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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 %
ATPW
501
Ashton Thomas Private Wealth
Arizona
$320K 1,304 -49 -4%
WPA
502
West Paces Advisors
Georgia
$314K 1,282 -4 -0.3%
OWA
503
Outlook Wealth Advisors
Texas
$312K 1,273 – –
SCM
504
Sebold Capital Management
Illinois
$310K 1,267 -26 -2%
RSWM
505
Robertson Stephens Wealth Management
California
$300K 1,218 – –
AI
506
Auour Investments
Massachusetts
$299K 1,208 – –
CWM
507
Connecticut Wealth Management
Connecticut
$298K 1,218 – –
SCM
508
SOL Capital Management
Maryland
$297K 1,210 -107 -8%
CAMG
509
CWA Asset Management Group
Florida
$297K 1,210 – –
FHA
510
Flagship Harbor Advisors
Massachusetts
$295K 1,202 – –
SCM
511
Sterneck Capital Management
Missouri
$294K 1,201 – –
PTC
512
Private Trust Company
Ohio
$294K 1,200 – –
AF
513
Apexium Financial
Texas
$290K 1,178 – –
SWM
514
Shakespeare Wealth Management
Wisconsin
$289K 1,178 -27 -2%
WCWM
515
Willow Creek Wealth Management
California
$284K 1,159 – –
CAM
516
Cubic Asset Management
Massachusetts
$281K 1,145 – –
PL
517
Plancorp LLC
Missouri
$280K 1,144 – –
AssetMark Inc
518
AssetMark Inc
California
$274K 1,119 -15,570 -93%
RWP
519
Revolve Wealth Partners
New Jersey
$271K 1,106 – –
Financial Engines Advisors
520
Financial Engines Advisors
California
$271K 1,101 +261 +31%
FRA
521
Frank Rimerman Advisors
California
$271K 1,105 – –
GWA
522
GGM Wealth Advisors
Maryland
$271K 1,100 – –
JJBC
523
James J. Burns & Company
New York
$270K 1,100 – –
PRA
524
Pine Ridge Advisers
New York
$265K 1,083 – –
NEWAS
525
N.E.W. Advisory Services
Wisconsin
$264K 1,077 – –
19 20
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