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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 %
DWA
626
Dougherty Wealth Advisers
Minnesota
$44.5K 175 – –
LWANC
627
Laurel Wealth Advisors (North Carolina)
North Carolina
$42K 165 – –
HS
628
Horan Securities
United States
$42K 165 – –
OP
629
ORG Partners
Indiana
$39K 152 +152 New
TF
630
Tompkins Financial
New York
$38.2K 150 – –
MFC
631
Morris Financial Concepts
South Carolina
$36.2K 142 – –
RFG
632
RFP Financial Group
Georgia
$35.8K 141 -5 -3%
MCM
633
McMillion Capital Management
North Carolina
$34.9K 137 +137 New
APW
634
Atlantic Private Wealth
North Carolina
$34.8K 137 +1 +0.7%
JFA
635
JNBA Financial Advisors
Minnesota
$31.4K 123 – –
HWM
636
Horizons Wealth Management
North Carolina
$31K 122 – –
LWP
637
Lumature Wealth Partners
Georgia
$30.3K 119 – –
FCG
638
Financial Connections Group
California
$30K 120 – –
EWM
639
EPG Wealth Management
Georgia
$29.3K 115 – –
POIA
640
Pin Oak Investment Advisors
Texas
$28K 111 – –
CPA
641
Cardiff Park Advisors
California
$27.1K 107 +1 +0.9%
BWL
642
Bogart Wealth LLC
Virginia
$26.2K 103 – –
SS
643
Sunbelt Securities
Texas
$25.4K 100 -222 -69%
FDCDDQ
644
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.4K 100 – –
KTC
645
Kistler-Tiffany Companies
Pennsylvania
$25.4K 100 – –
MMG
646
Monetary Management Group
Missouri
$25.4K 100 – –
RCM
647
Rain Capital Management
Oregon
$25.1K 99 +1 +1%
WTA
648
Washington Trust Advisors
Massachusetts
$23.7K 93 – –
TSWM
649
Tyler-Stone Wealth Management
Ohio
$23K 92 +92 New
BTI
650
Blue Trust Inc
Georgia
$23K 98 +98 New
24 25
26
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