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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 %
CCM
376
Condor Capital Management
New Jersey
$747K -$259K -1,017 -26%
WS
377
Wedbush Securities
California
$741K +$1.27K +5 +0.2%
FNC
378
First National Corp
Massachusetts
$739K – – –
ACM
379
Armbruster Capital Management
New York
$738K -$4.33K -17 -0.6%
MCA
380
Martin Capital Advisors
Texas
$730K – – –
SMA
381
Sage Mountain Advisors
Georgia
$728K – – –
BEC
382
Blue Edge Capital
Virginia
$727K – – –
VA
383
Valmark Advisers
Ohio
$724K – – –
EIP
384
Ellis Investment Partners
Pennsylvania
$718K +$509 +2 +0.1%
JWM
385
Jackson Wealth Management
Florida
$713K – – –
HNB
386
Huntington National Bank
Ohio
$710K -$946K – –
Millennium Management
387
Millennium Management
New York
$710K +$710K +2,789 New
WMP
388
Wealth Management Partners
Arizona
$697K – – –
GT
389
Glenview Trust
Kentucky
$696K +$72.3K +284 +12%
Neuberger Berman Group
390
Neuberger Berman Group
New York
$696K -$12.7K -50 -2%
AWM
391
Aprio Wealth Management
Georgia
$694K – – –
AWM
392
AE Wealth Management
Kansas
$686K -$103K -404 -13%
ST
393
Spinnaker Trust
Maine
$686K – – –
BOH
394
Bank of Hawaii
Hawaii
$683K +$683K +2,684 New
SFWC
395
Strategic Family Wealth Counselors
New Jersey
$680K – – –
AAMC
396
Asset Allocation & Management Company
Illinois
$672K -$402K -1,580 -37%
RFC
397
Regions Financial Corp
Alabama
$662K +$182K +717 +38%
PFS
398
Prospera Financial Services
Texas
$656K -$5.37K -21 -0.8%
Betterment LLC
399
Betterment LLC
New York
$655K -$29.3K -115 -4%
IAIM
400
International Assets Investment Management
Florida
$650K +$18.6K +73 +3%
14 15
16
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