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iShares Russell 3000 ETF
IWV

755 hedge funds and large institutions have $7.51B invested in iShares Russell 3000 ETF in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 208 increasing their positions, 227 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

416% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $3.17M

382% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 22

21% more capital invested

Capital invested by funds: $6.21B → $7.51B (+$1.3B)

12% more funds holding in top 10

Funds holding in top 10: 49 → 55 (+6)

11% more funds holding

Funds holding: 682 → 755 (+73)

3.33% more ownership

Funds ownership: 56.69% → 60.02% (+3.3%)

8% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 227

Holders
755
Holders Change
+73
Holders Change %
+10.7%
% of All Funds
11.01%
Holding in Top 10
55
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.24%
% of All Funds
0.8%
New
106
Increased
208
Reduced
227
Closed
22
Calls
$16.4M
Puts
$3.17M
Net Calls
+$13.2M
Net Calls Change
+$2.07M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$332M
2
JP Morgan Chase
JP Morgan Chase
New York
+$175M
3
BlackRock
BlackRock
New York
+$45.1M
4
HighTower Advisors
HighTower Advisors
Illinois
+$25.1M
5
CA
CSM Advisors
Pennsylvania
+$23.8M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$87.2M
2
SEM
Strategic Equity Management
Arizona
-$34.6M
3
SF
Synovus Financial
Georgia
-$25.2M
4
CA
Clearstead Advisors
Ohio
-$23M
5
FWIA
Fort Washington Investment Advisors
Ohio
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCPWM
501
Bradley & Co Private Wealth Management
Florida
$426K – – –
LW
502
Linscomb Wealth
Texas
$426K -$765 -3 -0.2%
WHG
503
Westwood Holdings Group
Texas
$426K +$397K +1,557 New
SFS
504
Summit Financial Strategies
Ohio
$424K – – –
CWM
505
Congress Wealth Management
Massachusetts
$422K -$604K -2,368 -61%
PRWA
506
Platte River Wealth Advisors
Colorado
$422K – – –
RIA
507
Realta Investment Advisors
Delaware
$421K -$50.5K -198 -11%
Millennium Management
508
Millennium Management
New York
$421K -$548K -2,149 -58%
QCG
509
Quadrant Capital Group
Ohio
$420K +$44.9K +176 +13%
FFA
510
Farther Finance Advisors
California
$411K – – –
MSS
511
Mitchell Sinkler & Starr
Pennsylvania
$411K +$382K +1,500 New
MWA
512
Midland Wealth Advisors
Illinois
$410K +$382K +1,498 New
EAM
513
Evanson Asset Management
California
$408K – – –
BCWM
514
Bartlett & Co Wealth Management
Ohio
$405K – – –
BC
515
Bartlett & Co
Ohio
$405K – – –
AWM
516
Accurate Wealth Management
Florida
$392K – – –
CWM
517
Core Wealth Management
Florida
$385K – – –
FAIM
518
Financial Advocates Investment Management
Washington
$385K +$5.1K +20 +1%
JFGIW
519
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$385K -$1.99M -7,789 -85%
HTC
520
Haverford Trust Company
Pennsylvania
$383K – – –
CNB
521
Camden National Bank
Maine
$380K – – –
EIA
522
Eldridge Investment Advisors
New Hampshire
$379K -$10.2K -40 -3%
DT
523
Diversified Trust
Tennessee
$375K -$255 -1 -0.1%
RCAG
524
Rehmann Capital Advisory Group
Michigan
$373K -$211K -827 -38%
LSA
525
Lion Street Advisors
Texas
$370K +$115K +450 +50%
19 20
21
22 23

IWV Hedge Fund Activity: Q4 2023 in Review

755 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q4 2023, worth a combined $7.51B — up 21% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new IWV positions and 22 closed out — a net gain of 84 holders — while 208 added to existing stakes and 227 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $332M. The largest seller was Corient Private Wealth, cutting an estimated $87.2M.

  • 755 institutional investors held iShares Russell 3000 ETF (IWV) as of Q4 2023, up from 682 in Q3 2023.
  • Funds reported $7.51B of iShares Russell 3000 ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 106 funds opened new iShares Russell 3000 ETF positions in Q4 2023 and 22 closed out, a net change of +84 holders.
  • The largest iShares Russell 3000 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $332M added.
  • The largest iShares Russell 3000 ETF seller in Q4 2023 was Corient Private Wealth, an estimated $87.2M sold.

Based on aggregated 13F filings for Q4 2023.