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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 %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$50.5M 206,200 -5,072 -2%
Wells Fargo
27
Wells Fargo
California
$49.7M 202,682 +1,824 +0.9%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$47.1M 192,346 +780 +0.4%
William Blair & Company
29
William Blair & Company
Illinois
$47M 191,814 +474 +0.2%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$47M 191,773 +13,501 +8%
CA
31
Clearstead Advisors
Ohio
$44.1M 179,944 +88,402 +97%
AC
32
AlphaCore Capital
California
$43.1M 175,289 +10,912 +7%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$42.9M 174,882 +5,203 +3%
PCP
34
Proficio Capital Partners
Massachusetts
$42.8M 174,463 -260 -0.1%
Bessemer Group
35
Bessemer Group
New Jersey
$42.6M 173,698 -483 -0.3%
BP
36
Ballentine Partners
Massachusetts
$41.7M 170,091 -1,502 -0.9%
TIAA Trust, National Association
37
TIAA Trust, National Association
North Carolina
$40M 163,240 +163,240 New
RMDI
38
R.M. Davis Inc
Maine
$39.5M 161,332 +1,170 +0.7%
CWM
39
Calamos Wealth Management
Illinois
$38M 155,109 -2,423 -2%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$38M 154,869 +4,768 +3%
GAG
41
GM Advisory Group
New York
$37.8M 154,218 +3,052 +2%
SEM
42
Strategic Equity Management
Arizona
$36.9M 150,551 +23,867 +19%
CB
43
Commerce Bank
Missouri
$36.5M 148,802 -575 -0.4%
SI
44
Stephens Inc
Arkansas
$35.7M 145,717 +7,094 +5%
Osaic Holdings
45
Osaic Holdings
Arizona
$35.4M 144,272 -4,128 -3%
GWM
46
Geneos Wealth Management
Colorado
$34.1M 138,991 -1,456 -1%
Franklin Resources
47
Franklin Resources
California
$34M 138,882 +16,191 +13%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$32.3M 125,050 -1,866 -1%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$31.4M 128,138 -1,915 -1%
MCCA
50
Mill Creek Capital Advisors
Pennsylvania
$30.7M 125,265 +215 +0.2%
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