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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
1
Ameriprise
Minnesota
$195M
2
GWM
2
Geneos Wealth Management
Colorado
$35.7M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$43.2M
4
CM
4
Churchill Management
California
$17.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$53.8M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$165M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$45.4M
3
BlackRock
3
BlackRock
New York
$127M
4
Morgan Stanley
4
Morgan Stanley
New York
$266M
5
WC
5
Wealth CMT
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
426
Brown Wealth Management
Illinois
$535K +$535K +2,102 New
JWBC
427
J.W. Burns & Co
New York
$534K – – –
ECM
428
Evergreen Capital Management
Washington
$534K – – –
CCM
429
Coldstream Capital Management
Washington
$528K – – –
CA
430
Crewe Advisors
Utah
$518K – – –
HIA
431
Harbor Investment Advisory
Maryland
$517K +$6.36K +25 +1%
OAM
432
Oppenheimer Asset Management
New York
$517K +$517K +2,030 New
RW
433
RVW Wealth
California
$514K -$108K -423 -17%
SFA
434
Sequoia Financial Advisors
Ohio
$512K +$512K +2,012 New
VWA
435
VERITY Wealth Advisors
United States
$501K – – –
AFG
436
Altiora Financial Group
Ohio
$500K – – –
SWM
437
Spire Wealth Management
Virginia
$497K -$21.6K -85 -4%
AA
438
Ancora Advisors
Ohio
$493K – – –
CL
439
Choreo LLC
Illinois
$483K – – –
WWP
440
Waypoint Wealth Partners
California
$482K – – –
FWI
441
Facet Wealth Inc
Maryland
$479K – – –
UFF
442
USA Financial Formulas
Michigan
$467K -$133K -522 -22%
SWA
443
Sightline Wealth Advisors
Connecticut
$466K – – –
HPC
444
HM Payson & Co
Maine
$456K – – –
TI
445
Trexquant Investment
Connecticut
$452K +$452K +1,778 New
UBV
446
United Bank (Virginia)
Virginia
$450K – – –
RWM
447
RKL Wealth Management
Pennsylvania
$448K +$1.27K +5 +0.3%
FTWA
448
Fifth Third Wealth Advisors
Ohio
$445K +$445K +1,750 New
KPWS
449
Kestra Private Wealth Services
Texas
$444K +$27.7K +109 +7%
RIA
450
Realta Investment Advisors
Delaware
$442K +$254 +1 +0.1%
16 17
18
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