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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 %
DI
676
Disciplined Investments
Oklahoma
$3.05K 12 – –
NRG
677
Nemes Rush Group
Michigan
$2.55K 10 +10 New
FGAM
678
Financial Gravity Asset Management
Texas
$258 1,013 – –
WC
679
Wealth CMT
New Jersey
– – -92,259 Closed
PI
680
Parkside Investments
Illinois
– – -35,625 Closed
DBT
681
Dubuque Bank & Trust
Iowa
– – -12,408 Closed
PWM
682
PRW Wealth Management
Massachusetts
– – -10,675 Closed
SPP
683
Single Point Partners
Massachusetts
– – -10,456 Closed
SA
684
SL Advisors
New Jersey
– – -8,682 Closed
SFS
685
Sowell Financial Services
Arkansas
– – -6,125 Closed
PFO
686
Pathstone Family Office
New Jersey
– – -6,108 Closed
CCMG
687
Clark Capital Management Group
Pennsylvania
– – -5,260 Closed
EWM
688
Empirical Wealth Management
Washington
– – -4,828 Closed
IA
689
IFG Advisory
Georgia
– – -3,887 Closed
BAM
690
Belpointe Asset Management
Nevada
– – -2,975 Closed
SOS
691
Silver Oak Securities
Tennessee
– – -2,599 Closed
HBT
692
Hills Bank & Trust
Iowa
– – -2,386 Closed
HFRG
693
Houlihan Financial Resource Group
Virginia
– – -2,324 Closed
SC
694
Scotia Capital
Ontario, Canada
– – -2,161 Closed
JIR
695
James Investment Research
Ohio
– – -1,795 Closed
FAG
696
Fortitude Advisory Group
Washington
– – -1,609 Closed
KIA
697
KCM Investment Advisors
California
– – -1,219 Closed
AWM
698
Apollon Wealth Management
South Carolina
– – -1,059 Closed
GA
699
Greenspring Advisors
Maryland
– – -1,023 Closed
DFC
700
DBK Financial Counsel
Ohio
– – -979 Closed
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