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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 %
AWM
626
Apollon Wealth Management
South Carolina
$213K 779 +779 New
SPFA
627
Summit Place Financial Advisors
New Jersey
$212K 775 +775 New
T. Rowe Price Associates
628
T. Rowe Price Associates
Maryland
$210K 764 +764 New
BBW
629
Blue Barn Wealth
Utah
$209K 765 +765 New
Thrivent Financial for Lutherans
630
Thrivent Financial for Lutherans
Minnesota
$209K 765 +765 New
GI
631
Gradient Investments
Minnesota
$209K 763 +763 New
CASB
632
Cape Ann Savings Bank
Massachusetts
$209K 755 +755 New
AIM
633
Anchor Investment Management
South Carolina
$207K 755 +587 +349%
SC
634
Sapient Capital
Indiana
$207K 755 +755 New
GSAM
635
Grant Street Asset Management
Pennsylvania
$207K 754 +754 New
GI
636
GAMCO Investors
Connecticut
$205K 750 +750 New
RWB
637
RMR Wealth Builders
New Jersey
$205K 749 +749 New
PWMG
638
Private Wealth Management Group
New Jersey
$205K 748 +748 New
AFA
639
American Financial Advisors
Georgia
$203K 743 +743 New
SG
640
StoneX Group
New York
$202K 740 +740 New
IAG
641
Investmark Advisory Group
Connecticut
$201K 735 +735 New
AA
642
Auxano Advisors
Washington
$201K 734 +734 New
LWCFA
643
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$200K 725 – –
AIM
644
Acropolis Investment Management
Missouri
$192K 700 – –
SL
645
Salomon & Ludwin
Virginia
$188K 766 – –
TF
646
Tompkins Financial
New York
$180K 657 +65 +11%
NOI
647
Newton One Investments
Delaware
$174K 637 +5 +0.8%
SWM
648
Sugarloaf Wealth Management
Georgia
$174K 636 +5 +0.8%
PCFFS
649
Pacific Center for Financial Services
California
$172K 630 – –
SSB
650
Sandy Spring Bank
Maryland
$171K 624 – –
24 25
26
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