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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 %
AIM
576
Acropolis Investment Management
Missouri
$178K 700 – –
HR
577
Howe & Rusling
New York
$166K 654 -1,827 -74%
NOI
578
Newton One Investments
Delaware
$161K 632 +1 +0.2%
SWM
579
Sugarloaf Wealth Management
Georgia
$161K 631 +2 +0.3%
PCFFS
580
Pacific Center for Financial Services
California
$160K 630 – –
SSB
581
Sandy Spring Bank
Maryland
$159K 624 – –
PO
582
Private Ocean
California
$156K 614 -19 -3%
GFL
583
Granite FO LLC
New Hampshire
$156K 612 – –
PMFA
584
Plante Moran Financial Advisors
Michigan
$154K 605 -89 -13%
DSC
585
Duncker Streett & Co
Missouri
$143K 560 +320 +133%
AFG
586
Albion Financial Group
Utah
$142K 558 – –
S
587
SignatureFD
Georgia
$141K 555 – –
MA
588
MCF Advisors
Kentucky
$140K 550 – –
PFM
589
Phillips Financial Management
Indiana
$139K 546 – –
GBT
590
Grove Bank & Trust
Florida
$131K 515 – –
BNP Paribas Financial Markets
591
BNP Paribas Financial Markets
France
$130K 512 – –
SC
592
SouthState Corp
Florida
$129K 505 – –
HPIA
593
Hamilton Point Investment Advisors
North Carolina
$127K 500 +500 New
AA
594
Addison Advisors
Vermont
$120K 472 – –
VNIM
595
Vaughan Nelson Investment Management
Texas
$112K 440 +100 +29%
KFI
596
Key Financial Inc
Pennsylvania
$110K 432 – –
PK
597
Pflug Koory
Nebraska
$106K 417 -150 -26%
AWM
598
Abound Wealth Management
Tennessee
$106K 417 +1 +0.2%
BAAM
599
Baker Avenue Asset Management
California
$103K 405 – –
TFGT
600
TS Financial Group (TSFG)
Illinois
$102K 400 – –
22 23
24
25 26