iShares Russell 3000 ETF
678 hedge funds and large institutions have $6.45B invested in iShares Russell 3000 ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 177 increasing their positions, 214 reducing their positions, and 33 closing their positions.
914% more call options, than puts
Call options by funds: $12.6M | Put options by funds: $1.25M
64% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 33
7% more capital invested
Capital invested by funds: $6.02B → $6.45B (+$435M)
4% more funds holding in top 10
Funds holding in top 10: 49 → 51 (+2)
2% more funds holding
Funds holding: 664 → 678 (+14)
0.85% more ownership
Funds ownership: 56.48% → 57.33% (+0.85%)
17% less repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 214
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$146M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$52.9M |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$33.7M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$22.7M |
| 5 |
CM
Churchill Management
Los Angeles,
California
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$103M |
| 2 |
New York State Common Retirement Fund
Albany,
New York
|
-$59.8M |
| 3 |
BlackRock
New York
|
-$21.8M |
| 4 |
WC
Wealth CMT
Cherry Hill,
New Jersey
|
-$21.7M |
| 5 |
Morgan Stanley
New York
|
-$20.8M |
IWV Hedge Fund Activity: Q2 2023 in Review
678 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q2 2023, worth a combined $6.45B — up 7.2% from $6.02B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new IWV positions and 33 closed out — a net gain of 21 holders — while 177 added to existing stakes and 214 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $146M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $103M.
- 678 institutional investors held iShares Russell 3000 ETF (IWV) as of Q2 2023, up from 664 in Q1 2023.
- Funds reported $6.45B of iShares Russell 3000 ETF stock for Q2 2023, up 7.2% quarter-over-quarter.
- 54 funds opened new iShares Russell 3000 ETF positions in Q2 2023 and 33 closed out, a net change of +21 holders.
- The largest iShares Russell 3000 ETF buyer in Q2 2023 was EP Wealth Advisors, an estimated $146M added.
- The largest iShares Russell 3000 ETF seller in Q2 2023 was JP Morgan Private Wealth Advisors, an estimated $103M sold.
Based on aggregated 13F filings for Q2 2023.