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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
Morgan Stanley
New York
$691M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$259M
3
BlackRock
BlackRock
New York
$201M
4
HighTower Advisors
HighTower Advisors
Illinois
$84.8M
5
NRA
NSI Retail Advisors
Pennsylvania
$25.6M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
$52.8M
2
SEM
Strategic Equity Management
Arizona
$4.01M
3
SF
Synovus Financial
Georgia
$1.82M
4
CA
Clearstead Advisors
Ohio
$24.5M
5
FWIA
Fort Washington Investment Advisors
Ohio
$2.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
WHG
501
Westwood Holdings Group
Texas
$426K +$426K +1,557 New
SFS
502
Summit Financial Strategies
Ohio
$424K – – –
CWM
503
Congress Wealth Management
Massachusetts
$422K -$649K -2,368 -61%
PRWA
504
Platte River Wealth Advisors
Colorado
$422K – – –
RIA
505
Realta Investment Advisors
Delaware
$421K -$54.2K -198 -11%
Millennium Management
506
Millennium Management
New York
$421K -$588K -2,149 -58%
QCG
507
Quadrant Capital Group
Ohio
$420K +$48.2K +176 +13%
FFA
508
Farther Finance Advisors
California
$411K – – –
MSS
509
Mitchell Sinkler & Starr
Pennsylvania
$411K +$411K +1,500 New
MWA
510
Midland Wealth Advisors
Illinois
$410K +$410K +1,498 New
EAM
511
Evanson Asset Management
California
$408K – – –
BCWM
512
Bartlett & Co Wealth Management
Ohio
$405K – – –
BC
513
Bartlett & Co
Ohio
$405K – – –
AWM
514
Accurate Wealth Management
Florida
$392K – – –
CWM
515
Core Wealth Management
Florida
$385K – – –
FAIM
516
Financial Advocates Investment Management
Washington
$385K +$5.48K +20 +1%
JFGIW
517
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$385K -$2.13M -7,789 -85%
HTC
518
Haverford Trust Company
Pennsylvania
$383K – – –
CNB
519
Camden National Bank
Maine
$380K – – –
EIA
520
Eldridge Investment Advisors
New Hampshire
$379K -$11K -40 -3%
DT
521
Diversified Trust
Tennessee
$375K -$274 -1 -0.1%
RCAG
522
Rehmann Capital Advisory Group
Michigan
$373K -$226K -827 -38%
LSA
523
Lion Street Advisors
Texas
$370K +$123K +450 +50%
SPIA
524
Steward Partners Investment Advisory
New York
$368K – – –
ATPW
525
Ashton Thomas Private Wealth
Arizona
$364K +$6.57K +24 +2%
19 20
21
22 23