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iShares Russell 3000 ETF
IWV

Overview Fund Activity

753 hedge funds and large institutions have $7.5B invested in iShares Russell 3000 ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 208 increasing their positions, 226 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
+72
Holders Change %
+10.57%
% of All Funds
11.04%
Holding in Top 10
55
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.24%
% of All Funds
0.81%
New
105
Increased
208
Reduced
226
Closed
22
Calls
$16.4M
Puts
$3.18M
Net Calls
+$13.2M
Net Calls Change
+$2.07M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$691M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$259M
3
BlackRock
3
BlackRock
New York
$201M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$84.8M
5
NRA
5
NSI Retail Advisors
Pennsylvania
$25.6M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$52.8M
2
SEM
2
Strategic Equity Management
Arizona
$4.01M
3
SF
3
Synovus Financial
Georgia
$1.82M
4
CA
4
Clearstead Advisors
Ohio
$24.5M
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$2.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
426
Gibson Capital
Pennsylvania
$639K – – –
WFA
427
Wade Financial Advisory
California
$638K – – –
SMA
428
Sage Mountain Advisors
Georgia
$637K – – –
HFRG
429
Houlihan Financial Resource Group
Virginia
$636K – – –
CCA
430
Cobblestone Capital Advisors
New York
$636K – – –
CFA
431
Capstone Financial Advisors
Illinois
$630K +$4.93K +18 +0.8%
OAM
432
Oppenheimer Asset Management
New York
$619K +$21.9K +80 +4%
WSTAM
433
Wilbanks Smith & Thomas Asset Management
Virginia
$617K -$10.5M -38,347 -94%
1SAMC
434
12th Street Asset Management Company
Tennessee
$616K +$616K +2,251 New
CWM
435
Collaborative Wealth Management
Florida
$613K – – –
1WM
436
1900 Wealth Management
Texas
$599K +$599K +2,188 New
TGAM
437
TBH Global Asset Management
Tennessee
$595K – – –
SFA
438
Sequoia Financial Advisors
Ohio
$595K +$44.3K +162 +8%
BWM
439
Brown Wealth Management
Illinois
$593K +$1.1K +4 +0.2%
FCBT
440
First Citizens Bank & Trust
North Carolina
$590K +$228K +834 +63%
NSCM
441
New South Capital Management
Tennessee
$590K +$590K +2,155 New
SW
442
SVB Wealth
Massachusetts
$588K – – –
FF
443
Francis Financial
$587K -$3.01K -11 -0.5%
BRWA
444
B. Riley Wealth Advisors
Florida
$583K -$89K -325 -13%
NED
445
Nancy E. Dempze
$575K – – –
JWBC
446
J.W. Burns & Co
New York
$575K – – –
ECM
447
Evergreen Capital Management
Washington
$574K – – –
PA
448
Procyon Advisors
Connecticut
$557K -$85.4K -312 -13%
AA
449
Ashford Advisors
New York
$557K -$32.8K -120 -6%
HIA
450
Harbor Investment Advisory
Maryland
$556K – – –
16 17
18
19 20