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

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
$52.8M
2
SEM
Strategic Equity Management
Arizona
$4.01M
3
SF
Synovus Financial
Georgia
$1.82M
4
CA
Clearstead Advisors
Ohio
$24.5M
5
FWIA
Fort Washington Investment Advisors
Ohio
$2.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
451
TritonPoint Wealth
Maryland
$553K +$553K +2,019 New
SWA
452
Sightline Wealth Advisors
Connecticut
$553K +$4.65K +17 +0.8%
CA
453
Crewe Advisors
Utah
$549K – – –
FPAS
454
Focus Partners Advisor Solutions
Missouri
$548K -$52.8K -193 -9%
FWI
455
Facet Wealth Inc
Maryland
$548K +$25.4K +90 +5%
HA
456
Harbor Advisors
Florida
$547K +$547K +2,000 New
AA
457
Ancora Advisors
Ohio
$544K +$13.7K +50 +3%
EL
458
Envoi LLC
Minnesota
$543K – – –
PP
459
PrairieView Partners
Minnesota
$535K – – –
CCM
460
Coldstream Capital Management
Washington
$534K -$17K -62 -3%
DIA
461
Dana Investment Advisors
Wisconsin
$534K -$42.2K -154 -7%
AWE
462
Avidian Wealth Enterprises
Texas
$529K +$1.37K +5 +0.3%
WWP
463
Waypoint Wealth Partners
California
$519K – – –
CC
464
Cornerstone Capital
California
$516K -$258K -942 -33%
CL
465
Choreo LLC
Illinois
$508K -$10.9K -40 -2%
PAIM
466
Punch & Associates Investment Management
Minnesota
$503K +$503K +1,838 New
SWM
467
Spire Wealth Management
Virginia
$501K -$39K -141 -7%
LFA
468
Legacy Financial Advisors
Kentucky
$496K -$5.75K -21 -1%
CWA
469
CM Wealth Advisors
Ohio
$494K +$96.6K +353 +24%
AF
470
Allworth Financial
California
$493K +$492K +1,797 +44,925%
NA
471
NewEdge Advisors
Louisiana
$491K +$67K +242 +16%
BTWM
472
Baker Tilly Wealth Management
Wisconsin
$490K – – –
HPC
473
HM Payson & Co
Maine
$490K – – –
PWM
474
Perigon Wealth Management
California
$488K +$82.9K +303 +20%
RWM
475
RKL Wealth Management
Pennsylvania
$486K +$3.83K +14 +0.8%
17 18
19
20 21