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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.

New
Increased
Maintained
Reduced
Closed
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
BlackRock
3
BlackRock
New York
$201M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$84.8M
5
CA
5
CSM Advisors
Pennsylvania
$25.6M

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 Holding Trade Value Shares
Change 		Shares
Change %
UBV
476
United Bank (Virginia)
Virginia
$485K – – –
VWA
477
VERITY Wealth Advisors
United States
$484K – – –
FTWA
478
Fifth Third Wealth Advisors
Ohio
$479K – – –
AAS
479
Avantax Advisory Services
Texas
$477K +$91.1K +333 +24%
GI
480
GLOBALT Investments
Georgia
$475K +$475K +1,736 New
SC
481
SouthState Corp
Florida
$470K +$332K +1,212 +240%
BWA
482
Burt Wealth Advisors
Maryland
$467K – – –
MIM
483
MTM Investment Management
South Carolina
$464K – – –
Calamos Advisors
484
Calamos Advisors
Illinois
$456K +$456K +1,666 New
GWM
485
Greenhouse Wealth Management
Connecticut
$452K – – –
ECG
486
EPIQ Capital Group
California
$450K -$18.3K -67 -4%
SSC
487
Syverson Strege & Co
Iowa
$443K +$3.56K +13 +0.8%
QPWM
488
Quadrant Private Wealth Management
Pennsylvania
$442K -$7.94K -29 -2%
PFA
489
Pathway Financial Advisors
Vermont
$438K – – –
CAG
490
Crestwood Advisors Group
Massachusetts
$436K +$436K +1,593 New
WB
491
WesBanco Bank
West Virginia
$436K – – –
WE
492
Wealth Effects
Massachusetts
$434K -$169K -618 -28%
VF
493
Vawter Financial
Ohio
$434K – – –
KPWS
494
Kestra Private Wealth Services
Texas
$433K +$21.4K +78 +5%
GS
495
GTS Securities
New York
$429K -$200K -732 -32%
FFM
496
Forum Financial Management
Illinois
$429K +$429K +1,566 New
FWCM
497
Ferguson Wellman Capital Management
Oregon
$427K – – –
RW
498
RVW Wealth
California
$426K -$9.31K -34 -2%
BCPWM
499
Bradley & Co Private Wealth Management
Florida
$426K – – –
LW
500
Linscomb Wealth
Texas
$426K -$821 -3 -0.2%
18 19
20
21 22