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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 %
RRCM
576
Rappaport Reiches Capital Management
Illinois
$282K 1,030 -41 -4%
APP
577
Avantax Planning Partners
Iowa
$281K 1,026 +7 +0.7%
NEWAS
578
N.E.W. Advisory Services
Wisconsin
$280K 1,024 -53 -5%
GA
579
GSG Advisors
New Jersey
$280K 1,040 +1,040 New
CCG
580
Capital CS Group
California
$279K 1,018 +1,018 New
WLPWM
581
Walled Lake Planning & Wealth Management
Illinois
$278K 1,014 +28 +3%
AA
582
AlphaMark Advisors
Kentucky
$277K 1,013 +1,013 New
BFO
583
Biltmore Family Office
North Carolina
$275K 1,005 – –
LA
584
LM Advisors
California
$274K 1,001 +1,001 New
WMA
585
Wealth Management Associates
New Jersey
$274K 1,000 – –
CAWM
586
Capital Advisors Wealth Management
Washington
$274K 1,000 – –
KJHP
587
K.J. Harrison & Partners
Ontario, Canada
$271K 989 +989 New
LCGC
588
Legacy Capital Group California
California
$270K 987 – –
JC
589
Jacobs & Co
California
$268K 982 – –
Members Trust
590
Members Trust
Florida
$268K 975 – –
IA
591
IFP Advisors
Florida
$262K 958 – –
GRP
592
Global Retirement Partners
California
$262K 962 +23 +2%
AFG
593
Altiora Financial Group
Ohio
$261K 954 +4 +0.4%
AIM
594
AHL Investment Management
Florida
$256K 937 -101 -10%
MBI
595
May Barnhard Investments
Maryland
$256K 936 +936 New
LHC
596
Little House Capital
Massachusetts
$254K 929 +20 +2%
RIS
597
Retirement Income Solutions
Michigan
$253K 924 +924 New
TNB
598
Thomasville National Bank
Georgia
$252K 919 – –
KWS
599
Keystone Wealth Services
California
$246K 899 – –
GWSG
600
GPS Wealth Strategies Group
Colorado
$245K 896 +11 +1%
22 23
24
25 26