We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF
IWV

682 hedge funds and large institutions have $6.21B invested in iShares Russell 3000 ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 138 increasing their positions, 225 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $3.58M

37% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 35

1% more funds holding

Funds holding: 678 → 682 (+4)

0.64% less ownership

Funds ownership: 57.33% → 56.69% (-0.64%)

4% less capital invested

Capital invested by funds: $6.45B → $6.21B (-$248M)

4% less funds holding in top 10

Funds holding in top 10: 51 → 49 (-2)

39% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 225

Holders
682
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
10.82%
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
138
Reduced
225
Closed
35
Calls
$14.7M
Puts
$3.58M
Net Calls
+$11.1M
Net Calls Change
-$273K

Top Buyers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
+$88.7M
2
Morgan Stanley
Morgan Stanley
New York
+$45.3M
3
HighTower Advisors
HighTower Advisors
Illinois
+$25.7M
4
CA
Clearstead Advisors
Ohio
+$22.6M
5
Comerica Bank
Comerica Bank
Texas
+$21M

Top Sellers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
-$161M
2
Ameriprise
Ameriprise
Minnesota
-$67M
3
JMPWA
JP Morgan Private Wealth Advisors
California
-$46.7M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$25.7M
5
ACA
Affinity Capital Advisors
California
-$16.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
476
Kestra Private Wealth Services
Texas
$369K -$61.8K -242 -14%
FFA
477
Farther Finance Advisors
California
$368K +$13.3K +52 +4%
OMC
478
Old Mission Capital
Illinois
$368K +$383K +1,500 New
KP
479
Keel Point
Alabama
$367K – – –
PJSIMP
480
P.J. Schmidt Investment Management (PJS)
Wisconsin
$365K – – –
EAM
481
Evanson Asset Management
California
$365K – – –
BC
482
Bartlett & Co
Ohio
$363K – – –
BCWM
483
Bartlett & Co Wealth Management
Ohio
$363K – – –
PWM
484
Perigon Wealth Management
California
$363K -$198K -775 -34%
AWM
485
Accurate Wealth Management
Florida
$357K -$34.8K -136 -9%
RMCM
486
Reynders McVeigh Capital Management
Massachusetts
$356K -$12.8K -50 -3%
RW
487
REDW Wealth
New Mexico
$356K – – –
WWC
488
Waypoint Wealth Counsel
Georgia
$356K – – –
PCIA
489
Prime Capital Investment Advisors
Kansas
$355K +$511 +2 +0.1%
MWM
490
Madison Wealth Management
Ohio
$349K – – –
EIA
491
Eldridge Investment Advisors
New Hampshire
$349K – – –
AAS
492
Avantax Advisory Services
Texas
$345K -$1.02K -4 -0.3%
CWM
493
Core Wealth Management
Florida
$345K -$57.5K -225 -14%
HTC
494
Haverford Trust Company
Pennsylvania
$343K – – –
CNB
495
Camden National Bank
Maine
$341K – – –
FAIM
496
Financial Advocates Investment Management
Washington
$340K – – –
DT
497
Diversified Trust
Tennessee
$336K +$124K +487 +55%
QCG
498
Quadrant Capital Group
Ohio
$333K – – –
SPIA
499
Steward Partners Investment Advisory
New York
$329K – – –
FCBT
500
First Citizens Bank & Trust
North Carolina
$324K -$1.53K -6 -0.5%
18 19
20
21 22

IWV Hedge Fund Activity: Q3 2023 in Review

682 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q3 2023, worth a combined $6.21B — down 3.8% from $6.45B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IWV positions and 35 closed out — a net gain of 13 holders — while 138 added to existing stakes and 225 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $88.7M. The largest seller was EP Wealth Advisors, cutting an estimated $161M.

  • 682 institutional investors held iShares Russell 3000 ETF (IWV) as of Q3 2023, up from 678 in Q2 2023.
  • Funds reported $6.21B of iShares Russell 3000 ETF stock for Q3 2023, down 3.8% quarter-over-quarter.
  • 48 funds opened new iShares Russell 3000 ETF positions in Q3 2023 and 35 closed out, a net change of +13 holders.
  • The largest iShares Russell 3000 ETF buyer in Q3 2023 was Corient Private Wealth, an estimated $88.7M added.
  • The largest iShares Russell 3000 ETF seller in Q3 2023 was EP Wealth Advisors, an estimated $161M sold.

Based on aggregated 13F filings for Q3 2023.