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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
KWS
601
Keystone Wealth Services
California
$246K – – –
GWSG
602
GPS Wealth Strategies Group
Colorado
$245K +$2.81K +11 +1%
KWM
603
Kingsview Wealth Management
Oregon
$245K -$10.7K -42 -4%
MFIM
604
Mesirow Financial Investment Management
Illinois
$245K +$228K +895 New
ST
605
Sabal Trust
Florida
$245K – – –
PIFP
606
Partners in Financial Planning
Virginia
$244K – – –
ACI
607
Alpha Cubed Investments
California
$244K – – –
CAM
608
Campion Asset Management
Virginia
$242K -$9.94K -39 -4%
AF
609
Advisornet Financial
Minnesota
$242K +$1.78K +7 +0.8%
PAS
610
Park Avenue Securities
New York
$241K +$225K +881 New
PCMF
611
Private Capital Management (Florida)
Florida
$239K – – –
1CP
612
17 Capital Partners
Arizona
$238K +$222K +869 New
FCAS
613
First Command Advisory Services
Texas
$237K – – –
CIM
614
CIM Investment Management
Pennsylvania
$235K – – –
FBB
615
Fulton Breakefield Broenniman
Maryland
$234K – – –
SWPG
616
Strategic Wealth Partners Group
Illinois
$233K +$217K +850 New
OCPWS
617
One Charles Private Wealth Services
Massachusetts
$231K -$47.4K -186 -18%
WJWM
618
Williams Jones Wealth Management
New York
$229K -$19.1K -75 -8%
FA
619
Fermata Advisors
California
$228K -$9.18K -36 -4%
CG
620
CFO4Life Group
Texas
$226K +$210K +824 New
VCM
621
Versant Capital Management
Arizona
$224K – – –
AIA
622
Arbor Investment Advisors
North Carolina
$222K +$207K +811 New
CGPCS
623
Capital Group Private Client Services
California
$219K +$204K +800 New
Qube Research & Technologies (QRT)
624
Qube Research & Technologies (QRT)
United Kingdom
$219K -$36K -141 -15%
SWM
625
Silverlake Wealth Management
Vermont
$214K +$200K +783 New
23 24
25
26 27

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.