM
347
Baker Tilly Wealth Management
Wisconsin
$886K -$92.9K -365 -9%
PA
348
Procyon Advisors
Connecticut
$885K +$885K +3,476 New
HSBC Holdings
349
HSBC Holdings
United Kingdom
$881K -$20.4K -80 -2%
CAL
350
Capital Analysts LLC
Pennsylvania
$874K -$17.6K -69 -2%
12 13
14
15 16