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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 %
FFA
476
Farther Finance Advisors
California
$368K 1,501 +52 +4%
OMC
477
Old Mission Capital
Illinois
$368K 1,500 +1,500 New
KP
478
Keel Point
Alabama
$367K 1,498 – –
PJSIMP
479
P.J. Schmidt Investment Management (PJS)
Wisconsin
$365K 1,500 – –
EAM
480
Evanson Asset Management
California
$365K 1,490 – –
BC
481
Bartlett & Co
Ohio
$363K 1,475 – –
BCWM
482
Bartlett & Co Wealth Management
Ohio
$363K 1,475 – –
PWM
483
Perigon Wealth Management
California
$363K 1,481 -775 -34%
AWM
484
Accurate Wealth Management
Florida
$357K 1,433 -136 -9%
RMCM
485
Reynders McVeigh Capital Management
Massachusetts
$356K 1,451 -50 -3%
RW
486
REDW Wealth
New Mexico
$356K 1,452 – –
WWC
487
Waypoint Wealth Counsel
Georgia
$356K 1,451 – –
PCIA
488
Prime Capital Investment Advisors
Kansas
$355K 1,449 +2 +0.1%
MWM
489
Madison Wealth Management
Ohio
$349K 1,425 – –
EIA
490
Eldridge Investment Advisors
New Hampshire
$349K 1,424 – –
AAS
491
Avantax Advisory Services
Texas
$345K 1,409 -4 -0.3%
CWM
492
Core Wealth Management
Florida
$345K 1,408 -225 -14%
HTC
493
Haverford Trust Company
Pennsylvania
$343K 1,400 – –
CNB
494
Camden National Bank
Maine
$341K 1,390 – –
FAIM
495
Financial Advocates Investment Management
Washington
$340K 1,386 – –
DT
496
Diversified Trust
Tennessee
$336K 1,369 +487 +55%
QCG
497
Quadrant Capital Group
Ohio
$333K 1,358 – –
SPIA
498
Steward Partners Investment Advisory
New York
$329K 1,344 – –
FCBT
499
First Citizens Bank & Trust
North Carolina
$324K 1,322 -6 -0.5%
GC
500
Gould Capital
Washington
$323K 1,318 -200 -13%
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