IWV icon

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.

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
1
Morgan Stanley
New York
$691M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$259M
3
BlackRock
3
BlackRock
New York
$201M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$84.8M
5
CA
5
CSM Advisors
Pennsylvania
$25.6M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$52.8M
2
SEM
2
Strategic Equity Management
Arizona
$4.01M
3
SF
3
Synovus Financial
Georgia
$1.82M
4
CA
4
Clearstead Advisors
Ohio
$24.5M
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$2.58M
Name Market Value Shares Shares
Change 		Shares
Change %
HSA
526
HBK Sorce Advisory
Pennsylvania
$363K 1,327 -279 -17%
MWM
527
Meridian Wealth Management
Kentucky
$362K 1,321 -1,321 -50%
DIA
528
Davidson Investment Advisors
Montana
$362K 1,321 +296 +29%
RMCM
529
Reynders McVeigh Capital Management
Massachusetts
$356K 1,301 -150 -10%
GC
530
Gould Capital
Washington
$356K 1,299 -19 -1%
SA
531
Strategic Advocates
Utah
$353K 1,290 -668 -34%
WPA
532
West Paces Advisors
Georgia
$351K 1,282 – –
OWA
533
Outlook Wealth Advisors
Texas
$348K 1,273 – –
GSEP
534
Golden State Equity Partners
California
$347K 1,269 +1,269 New
DA
535
DCM Advisors
New York
$344K 1,255 +1,255 New
AI
536
Auour Investments
Massachusetts
$336K 1,208 – –
RSWM
537
Robertson Stephens Wealth Management
California
$333K 1,218 – –
CWM
538
Connecticut Wealth Management
Connecticut
$332K 1,214 -4 -0.3%
CAMG
539
CWA Asset Management Group
Florida
$331K 1,210 – –
SCM
540
SOL Capital Management
Maryland
$331K 1,210 – –
SCM
541
Sterneck Capital Management
Missouri
$329K 1,201 – –
PTC
542
Private Trust Company
Ohio
$328K 1,200 – –
AF
543
Apexium Financial
Texas
$324K 1,185 +7 +0.6%
SWM
544
Shakespeare Wealth Management
Wisconsin
$323K 1,179 +1 +0.1%
FHA
545
Flagship Harbor Advisors
Massachusetts
$322K 1,178 -24 -2%
PJSIMP
546
P.J. Schmidt Investment Management (PJS)
Wisconsin
$321K 1,150 -350 -23%
MGWM
547
Marks Group Wealth Management
Minnesota
$318K 1,160 +1,160 New
WCWM
548
Willow Creek Wealth Management
California
$317K 1,159 – –
MAP
549
Moody Aldrich Partners
Massachusetts
$316K 1,155 +1,155 New
Financial Engines Advisors
550
Financial Engines Advisors
California
$314K 1,148 +47 +4%
20 21
22
23 24