IWV icon

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
HighTower Advisors
3
HighTower Advisors
Illinois
$51.8M
4
CA
4
Clearstead Advisors
Ohio
$44.1M
5
Comerica Bank
5
Comerica Bank
Texas
$20.2M

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 %
DIA
426
Dana Investment Advisors
Wisconsin
$515K 2,103 – –
NED
427
Nancy E. Dempze
$515K 2,102 – –
JWBC
428
J.W. Burns & Co
New York
$515K 2,100 – –
CCMG
429
Clark Capital Management Group
Pennsylvania
$501K 2,043 +2,043 New
HIA
430
Harbor Investment Advisory
Maryland
$498K 2,031 – –
SFA
431
Sequoia Financial Advisors
Ohio
$495K 2,012 – –
CCM
432
Coldstream Capital Management
Washington
$493K 2,013 -60 -3%
CA
433
Crewe Advisors
Utah
$492K 2,007 -30 -1%
SWA
434
Sightline Wealth Advisors
Connecticut
$491K 2,002 +24 +1%
SC
435
Scotia Capital
Ontario, Canada
$490K 2,001 +2,001 New
SA
436
Strategic Advocates
Utah
$480K 1,958 +1,958 New
SWM
437
Spire Wealth Management
Virginia
$479K 1,954 – –
PP
438
PrairieView Partners
Minnesota
$478K 1,954 -340 -15%
AA
439
Ancora Advisors
Ohio
$475K 1,939 – –
AWE
440
Avidian Wealth Enterprises
Texas
$472K 1,926 +1,926 New
CL
441
Choreo LLC
Illinois
$467K 1,897 – –
WWP
442
Waypoint Wealth Partners
California
$464K 1,895 – –
HNB
443
Huntington National Bank
Ohio
– – – –
LFA
444
Legacy Financial Advisors
Kentucky
$449K 1,834 -530 -22%
RIA
445
Realta Investment Advisors
Delaware
$442K 1,736 – –
FWI
446
Facet Wealth Inc
Maryland
$442K 1,850 – –
BTWM
447
Baker Tilly Wealth Management
Wisconsin
$439K 1,791 -1,690 -49%
HPC
448
HM Payson & Co
Maine
$439K 1,790 – –
UBV
449
United Bank (Virginia)
Virginia
$434K 1,770 – –
VWA
450
VERITY Wealth Advisors
United States
$433K 1,768 -199 -10%
16 17
18
19 20