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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CWM
501
Connecticut Wealth Management
Connecticut
$310K 1,218 – –
RSWM
502
Robertson Stephens Wealth Management
California
$310K 1,218 -21 -2%
CAMG
503
CWA Asset Management Group
Florida
$308K 1,210 +1,210 New
AI
504
Auour Investments
Massachusetts
$307K 1,208 +1,208 New
SWM
505
Shakespeare Wealth Management
Wisconsin
$307K 1,205 -21 -2%
FHA
506
Flagship Harbor Advisors
Massachusetts
$306K 1,202 – –
SCM
507
Sterneck Capital Management
Missouri
$306K 1,201 – –
PTC
508
Private Trust Company
Ohio
$305K 1,200 – –
AF
509
Apexium Financial
Texas
$300K 1,178 -10 -0.8%
WCWM
510
Willow Creek Wealth Management
California
$295K 1,159 -62 -5%
CAM
511
Cubic Asset Management
Massachusetts
$291K 1,145 – –
OIA
512
OneDigital Investment Advisors
Kansas
$291K 1,145 +71 +7%
PL
513
Plancorp LLC
Missouri
$291K 1,144 – –
RRCM
514
Rappaport Reiches Capital Management
Illinois
$288K 1,130 -1,296 -53%
RWP
515
Revolve Wealth Partners
New Jersey
$281K 1,106 +24 +2%
FRA
516
Frank Rimerman Advisors
California
$281K 1,105 – –
GWA
517
GGM Wealth Advisors
Maryland
$280K 1,100 +1,100 New
JJBC
518
James J. Burns & Company
New York
$280K 1,100 – –
OCPWS
519
One Charles Private Wealth Services
Massachusetts
$280K 1,099 – –
PG
520
Patten Group
Tennessee
$276K 1,085 – –
PRA
521
Pine Ridge Advisers
New York
$276K 1,083 – –
NEWAS
522
N.E.W. Advisory Services
Wisconsin
$274K 1,077 -263 -20%
MA
523
MONECO Advisors
Connecticut
$274K 1,076 +2 +0.2%
ACA
524
Aptus Capital Advisors
Alabama
$273K 1,071 -90 -8%
FF
525
Fluent Financial
Texas
$271K 1,063 +18 +2%
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