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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BC
476
Bartlett & Co
Ohio
$375K – – –
RW
477
REDW Wealth
New Mexico
$370K – – –
WWC
478
Waypoint Wealth Counsel
Georgia
$369K -$212K -834 -36%
FFA
479
Farther Finance Advisors
California
$369K – – –
PCIA
480
Prime Capital Investment Advisors
Kansas
$368K +$368K +1,447 New
MWM
481
Madison Wealth Management
Ohio
$363K – – –
EIA
482
Eldridge Investment Advisors
New Hampshire
$362K – – –
AAS
483
Avantax Advisory Services
Texas
$360K -$53.4K -210 -13%
MG
484
Mather Group
Illinois
$357K +$357K +1,403 New
HTC
485
Haverford Trust Company
Pennsylvania
$356K – – –
SIA
486
Schechter Investment Advisors
Michigan
$354K – – –
CNB
487
Camden National Bank
Maine
$354K – – –
FAIM
488
Financial Advocates Investment Management
Washington
$353K – – –
YIH
489
Y-Intercept (HK)
Hong Kong
$348K +$109K +427 +45%
PCA
490
Prosperity Capital Advisors
Ohio
$347K +$29.3K +115 +9%
QCG
491
Quadrant Capital Group
Ohio
$346K – – –
ATPW
492
Ashton Thomas Private Wealth
Arizona
$344K – – –
FWCM
493
Ferguson Wellman Capital Management
Oregon
$342K -$1.27K -5 -0.4%
SPIA
494
Steward Partners Investment Advisory
New York
$342K +$2.55K +10 +0.7%
FCBT
495
First Citizens Bank & Trust
North Carolina
$338K -$99.8K -392 -23%
SCM
496
SOL Capital Management
Maryland
$335K – – –
SCM
497
Sebold Capital Management
Illinois
$329K +$54.7K +215 +20%
WPA
498
West Paces Advisors
Georgia
$327K -$38.2K -150 -10%
OWA
499
Outlook Wealth Advisors
Texas
$324K – – –
MWM
500
Meridian Wealth Management
Kentucky
$323K – – –
18 19
20
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