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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
SPIA
526
Steward Partners Investment Advisory
New York
$368K – – –
ATPW
527
Ashton Thomas Private Wealth
Arizona
$364K +$6.12K +24 +2%
HSA
528
HBK Sorce Advisory
Pennsylvania
$363K -$71.1K -279 -17%
MWM
529
Meridian Wealth Management
Kentucky
$362K -$337K -1,321 -50%
DIA
530
Davidson Investment Advisors
Montana
$362K +$75.5K +296 +29%
RMCM
531
Reynders McVeigh Capital Management
Massachusetts
$356K -$38.2K -150 -10%
GC
532
Gould Capital
Washington
$356K -$4.84K -19 -1%
SA
533
Strategic Advocates
Utah
$353K -$170K -668 -34%
WPA
534
West Paces Advisors
Georgia
$351K – – –
OWA
535
Outlook Wealth Advisors
Texas
$348K – – –
GSEP
536
Golden State Equity Partners
California
$347K +$324K +1,269 New
DA
537
DCM Advisors
New York
$344K +$320K +1,255 New
AI
538
Auour Investments
Massachusetts
$336K – – –
RSWM
539
Robertson Stephens Wealth Management
California
$333K – – –
CWM
540
Connecticut Wealth Management
Connecticut
$332K -$1.02K -4 -0.3%
CAMG
541
CWA Asset Management Group
Florida
$331K – – –
SCM
542
SOL Capital Management
Maryland
$331K – – –
SCM
543
Sterneck Capital Management
Missouri
$329K – – –
PTC
544
Private Trust Company
Ohio
$328K – – –
AF
545
Apexium Financial
Texas
$324K +$1.78K +7 +0.6%
SWM
546
Shakespeare Wealth Management
Wisconsin
$323K +$255 +1 +0.1%
FHA
547
Flagship Harbor Advisors
Massachusetts
$322K -$6.12K -24 -2%
PJSIMP
548
P.J. Schmidt Investment Management (PJS)
Wisconsin
$321K -$89.2K -350 -23%
MGWM
549
Marks Group Wealth Management
Minnesota
$318K +$296K +1,160 New
WCWM
550
Willow Creek Wealth Management
California
$317K – – –
20 21
22
23 24

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.