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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.

New
Increased
Maintained
Reduced
Closed
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
BlackRock
3
BlackRock
New York
$201M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$84.8M
5
CA
5
CSM Advisors
Pennsylvania
$25.6M

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 Holding Trade Value Shares
Change 		Shares
Change %
KAM
376
KEB Asset Management
Illinois
$867K – – –
GIA
377
GHP Investment Advisors
Colorado
$866K +$274 +1 +0%
VWA
378
Visionary Wealth Advisors
Illinois
$859K +$6.84K +25 +0.8%
AC
379
Avestar Capital
New York
$856K +$856K +3,128 New
PPW
380
Parcion Private Wealth
Washington
$851K – – –
MCA
381
MSH Capital Advisors
Arizona
$834K +$9.31K +34 +1%
LAS
382
LWM Advisory Services
Florida
$829K – – –
LJHT
383
Laurie J. Hall Trustee
$824K – – –
RFC
384
Regions Financial Corp
Alabama
$819K +$108K +393 +15%
GCA
385
Greenwood Capital Associates
South Carolina
$818K -$64.6K -236 -7%
BAM
386
Beaumont Asset Management
Texas
$813K – – –
IA
387
IFG Advisory
Georgia
$810K -$22.7K -83 -3%
CCM
388
Condor Capital Management
New Jersey
$804K – – –
WS
389
Wedbush Securities
California
$800K -$5.2K -19 -0.6%
TF
390
Trek Financial
Arizona
$795K -$36.7K -134 -4%
FNC
391
First National Corp
Massachusetts
$794K – – –
WAL
392
W Advisors LLC
Tennessee
$792K -$512K -1,871 -39%
SAM
393
Smartleaf Asset Management
Massachusetts
$789K +$789K +2,872 New
SYBT
394
Stock Yards Bank & Trust
Kentucky
$781K -$5.2K -19 -0.7%
ACM
395
Armbruster Capital Management
New York
$777K -$274 -1 -0%
VA
396
Valmark Advisers
Ohio
$776K +$10.4K +38 +1%
EIP
397
Ellis Investment Partners
Pennsylvania
$774K +$1.64K +6 +0.2%
PP
398
Prosperity Planning
Missouri
$773K – – –
Simplex Trading
399
Simplex Trading
Illinois
$769K +$769K +2,811 New
JWM
400
Jackson Wealth Management
Florida
$767K – – –
14 15
16
17 18