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iShares Russell 3000 ETF
IWV

Overview Fund Activity

681 hedge funds and large institutions have $6.2B invested in iShares Russell 3000 ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 225 reducing their positions, and 34 closing their positions.

Holders
681
Holders Change
+5
Holders Change %
+0.74%
% of All Funds
10.86%
Holding in Top 10
49
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.92%
% of All Funds
0.78%
New
48
Increased
137
Reduced
225
Closed
34
Calls
$14.7M
Puts
$3.58M
Net Calls
+$11.1M
Net Calls Change
-$273K

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$88.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$300M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$40M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$51.8M
5
PWA
5
Provenance Wealth Advisors
Florida
$23.6M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$3.75M
2
Ameriprise
2
Ameriprise
Minnesota
$124M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$114M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$15.1M
5
ACA
5
Affinity Capital Advisors
California
$2.31M
Name Market Value Shares Shares
Change 		Shares
Change %
BRWA
401
B. Riley Wealth Advisors
Florida
$604K 2,456 +28 +1%
SW
402
SlateStone Wealth
Florida
$586K 2,392 – –
PA
403
Procyon Advisors
Connecticut
$575K 2,346 -1,130 -33%
GC
404
Gibson Capital
Pennsylvania
$572K 2,333 – –
WFA
405
Wade Financial Advisory
California
$571K 2,330 – –
SMA
406
Sage Mountain Advisors
Georgia
$571K 2,328 -532 -19%
HFRG
407
Houlihan Financial Resource Group
Virginia
$570K 2,324 +2,324 New
CCA
408
Cobblestone Capital Advisors
New York
$569K 2,323 – –
GS
409
GTS Securities
New York
$563K 2,299 +2,299 New
CFA
410
Capstone Financial Advisors
Illinois
$560K 2,284 – –
CWM
411
Collaborative Wealth Management
Florida
$549K 2,241 – –
EL
412
Envoi LLC
Minnesota
$543K 2,216 +2,216 New
RJT
413
Raymond James Trust
Florida
$541K 2,209 -188 -8%
WE
414
Wealth Effects
Massachusetts
$540K 2,205 – –
FPAS
415
Focus Partners Advisor Solutions
Missouri
$538K 2,194 +26 +1%
RCAG
416
Rehmann Capital Advisory Group
Michigan
$536K 2,188 – –
CWM
417
C2C Wealth Management
Arizona
$536K 2,200 – –
OAM
418
Oppenheimer Asset Management
New York
$535K 2,182 +152 +7%
TGAM
419
TBH Global Asset Management
Tennessee
$533K 2,175 – –
BWM
420
Brown Wealth Management
Illinois
$530K 2,164 +62 +3%
FF
421
Francis Financial
$528K 2,156 -78 -3%
AA
422
Ashford Advisors
New York
$528K 2,153 -120 -5%
SW
423
SVB Wealth
Massachusetts
$526K 2,147 -860 -29%
USB
424
Union Savings Bank
Connecticut
$516K 2,106 – –
ECM
425
Evergreen Capital Management
Washington
$516K 2,097 – –
15 16
17
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