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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 %
KWM
601
Kingsview Wealth Management
Oregon
$245K 896 -42 -4%
MFIM
602
Mesirow Financial Investment Management
Illinois
$245K 895 +895 New
ST
603
Sabal Trust
Florida
$245K 895 – –
PIFP
604
Partners in Financial Planning
Virginia
$244K 891 – –
ACI
605
Alpha Cubed Investments
California
$244K 890 – –
CAM
606
Campion Asset Management
Virginia
$242K 883 -39 -4%
AF
607
Advisornet Financial
Minnesota
$242K 883 +7 +0.8%
PAS
608
Park Avenue Securities
New York
$241K 881 +881 New
PCMF
609
Private Capital Management (Florida)
Florida
$239K 872 – –
1CP
610
17 Capital Partners
Arizona
$238K 869 +869 New
FCAS
611
First Command Advisory Services
Texas
$237K 867 – –
CIM
612
CIM Investment Management
Pennsylvania
$235K 859 – –
FBB
613
Fulton Breakefield Broenniman
Maryland
$234K 855 – –
SWPG
614
Strategic Wealth Partners Group
Illinois
$233K 850 +850 New
OCPWS
615
One Charles Private Wealth Services
Massachusetts
$231K 843 -186 -18%
WJWM
616
Williams Jones Wealth Management
New York
$229K 835 -75 -8%
FA
617
Fermata Advisors
California
$228K 833 -36 -4%
CG
618
CFO4Life Group
Texas
$226K 824 +824 New
VCM
619
Versant Capital Management
Arizona
$224K 817 – –
AIA
620
Arbor Investment Advisors
North Carolina
$222K 811 +811 New
CGPCS
621
Capital Group Private Client Services
California
$219K 800 +800 New
Qube Research & Technologies (QRT)
622
Qube Research & Technologies (QRT)
United Kingdom
$219K 799 -141 -15%
SWM
623
Silverlake Wealth Management
Vermont
$214K 783 +783 New
PFG
624
Prosperity Financial Group
California
$214K 783 +783 New
FFG
625
Frisch Financial Group
New York
$214K 783 +783 New
23 24
25
26 27