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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.

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
1
Morgan Stanley
New York
$691M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$259M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$79.5M
4
BlackRock
4
BlackRock
New York
$201M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$84.8M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$52.8M
2
SEM
2
Strategic Equity Management
Arizona
$4.01M
3
SF
3
Synovus Financial
Georgia
$1.82M
4
CA
4
Clearstead Advisors
Ohio
$24.5M
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$2.58M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$56.9M 207,955 +1,755 +0.9%
Corient Private Wealth
27
Corient Private Wealth
Florida
$52.8M 193,064 -341,878 -64%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$52.5M 191,882 -464 -0.2%
AC
29
AlphaCore Capital
California
$52.5M 191,832 +16,543 +9%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$51.2M 187,086 -4,687 -2%
PCP
31
Proficio Capital Partners
Massachusetts
$47.7M 174,129 -334 -0.2%
Bessemer Group
32
Bessemer Group
New Jersey
$47.5M 173,698 – –
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$46.8M 171,141 -3,741 -2%
BP
34
Ballentine Partners
Massachusetts
$45.8M 167,422 -2,669 -2%
GAG
35
GM Advisory Group
New York
$44.1M 161,130 +6,912 +4%
RMDI
36
R.M. Davis Inc
Maine
$44.1M 161,072 -260 -0.2%
TIAA Trust, National Association
37
TIAA Trust, National Association
North Carolina
$43.3M 158,040 -5,200 -3%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$43.1M 157,469 +2,600 +2%
CWM
39
Calamos Wealth Management
Illinois
$42.9M 156,897 +1,788 +1%
SI
40
Stephens Inc
Arkansas
$40.9M 149,247 +3,530 +2%
CB
41
Commerce Bank
Missouri
$40.7M 148,552 -250 -0.2%
Franklin Resources
42
Franklin Resources
California
$39.2M 143,261 +4,379 +3%
MCCA
43
Mill Creek Capital Advisors
Pennsylvania
$34.5M 125,943 +678 +0.5%
WRTC
44
Wind River Trust Company
Wyoming
$34.1M 124,692 – –
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$34M 123,624 -1,426 -1%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$34M 124,163 -3,975 -3%
PS
47
Portfolio Strategies
New York
$33.8M 121,842 -1,020 -0.8%
GWM
48
Geneos Wealth Management
Colorado
$33M 120,628 -18,363 -13%
TWM
49
Tanglewood Wealth Management
Texas
$31.1M 113,647 +34,155 +43%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$31M 113,200 +23,378 +26%
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