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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 %
PO
651
Private Ocean
California
$168K 614 – –
GFL
652
Granite FO LLC
New Hampshire
$168K 612 – –
PMFA
653
Plante Moran Financial Advisors
Michigan
$166K 605 – –
DSC
654
Duncker Streett & Co
Missouri
$153K 560 – –
AFG
655
Albion Financial Group
Utah
$153K 558 – –
S
656
SignatureFD
Georgia
$152K 555 – –
MA
657
MCF Advisors
Kentucky
$151K 550 – –
TPCW
658
TD Private Client Wealth
New York
$145K 528 +528 New
SIC
659
Salem Investment Counselors
North Carolina
$142K 518 +60 +13%
GBT
660
Grove Bank & Trust
Florida
$141K 515 – –
BNP Paribas Financial Markets
661
BNP Paribas Financial Markets
France
$140K 512 – –
ACA
662
Aptus Capital Advisors
Alabama
$138K 503 -198 -28%
PFM
663
Phillips Financial Management
Indiana
$134K 489 – –
PAI
664
Pittenger & Anderson Inc
Nebraska
$123K 450 -70 -13%
RDFA
665
Ritter Daniher Financial Advisory
Ohio
$119K 435 +435 New
KFI
666
Key Financial Inc
Pennsylvania
$118K 432 – –
HR
667
Howe & Rusling
New York
$116K 422 -21 -5%
PFBT
668
Parkside Financial Bank & Trust
Missouri
$115K 419 +2 +0.5%
PK
669
Pflug Koory
Nebraska
$114K 417 – –
TFGT
670
TS Financial Group (TSFG)
Illinois
$109K 400 – –
HFS
671
HBC Financial Services
Washington
$109K 400 +1 +0.3%
AWM
672
Abound Wealth Management
Tennessee
$106K 388 -29 -7%
AA
673
Addison Advisors
Vermont
$106K 386 -86 -18%
CWM
674
Cranbrook Wealth Management
Michigan
$103K 376 – –
WP
675
WealthShield Partners
North Carolina
$101K 369 – –
25 26
27
28 29