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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
FF
576
Fluent Financial
Texas
$284K -$9.69K -38 -4%
B
577
Bailard
California
$283K -$391K -1,533 -60%
RRCM
578
Rappaport Reiches Capital Management
Illinois
$282K -$10.5K -41 -4%
APP
579
Avantax Planning Partners
Iowa
$281K +$1.78K +7 +0.7%
NEWAS
580
N.E.W. Advisory Services
Wisconsin
$280K -$13.5K -53 -5%
GA
581
GSG Advisors
New Jersey
$280K +$265K +1,040 New
CCG
582
Capital CS Group
California
$279K +$260K +1,018 New
WLPWM
583
Walled Lake Planning & Wealth Management
Illinois
$278K +$7.14K +28 +3%
AA
584
AlphaMark Advisors
Kentucky
$277K +$258K +1,013 New
BFO
585
Biltmore Family Office
North Carolina
$275K – – –
LA
586
LM Advisors
California
$274K +$255K +1,001 New
CAWM
587
Capital Advisors Wealth Management
Washington
$274K – – –
WMA
588
Wealth Management Associates
New Jersey
$274K – – –
KJHP
589
K.J. Harrison & Partners
Ontario, Canada
$271K +$252K +989 New
LCGC
590
Legacy Capital Group California
California
$270K – – –
JC
591
Jacobs & Co
California
$268K – – –
Members Trust
592
Members Trust
Florida
$268K – – –
IA
593
IFP Advisors
Florida
$262K – – –
GRP
594
Global Retirement Partners
California
$262K +$5.86K +23 +2%
AFG
595
Altiora Financial Group
Ohio
$261K +$1.02K +4 +0.4%
AIM
596
AHL Investment Management
Florida
$256K -$25.8K -101 -10%
MBI
597
May Barnhard Investments
Maryland
$256K +$239K +936 New
LHC
598
Little House Capital
Massachusetts
$254K +$5.1K +20 +2%
RIS
599
Retirement Income Solutions
Michigan
$253K +$236K +924 New
TNB
600
Thomasville National Bank
Georgia
$252K – – –
22 23
24
25 26

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.