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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 %
GRP
551
Global Retirement Partners
California
$228K 939 -22 -2%
CAM
552
Campion Asset Management
Virginia
$226K 922 +5 +0.5%
PFWA
553
Paces Ferry Wealth Advisors
Georgia
$226K 920 -7 -0.8%
TNB
554
Thomasville National Bank
Georgia
$225K 919 – –
WDL
555
Well Done LLC
Michigan
$224K 914 +914 New
WJWM
556
Williams Jones Wealth Management
New York
$223K 910 – –
LHC
557
Little House Capital
Massachusetts
$223K 909 +3 +0.3%
LSA
558
Lion Street Advisors
Texas
$221K 900 +900 New
KWS
559
Keystone Wealth Services
California
$220K 899 – –
ST
560
Sabal Trust
Florida
$219K 895 – –
PIFP
561
Partners in Financial Planning
Virginia
$218K 891 – –
ACI
562
Alpha Cubed Investments
California
$218K 890 -4 -0.4%
GWSG
563
GPS Wealth Strategies Group
Colorado
$217K 885 – –
HI
564
Harbour Investments
Wisconsin
$215K 879 – –
AF
565
Advisornet Financial
Minnesota
$215K 876 – –
PCMF
566
Private Capital Management (Florida)
Florida
$214K 872 – –
FA
567
Fermata Advisors
California
$213K 869 +869 New
FCAS
568
First Command Advisory Services
Texas
$212K 867 +867 New
LFAS
569
Level Four Advisory Services
Texas
$212K 865 -125 -13%
CIM
570
CIM Investment Management
Pennsylvania
$211K 859 -35 -4%
FBB
571
Fulton Breakefield Broenniman
Maryland
$210K 855 – –
RAG
572
RIA Advisory Group
Iowa
$208K 851 -4 -0.5%
BFEC
573
Benjamin F. Edwards & Company
Missouri
$206K 842 -44 -5%
VCM
574
Versant Capital Management
Arizona
$200K 817 +817 New
SWA
575
Sutton Wealth Advisors
Florida
$193K 788 – –
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