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iShares Russell 3000 ETF
IWV

Overview Fund Activity

676 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, 176 increasing their positions, 214 reducing their positions, and 33 closing their positions.

Holders
676
Holders Change
+14
Holders Change %
+2.11%
% of All Funds
10.66%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
0.8%
New
54
Increased
176
Reduced
214
Closed
33
Calls
$12.6M
Puts
$1.25M
Net Calls
+$11.4M
Net Calls Change
+$4.95M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$195M
2
GWM
2
Geneos Wealth Management
Colorado
$35.7M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$43.2M
4
CM
4
Churchill Management
California
$17.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$53.8M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$165M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$45.4M
3
BlackRock
3
BlackRock
New York
$127M
4
Morgan Stanley
4
Morgan Stanley
New York
$266M
5
WC
5
Wealth CMT
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$48.8M 191,566 +11,935 +7%
William Blair & Company
27
William Blair & Company
Illinois
$48.7M 191,340 -6,866 -3%
Corient Private Wealth
28
Corient Private Wealth
Florida
$47.8M 187,839 +1,240 +0.7%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$45.4M 178,272 -248,517 -58%
PCP
30
Proficio Capital Partners
Massachusetts
$44.5M 174,723 +5,634 +3%
Bessemer Group
31
Bessemer Group
New Jersey
$44.3M 174,181 – –
BP
32
Ballentine Partners
Massachusetts
$43.7M 171,593 -3,771 -2%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$43.2M 169,679 +94,584 +126%
TF
34
TIAA FSB
Florida
$42.1M 165,520 -2,920 -2%
AC
35
AlphaCore Capital
California
$41.8M 164,377 +4,419 +3%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$41.2M 161,988 +12,943 +9%
RMDI
37
R.M. Davis Inc
Maine
$40.8M 160,162 -17,877 -10%
CWM
38
Calamos Wealth Management
Illinois
$40.1M 157,532 +8,087 +5%
GU
39
Georgetown University
District of Columbia
$39.8M 156,211 -61,693 -28%
GAG
40
GM Advisory Group
New York
$38.5M 151,166 +5,060 +3%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$38.2M 150,101 -5,257 -3%
CB
42
Commerce Bank
Missouri
$38M 149,377 -1,160 -0.8%
Osaic Holdings
43
Osaic Holdings
Arizona
$37.8M 148,400 -37,883 -20%
GWM
44
Geneos Wealth Management
Colorado
$35.7M 140,447 +140,247 +70,124%
SI
45
Stephens Inc
Arkansas
$35.3M 138,623 +3,871 +3%
SF
46
Synovus Financial
Georgia
$34M 133,755 +28,239 +27%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$33.1M 130,053 -1,374 -1%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$32.3M 126,916 -1,264 -1%
SEM
49
Strategic Equity Management
Arizona
$32.2M 126,684 +1,112 +0.9%
MCCA
50
Mill Creek Capital Advisors
Pennsylvania
$31.8M 125,050 -1,657 -1%
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