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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 %
IWMA
351
Ironwood Wealth Management (Arizona)
Arizona
$1.05M 3,841 -418 -10%
SWA
352
Stratos Wealth Advisors
Ohio
$1.03M 3,757 +144 +4%
WWC
353
Waypoint Wealth Counsel
Georgia
$1.02M 3,744 +2,293 +158%
Luther King Capital Management (LKCM)
354
Luther King Capital Management (LKCM)
Texas
– – – –
BFEC
355
Benjamin F. Edwards & Company
Missouri
$1.02M 3,716 +2,874 +341%
HCM
356
Hollencrest Capital Management
California
$984K 3,596 – –
KA
357
Kovack Advisors
Florida
$984K 3,595 -105 -3%
RPGK
358
Retirement Planning Group (Kansas)
Kansas
$979K 3,577 +669 +23%
FCM
359
Firestone Capital Management
Florida
$974K 3,557 +10 +0.3%
SF
360
Symphony Financial
Texas
$962K 3,533 +3,533 New
SSWM
361
Smith Salley Wealth Management
North Carolina
$960K 3,506 -92 -3%
SFO
362
Stokes Family Office
Louisiana
$958K 3,500 – –
FIB
363
First Interstate Bank
Montana
$953K 3,482 – –
CAL
364
Capital Analysts LLC
Pennsylvania
$938K 3,426 -10 -0.3%
JSW
365
Journey Strategic Wealth
New Jersey
$938K 3,426 -2,269 -40%
HSBC Holdings
366
HSBC Holdings
United Kingdom
$929K 3,395 -15 -0.4%
WAP
367
Wealthcare Advisory Partners
Pennsylvania
$929K 3,393 – –
SCG
368
Sonata Capital Group
Washington
$924K 3,375 – –
FSA
369
Fort Sheridan Advisors
Illinois
$921K 3,363 +3,363 New
CWM
370
Cahaba Wealth Management
Georgia
$918K 3,355 -2,469 -42%
XF
371
XML Financial
Maryland
$912K 3,330 +22 +0.7%
SW
372
SkyOak Wealth
Michigan
$910K 3,324 -52 -2%
LFA
373
LGT Financial Advisors
Texas
$910K 3,323 -187 -5%
PCMC
374
Planning Capital Management Corporation
Pennsylvania
$902K 3,295 +3,295 New
PCA
375
Prosperity Capital Advisors
Ohio
$882K 3,221 +1,639 +104%
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15
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