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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
PFG
626
Prosperity Financial Group
California
$214K +$200K +783 New
FFG
627
Frisch Financial Group
New York
$214K +$200K +783 New
AWM
628
Apollon Wealth Management
South Carolina
$213K +$199K +779 New
SPFA
629
Summit Place Financial Advisors
New Jersey
$212K +$198K +775 New
T. Rowe Price Associates
630
T. Rowe Price Associates
Maryland
$210K +$195K +764 New
BBW
631
Blue Barn Wealth
Utah
$209K +$195K +765 New
Thrivent Financial for Lutherans
632
Thrivent Financial for Lutherans
Minnesota
$209K +$195K +765 New
GI
633
Gradient Investments
Minnesota
$209K +$195K +763 New
CASB
634
Cape Ann Savings Bank
Massachusetts
$209K +$193K +755 New
AIM
635
Anchor Investment Management
South Carolina
$207K +$150K +587 +349%
SC
636
Sapient Capital
Indiana
$207K +$193K +755 New
GSAM
637
Grant Street Asset Management
Pennsylvania
$207K +$192K +754 New
GI
638
GAMCO Investors
Connecticut
$205K +$191K +750 New
RWB
639
RMR Wealth Builders
New Jersey
$205K +$191K +749 New
PWMG
640
Private Wealth Management Group
New Jersey
$205K +$191K +748 New
AFA
641
American Financial Advisors
Georgia
$203K +$189K +743 New
SG
642
StoneX Group
New York
$202K +$189K +740 New
IAG
643
Investmark Advisory Group
Connecticut
$201K +$187K +735 New
AA
644
Auxano Advisors
Washington
$201K +$187K +734 New
LWCFA
645
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$200K – – –
AIM
646
Acropolis Investment Management
Missouri
$192K – – –
SL
647
Salomon & Ludwin
Virginia
$188K – – –
TF
648
Tompkins Financial
New York
$180K +$16.6K +65 +11%
NOI
649
Newton One Investments
Delaware
$174K +$1.27K +5 +0.8%
SWM
650
Sugarloaf Wealth Management
Georgia
$174K +$1.27K +5 +0.8%
24 25
26
27 28

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.