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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
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$79.5M
4
BlackRock
4
BlackRock
New York
$201M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$84.8M

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 %
CAM
551
Cubic Asset Management
Massachusetts
$313K 1,145 – –
EWM
552
Empirical Wealth Management
Washington
$313K 1,143 +1,143 New
USB
553
Union Savings Bank
Connecticut
$312K 1,138 -968 -46%
SCM
554
Sebold Capital Management
Illinois
$311K 1,137 -130 -10%
LFAS
555
Level Four Advisory Services
Texas
$309K 1,130 +265 +31%
SC
556
Syon Capital
California
$307K 1,122 +1,122 New
GWA
557
GGM Wealth Advisors
Maryland
$307K 1,100 – –
RW
558
REDW Wealth
New Mexico
$304K 1,112 -340 -23%
KP
559
Keel Point
Alabama
$303K 1,106 -392 -26%
RWP
560
Revolve Wealth Partners
New Jersey
$303K 1,106 – –
FRA
561
Frank Rimerman Advisors
California
$302K 1,105 – –
JJBC
562
James J. Burns & Company
New York
$301K 1,100 – –
LFA
563
Lauterbach Financial Advisors
Texas
$300K 1,094 +1,094 New
PL
564
Parthenon LLC
Kentucky
$299K 1,094 +1,094 New
PL
565
Plancorp LLC
Missouri
$297K 1,086 -58 -5%
HI
566
Harbour Investments
Wisconsin
$297K 1,083 +204 +23%
PRA
567
Pine Ridge Advisers
New York
$296K 1,083 – –
MA
568
MONECO Advisors
Connecticut
$296K 1,080 +4 +0.4%
OC
569
Oppenheimer & Co
New York
$295K 1,076 +1,076 New
OIA
570
OneDigital Investment Advisors
Kansas
$294K 1,074 – –
PG
571
Patten Group
Tennessee
$293K 1,070 – –
PIA
572
Perennial Investment Advisors
California
$293K 1,069 +1 +0.1%
RWM
573
Rockwood Wealth Management
Pennsylvania
$284K 1,037 – –
FF
574
Fluent Financial
Texas
$284K 1,036 -38 -4%
B
575
Bailard
California
$283K 1,032 -1,533 -60%
21 22
23
24 25