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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 %
MA
526
MONECO Advisors
Connecticut
$264K 1,076 – –
OIA
527
OneDigital Investment Advisors
Kansas
$263K 1,074 -71 -6%
FF
528
Fluent Financial
Texas
$263K 1,074 +11 +1%
RRCM
529
Rappaport Reiches Capital Management
Illinois
$262K 1,071 -59 -5%
PG
530
Patten Group
Tennessee
$262K 1,070 -15 -1%
TI
531
Trexquant Investment
Connecticut
$262K 1,069 -709 -40%
PIA
532
Perennial Investment Advisors
California
$262K 1,068 +1,068 New
AIM
533
AHL Investment Management
Florida
$254K 1,038 – –
RWM
534
Rockwood Wealth Management
Pennsylvania
$254K 1,037 – –
OCPWS
535
One Charles Private Wealth Services
Massachusetts
$252K 1,029 -70 -6%
DIA
536
Davidson Investment Advisors
Montana
$251K 1,025 – –
APP
537
Avantax Planning Partners
Iowa
$250K 1,019 +20 +2%
BFO
538
Biltmore Family Office
North Carolina
$247K 1,005 – –
WMA
539
Wealth Management Associates
New Jersey
$245K 1,000 – –
CAWM
540
Capital Advisors Wealth Management
Washington
$245K 1,000 – –
LCGC
541
Legacy Capital Group California
California
$242K 987 – –
WLPWM
542
Walled Lake Planning & Wealth Management
Illinois
$242K 986 +4 +0.4%
JC
543
Jacobs & Co
California
$240K 982 – –
Members Trust
544
Members Trust
Florida
$240K 975 – –
IA
545
IFP Advisors
Florida
$235K 958 – –
AFG
546
Altiora Financial Group
Ohio
$233K 950 -1,013 -52%
LRIA
547
Leonard Rickey Investment Advisors
Washington
$232K 947 – –
PIM
548
Penobscot Investment Management
Massachusetts
$231K 943 – –
Qube Research & Technologies (QRT)
549
Qube Research & Technologies (QRT)
United Kingdom
$230K 940 -32,307 -97%
KWM
550
Kingsview Wealth Management
Oregon
$230K 938 +938 New
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