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iShares Russell 3000 ETF
IWV

Overview Fund Activity

662 hedge funds and large institutions have $6.02B invested in iShares Russell 3000 ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 152 increasing their positions, 223 reducing their positions, and 63 closing their positions.

Holders
662
Holders Change
-30
Holders Change %
-4.34%
% of All Funds
10.6%
Holding in Top 10
49
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-16.95%
% of All Funds
0.78%
New
48
Increased
152
Reduced
223
Closed
63
Calls
$8.36M
Puts
$1.91M
Net Calls
+$6.45M
Net Calls Change
-$2.8M

Top Buyers

1
New York State Common Retirement Fund
1
New York State Common Retirement Fund
New York
$100M
2
Morgan Stanley
2
Morgan Stanley
New York
$266M
3
SC
3
Savant Capital
Illinois
$15.8M
4
RhumbLine Advisers
4
RhumbLine Advisers
Massachusetts
$9.27M
5
PI
5
Parkside Investments
Illinois
$8.39M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$254M
2
Ameriprise
2
Ameriprise
Minnesota
$129M
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$80K
4
Bank of America
4
Bank of America
North Carolina
$224M
5
CAM
5
Cresset Asset Management
Illinois
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
26
William Blair & Company
Illinois
$46.7M +$908K +3,859 +2%
Corient Private Wealth
27
Corient Private Wealth
Florida
$43.9M -$7.39M -31,380 -14%
Osaic Holdings
28
Osaic Holdings
Arizona
$43.9M +$383K +1,625 +0.9%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$42.3M -$3.69M -15,670 -8%
RMDI
30
R.M. Davis Inc
Maine
$41.9M – – –
BP
31
Ballentine Partners
Massachusetts
$41.3M -$8K -34 -0%
Wells Fargo
32
Wells Fargo
California
$41.3M -$22.3M -94,795 -35%
Bessemer Group
33
Bessemer Group
New Jersey
$41M – – –
PCP
34
Proficio Capital Partners
Massachusetts
$39.8M +$1.07M +4,559 +3%
TF
35
TIAA FSB
Florida
$39.7M -$1.25M -5,302 -3%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$37.8M -$16.8M -71,423 -31%
AC
37
AlphaCore Capital
California
$37.7M +$2.62M +11,129 +7%
CB
38
Commerce Bank
Missouri
$35.4M -$2.35K -10 -0%
CWM
39
Calamos Wealth Management
Illinois
$35.2M -$312K -1,325 -0.9%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$35.1M -$1.02M -4,341 -3%
GAG
41
GM Advisory Group
New York
$34.4M +$7.21M +30,630 +27%
SI
42
Stephens Inc
Arkansas
$31.7M -$1.06M -4,503 -3%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$30.9M -$681K -2,892 -2%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$30.6M -$3.69M -15,469 -11%
MCCA
45
Mill Creek Capital Advisors
Pennsylvania
$29.8M +$334K +1,418 +1%
SEM
46
Strategic Equity Management
Arizona
$29.6M +$568K +2,414 +2%
WRTC
47
Wind River Trust Company
Wyoming
$29.4M – – –
PS
48
Portfolio Strategies
New York
$29M -$443K -1,880 -2%
Franklin Resources
49
Franklin Resources
California
$28.6M +$299K +1,269 +1%
HighTower Advisors
50
HighTower Advisors
Illinois
$27.2M -$1.36M -5,779 -5%
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