IWV icon

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 %
PPC
651
Park Place Capital
Alabama
$22.9K 90 – –
BCMLT
652
Beacon Capital Management LLC (Tennessee)
Tennessee
$22.4K 88 – –
CWM
653
CarsonAllaria Wealth Management
Illinois
$20.1K 79 +79 New
FCA
654
FinTrust Capital Advisors
South Carolina
$19.6K 89 – –
CMP
655
Coston McIsaac & Partners
Maine
$15K 59 – –
BWM
656
Baystate Wealth Management
Massachusetts
$14.3K 56 – –
NIC
657
Northwest Investment Counselors
Oregon
$13.5K 53 – –
Simplex Trading
658
Simplex Trading
Illinois
$13K 55 -961 -95%
AWM
659
Avior Wealth Management
Nebraska
$12.7K 50 – –
CB
660
CNB Bank
Pennsylvania
$12.7K 50 – –
OA
661
Operose Advisors
Wisconsin
$12.5K 49 – –
GWS
662
Glassman Wealth Services
Virginia
$12.4K 49 – –
TC
663
Trust Company
Kansas
$12K 47 -1 -2%
CB
664
Centennial Bank
Arkansas
$12K 47 – –
AIM
665
Anchor Investment Management
South Carolina
$11K 43 -4 -9%
National Bank of Canada
666
National Bank of Canada
Quebec, Canada
$10.9K 43 – –
TWM
667
Tradition Wealth Management
Minnesota
$10K 38 – –
RG
668
Retirement Group
California
$9.67K 38 – –
LCOV
669
London Company of Virginia
Virginia
$8.4K 33 +33 New
FA
670
Faithward Advisors
Pennsylvania
$6.91K 27 +27 New
CFFP
671
Center for Financial Planning
Michigan
$6.62K 26 – –
MLA
672
MB, Levis & Associates
Pennsylvania
$6.56K 26 – –
NSIM
673
North Star Investment Management
Illinois
$4.84K 19 – –
NRC
674
New Republic Capital
North Carolina
$4.43K 17 – –
GKIM
675
GW&K Investment Management
Massachusetts
$4K 14 +5 +56%
25 26
27
28 29