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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 %
JWCA
326
J.W. Cole Advisors
Florida
$1.22M 4,450 -572 -11%
MCM
327
MAI Capital Management
Ohio
$1.22M 4,442 -128 -3%
CFO
328
CVA Family Office
Colorado
$1.2M 4,400 – –
AIA
329
Alera Investment Advisors
Illinois
$1.19M 4,357 – –
FCI
330
Financial Counselors Inc
Kansas
$1.17M 4,264 – –
HA
331
HC Advisors
Georgia
$1.16M 4,249 -21 -0.5%
WDL
332
Well Done LLC
Michigan
$1.15M 4,205 +3,291 +360%
UFF
333
USA Financial Formulas
Michigan
$1.15M 4,184 +2,597 +164%
PGFC
334
Peapack-Gladstone Financial Corp
New Jersey
$1.14M 4,175 -54 -1%
ADL
335
Asset Dedication LLC
California
$1.14M 4,150 -144 -3%
LBC
336
Lowe Brockenbrough & Co
Virginia
$1.11M 4,067 – –
AI
337
Atria Investments
North Carolina
$1.11M 4,044 -3,937 -49%
SM
338
Sensible Money
Arizona
$1.11M 4,041 -93 -2%
SWM
339
SilverOak Wealth Management
Minnesota
$1.1M 4,035 +4,035 New
VCP
340
Vista Capital Partners
Oregon
$1.1M 4,026 – –
SIG
341
Stonegate Investment Group
Alabama
$1.1M 4,006 – –
EW
342
Evoke Wealth
California
$1.08M 3,963 -6,530 -62%
Neuberger Berman Group
343
Neuberger Berman Group
New York
$1.07M 3,906 +1,372 +54%
PFA
344
Pure Financial Advisors
California
$1.07M 3,900 -661 -14%
BFG
345
Bleakley Financial Group
New Jersey
$1.06M 3,887 -148 -4%
SS
346
Simplicity Solutions
Minnesota
$1.06M 3,887 -148 -4%
APG
347
Abacus Planning Group
South Carolina
$1.06M 3,882 – –
CIC
348
Carnegie Investment Counsel
Ohio
$1.06M 3,874 -62 -2%
SPC
349
Sigma Planning Corp
Michigan
$1.06M 3,864 -1,352 -26%
TAM
350
Tocqueville Asset Management
New York
$1.05M 3,845 +3,845 New
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14
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