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iShares Russell 3000 ETF
IWV

755 hedge funds and large institutions have $7.51B invested in iShares Russell 3000 ETF in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 208 increasing their positions, 227 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

416% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $3.17M

382% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 22

21% more capital invested

Capital invested by funds: $6.21B → $7.51B (+$1.3B)

12% more funds holding in top 10

Funds holding in top 10: 49 → 55 (+6)

11% more funds holding

Funds holding: 682 → 755 (+73)

3.33% more ownership

Funds ownership: 56.69% → 60.02% (+3.3%)

8% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 227

Holders
755
Holders Change
+73
Holders Change %
+10.7%
% of All Funds
11.01%
Holding in Top 10
55
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.24%
% of All Funds
0.8%
New
106
Increased
208
Reduced
227
Closed
22
Calls
$16.4M
Puts
$3.17M
Net Calls
+$13.2M
Net Calls Change
+$2.07M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$332M
2
JP Morgan Chase
JP Morgan Chase
New York
+$175M
3
BlackRock
BlackRock
New York
+$45.1M
4
HighTower Advisors
HighTower Advisors
Illinois
+$25.1M
5
CA
CSM Advisors
Pennsylvania
+$23.8M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$87.2M
2
SEM
Strategic Equity Management
Arizona
-$34.6M
3
SF
Synovus Financial
Georgia
-$25.2M
4
CA
Clearstead Advisors
Ohio
-$23M
5
FWIA
Fort Washington Investment Advisors
Ohio
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
376
Planning Capital Management Corporation
Pennsylvania
$902K +$840K +3,295 New
PCA
377
Prosperity Capital Advisors
Ohio
$882K +$418K +1,639 +104%
KAM
378
KEB Asset Management
Illinois
$867K – – –
GIA
379
GHP Investment Advisors
Colorado
$866K +$255 +1 +0%
VWA
380
Visionary Wealth Advisors
Illinois
$859K +$6.37K +25 +0.8%
AC
381
Avestar Capital
New York
$856K +$798K +3,128 New
PPW
382
Parcion Private Wealth
Washington
$851K – – –
MCA
383
MSH Capital Advisors
Arizona
$834K +$8.67K +34 +1%
LAS
384
LWM Advisory Services
Florida
$829K – – –
LJHT
385
Laurie J. Hall Trustee
$824K – – –
RFC
386
Regions Financial Corp
Alabama
$819K +$100K +393 +15%
GCA
387
Greenwood Capital Associates
South Carolina
$818K -$60.2K -236 -7%
BAM
388
Beaumont Asset Management
Texas
$813K – – –
IA
389
IFG Advisory
Georgia
$810K -$21.2K -83 -3%
CCM
390
Condor Capital Management
New Jersey
$804K – – –
WS
391
Wedbush Securities
California
$800K -$4.84K -19 -0.6%
TF
392
Trek Financial
Arizona
$795K -$34.2K -134 -4%
FNC
393
First National Corp
Massachusetts
$794K – – –
WAL
394
W Advisors LLC
Tennessee
$792K -$477K -1,871 -39%
SAM
395
Smartleaf Asset Management
Massachusetts
$789K +$732K +2,872 New
SYBT
396
Stock Yards Bank & Trust
Kentucky
$781K -$4.84K -19 -0.7%
ACM
397
Armbruster Capital Management
New York
$777K -$255 -1 -0%
VA
398
Valmark Advisers
Ohio
$776K +$9.69K +38 +1%
EIP
399
Ellis Investment Partners
Pennsylvania
$774K +$1.53K +6 +0.2%
PP
400
Prosperity Planning
Missouri
$773K – – –
14 15
16
17 18

IWV Hedge Fund Activity: Q4 2023 in Review

755 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q4 2023, worth a combined $7.51B — up 21% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new IWV positions and 22 closed out — a net gain of 84 holders — while 208 added to existing stakes and 227 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $332M. The largest seller was Corient Private Wealth, cutting an estimated $87.2M.

  • 755 institutional investors held iShares Russell 3000 ETF (IWV) as of Q4 2023, up from 682 in Q3 2023.
  • Funds reported $7.51B of iShares Russell 3000 ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 106 funds opened new iShares Russell 3000 ETF positions in Q4 2023 and 22 closed out, a net change of +84 holders.
  • The largest iShares Russell 3000 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $332M added.
  • The largest iShares Russell 3000 ETF seller in Q4 2023 was Corient Private Wealth, an estimated $87.2M sold.

Based on aggregated 13F filings for Q4 2023.