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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
401
Chilton Capital Management
Texas
$637K -$203K -799 -24%
OA
402
Oxbow Advisors
Texas
$635K – – –
MFA
403
Mayflower Financial Advisors
Massachusetts
$631K +$763 +3 +0.1%
BRWA
404
B. Riley Wealth Advisors
Florida
$618K -$5.85K -23 -0.9%
RJT
405
Raymond James Trust
Florida
$610K -$7.64K -30 -1%
SW
406
SlateStone Wealth
Florida
$609K +$255 +1 +0%
LFA
407
Legacy Financial Advisors
Kentucky
$602K -$19.6K -77 -3%
GC
408
Gibson Capital
Pennsylvania
$594K – – –
WFA
409
Wade Financial Advisory
California
$593K – – –
CCA
410
Cobblestone Capital Advisors
New York
$591K -$509 -2 -0.1%
PP
411
PrairieView Partners
Minnesota
$583K – – –
CFA
412
Capstone Financial Advisors
Illinois
$581K +$1.53K +6 +0.3%
AA
413
Ashford Advisors
New York
$578K – – –
PWM
414
Perigon Wealth Management
California
$574K +$197K +775 +52%
CWM
415
C2C Wealth Management
Arizona
$572K – – –
CWM
416
Collaborative Wealth Management
Florida
$570K – – –
CAC
417
Certified Advisory Corp
Florida
$570K +$570K +2,238 New
FF
418
Francis Financial
$569K -$7.13K -28 -1%
WE
419
Wealth Effects
Massachusetts
$561K – – –
RCAG
420
Rehmann Capital Advisory Group
Michigan
$557K +$255 +1 +0%
USB
421
Union Savings Bank
Connecticut
$555K +$555K +2,106 New
TGAM
422
TBH Global Asset Management
Tennessee
$553K – – –
FPAS
423
Focus Partners Advisor Solutions
Missouri
$552K +$30.5K +120 +6%
DIA
424
Dana Investment Advisors
Wisconsin
$535K -$30.8K -121 -5%
NED
425
Nancy E. Dempze
$535K – – –
15 16
17
18 19