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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 %
CAM
551
Campion Asset Management
Virginia
$233K 917 – –
WJWM
552
Williams Jones Wealth Management
New York
$232K 910 – –
LHC
553
Little House Capital
Massachusetts
$231K 906 +906 New
PFBT
554
Parkside Financial Bank & Trust
Missouri
$229K 900 +2 +0.2%
KWS
555
Keystone Wealth Services
California
$229K 899 – –
ST
556
Sabal Trust
Florida
$228K 895 – –
CIM
557
CIM Investment Management
Pennsylvania
$228K 894 -85 -9%
ACI
558
Alpha Cubed Investments
California
$228K 894 +15 +2%
PIFP
559
Partners in Financial Planning
Virginia
$227K 891 – –
GWSG
560
GPS Wealth Strategies Group
Colorado
$225K 885 +126 +17%
BFEC
561
Benjamin F. Edwards & Company
Missouri
$225K 886 – –
DT
562
Diversified Trust
Tennessee
$225K 882 +3 +0.3%
HI
563
Harbour Investments
Wisconsin
$224K 879 – –
AF
564
Advisornet Financial
Minnesota
$223K 876 – –
PCMF
565
Private Capital Management (Florida)
Florida
$222K 872 – –
RAG
566
RIA Advisory Group
Iowa
$218K 855 -86 -9%
FBB
567
Fulton Breakefield Broenniman
Maryland
$218K 855 – –
Financial Engines Advisors
568
Financial Engines Advisors
California
$214K 840 +840 New
AIA
569
Arbor Investment Advisors
North Carolina
$206K 811 +811 New
WA
570
WBH Advisory
Maryland
$206K 810 +810 New
VPIM
571
Vanguard Personalized Indexing Management
California
$201K 790 +790 New
SWA
572
Sutton Wealth Advisors
Florida
$201K 788 – –
LWCFA
573
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$199K 782 +57 +8%
TCWA
574
Ten Capital Wealth Advisors
Washington
$188K 740 – –
OSAM
575
O'Shaughnessy Asset Management
Connecticut
$184K 724 – –
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