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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 %
RWM
451
RKL Wealth Management
Pennsylvania
$432K 1,762 – –
FTWA
452
Fifth Third Wealth Advisors
Ohio
$429K 1,750 – –
ECG
453
EPIQ Capital Group
California
$421K 1,711 – –
BWA
454
Burt Wealth Advisors
Maryland
$418K 1,707 – –
MIM
455
MTM Investment Management
South Carolina
$415K 1,695 – –
GWM
456
Greenhouse Wealth Management
Connecticut
$405K 1,653 – –
QPWM
457
Quadrant Private Wealth Management
Pennsylvania
$404K 1,643 – –
SSC
458
Syverson Strege & Co
Iowa
$394K 1,607 +50 +3%
HSA
459
HBK Sorce Advisory
Pennsylvania
$394K 1,606 – –
PFA
460
Pathway Financial Advisors
Vermont
$392K 1,600 – –
VNIM
461
Vaughan Nelson Investment Management
Texas
$392K 1,600 +1,160 +264%
RW
462
RVW Wealth
California
$390K 1,592 -428 -21%
WB
463
WesBanco Bank
West Virginia
$390K 1,592 – –
UFF
464
USA Financial Formulas
Michigan
$389K 1,587 -247 -13%
VF
465
Vawter Financial
Ohio
$388K 1,584 – –
PCA
466
Prosperity Capital Advisors
Ohio
$388K 1,582 +219 +16%
FFN
467
Focus Financial Network
Minnesota
$383K 1,558 +1,558 New
FWCM
468
Ferguson Wellman Capital Management
Oregon
$382K 1,560 +215 +16%
LW
469
Linscomb Wealth
Texas
$382K 1,559 -15 -1%
BCPWM
470
Bradley & Co Private Wealth Management
Florida
$382K 1,557 – –
SFS
471
Summit Financial Strategies
Ohio
$380K 1,549 – –
PRWA
472
Platte River Wealth Advisors
Colorado
$377K 1,540 – –
NA
473
NewEdge Advisors
Louisiana
$375K 1,531 -5,614 -79%
CWA
474
CM Wealth Advisors
Ohio
$372K 1,451 -63 -4%
KPWS
475
Kestra Private Wealth Services
Texas
$369K 1,504 -242 -14%
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19
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