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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 %
WAP
351
Wealthcare Advisory Partners
Pennsylvania
$863K -$39.2K -154 -4%
SW
352
SkyOak Wealth
Michigan
$859K +$16K +63 +2%
SCG
353
Sonata Capital Group
Washington
$859K – – –
AWAG
354
ARS Wealth Advisors Group
Florida
$856K -$26.7K -105 -3%
CWM
355
Circle Wealth Management
New Jersey
$853K – – –
CIC
356
Carnegie Investment Counsel
Ohio
$848K +$12.2K +48 +1%
TF
357
Trek Financial
Arizona
$842K -$107K -421 -11%
MCA
358
MSH Capital Advisors
Arizona
$826K -$138K -543 -14%
PP
359
Prosperity Planning
Missouri
$812K -$61.1K -240 -7%
GIA
360
GHP Investment Advisors
Colorado
$809K +$256 +1 +0%
ODIJL
361
One Day In July LLC
Vermont
$808K +$808K +3,174 New
KAM
362
KEB Asset Management
Illinois
$806K – – –
DWT
363
Dorsey & Whitney Trust
South Dakota
$802K – – –
DAS
364
Dynamic Advisor Solutions
Arizona
$794K -$21.9K -86 -3%
VWA
365
Visionary Wealth Advisors
Illinois
$792K +$2.04K +8 +0.3%
CC
366
Cornerstone Capital
California
$787K – – –
BAM
367
Berkshire Asset Management
Pennsylvania
$782K – – –
RPGK
368
Retirement Planning Group (Kansas)
Kansas
$776K – – –
LAS
369
LWM Advisory Services
Florida
$773K -$6.11K -24 -0.8%
Empower Advisory Group
370
Empower Advisory Group
Colorado
$772K +$14.5K +57 +2%
LJHT
371
Laurie J. Hall Trustee
$766K – – –
SW
372
SVB Wealth
Massachusetts
$765K -$421K -1,653 -35%
TRCT
373
Tower Research Capital (TRC)
New York
$756K +$586K +2,304 +345%
BAM
374
Beaumont Asset Management
Texas
$756K – – –
CFC
375
Coyle Financial Counsel
Illinois
$749K -$130K -510 -15%
13 14
15
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