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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
SW
426
SlateStone Wealth
Florida
$655K +$255 +1 +0%
RJT
427
Raymond James Trust
Florida
$648K +$40.5K +159 +7%
GC
428
Gibson Capital
Pennsylvania
$639K – – –
WFA
429
Wade Financial Advisory
California
$638K – – –
SMA
430
Sage Mountain Advisors
Georgia
$637K – – –
HFRG
431
Houlihan Financial Resource Group
Virginia
$636K – – –
CCA
432
Cobblestone Capital Advisors
New York
$636K – – –
CFA
433
Capstone Financial Advisors
Illinois
$630K +$4.59K +18 +0.8%
OAM
434
Oppenheimer Asset Management
New York
$619K +$20.4K +80 +4%
WSTAM
435
Wilbanks Smith & Thomas Asset Management
Virginia
$617K -$9.78M -38,347 -94%
1SAMC
436
12th Street Asset Management Company
Tennessee
$616K +$574K +2,251 New
CWM
437
Collaborative Wealth Management
Florida
$613K – – –
1WM
438
1900 Wealth Management
Texas
$599K +$558K +2,188 New
TGAM
439
TBH Global Asset Management
Tennessee
$595K – – –
SFA
440
Sequoia Financial Advisors
Ohio
$595K +$41.3K +162 +8%
BWM
441
Brown Wealth Management
Illinois
$593K +$1.02K +4 +0.2%
FCBT
442
First Citizens Bank & Trust
North Carolina
$590K +$213K +834 +63%
NSCM
443
New South Capital Management
Tennessee
$590K +$549K +2,155 New
SW
444
SVB Wealth
Massachusetts
$588K – – –
FF
445
Francis Financial
$587K -$2.81K -11 -0.5%
BRWA
446
B. Riley Wealth Advisors
Florida
$583K -$82.9K -325 -13%
NED
447
Nancy E. Dempze
$575K – – –
JWBC
448
J.W. Burns & Co
New York
$575K – – –
ECM
449
Evergreen Capital Management
Washington
$574K – – –
PA
450
Procyon Advisors
Connecticut
$557K -$79.6K -312 -13%
16 17
18
19 20

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.