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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 %
Wealth Enhancement Advisory Services
526
Wealth Enhancement Advisory Services
Minnesota
$270K 1,063 +2 +0.2%
VWA
527
V Wealth Advisors
Kansas
$268K 1,052 – –
AIM
528
AHL Investment Management
Florida
$264K 1,038 -64 -6%
RWM
529
Rockwood Wealth Management
Pennsylvania
$264K 1,037 – –
DIA
530
Davidson Investment Advisors
Montana
$261K 1,025 – –
CWM
531
Congress Wealth Management
Massachusetts
$258K 1,015 – –
BFO
532
Biltmore Family Office
North Carolina
$256K 1,005 – –
WMA
533
Wealth Management Associates
New Jersey
$254K 1,000 – –
CAWM
534
Capital Advisors Wealth Management
Washington
$254K 1,000 – –
APP
535
Avantax Planning Partners
Iowa
$254K 999 +3 +0.3%
LFAS
536
Level Four Advisory Services
Texas
$252K 990 -22 -2%
LCGC
537
Legacy Capital Group California
California
$251K 987 – –
KJHP
538
K.J. Harrison & Partners
Ontario, Canada
$251K 989 – –
WLPWM
539
Walled Lake Planning & Wealth Management
Illinois
$250K 982 +9 +0.9%
JC
540
Jacobs & Co
California
$249K 982 – –
Members Trust
541
Members Trust
Florida
$248K 975 +975 New
CF
542
Corrigan Financial
Rhode Island
$248K 974 +2 +0.2%
FCB
543
First Command Bank
Texas
$246K 967 -34 -3%
FCFS
544
First Command Financial Services
Texas
$246K 967 -34 -3%
GRP
545
Global Retirement Partners
California
$245K 961 +653 +212%
IA
546
IFP Advisors
Florida
$244K 958 -535 -36%
LRIA
547
Leonard Rickey Investment Advisors
Washington
$241K 947 – –
PIM
548
Penobscot Investment Management
Massachusetts
$240K 943 – –
PFWA
549
Paces Ferry Wealth Advisors
Georgia
$236K 927 +2 +0.2%
TNB
550
Thomasville National Bank
Georgia
$234K 919 – –
20 21
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