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iShares Russell 3000 ETF
IWV

Overview Fund Activity

681 hedge funds and large institutions have $6.2B invested in iShares Russell 3000 ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 225 reducing their positions, and 34 closing their positions.

Holders
681
Holders Change
+5
Holders Change %
+0.74%
% of All Funds
10.86%
Holding in Top 10
49
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.92%
% of All Funds
0.78%
New
48
Increased
137
Reduced
225
Closed
34
Calls
$14.7M
Puts
$3.58M
Net Calls
+$11.1M
Net Calls Change
-$273K

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$88.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$300M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$40M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$51.8M
5
PWA
5
Provenance Wealth Advisors
Florida
$23.6M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$3.75M
2
Ameriprise
2
Ameriprise
Minnesota
$124M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$114M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$15.1M
5
ACA
5
Affinity Capital Advisors
California
$2.31M
Name Market Value Shares Shares
Change 		Shares
Change %
MLA
676
MB, Levis & Associates
Pennsylvania
$6.31K 26 – –
NSIM
677
North Star Investment Management
Illinois
$4.66K 19 – –
NRC
678
New Republic Capital
North Carolina
$4.26K 17 – –
GKIM
679
GW&K Investment Management
Massachusetts
$3K 14 – –
FP
680
Financial Perspectives
Minnesota
$2.21K 9 +9 New
NRG
681
Nemes Rush Group
Michigan
$981 4 -6 -60%
AF
682
Allworth Financial
California
$981 4 +4 New
LCOV
683
London Company of Virginia
Virginia
$735 3 -30 -91%
Jane Street
684
Jane Street
New York
– – -18,269 Closed
WCG
685
Wall Capital Group
Arizona
– – -15,337 Closed
V
686
Veritable
Delaware
– – -12,905 Closed
SI
687
Saxon Interests
Texas
– – -8,632 Closed
TA
688
Tactive Advisors
Florida
– – -7,751 Closed
MFP
689
Meridian Financial Partners
Virginia
– – -7,473 Closed
FTUS
690
Flow Traders U.S.
New York
– – -6,378 Closed
RDWM
691
Red Door Wealth Management
Tennessee
– – -4,104 Closed
SBH
692
Segall Bryant & Hamill
Illinois
– – -4,045 Closed
TRCT
693
Tower Research Capital (TRC)
New York
– – -2,971 Closed
BOH
694
Bank of Hawaii
Hawaii
– – -2,684 Closed
CAC
695
Certified Advisory Corp
Florida
– – -2,238 Closed
GP
696
Girard Partners
Pennsylvania
– – -1,680 Closed
MSS
697
Mitchell Sinkler & Starr
Pennsylvania
– – -1,500 Closed
MG
698
Mather Group
Illinois
– – -1,403 Closed
SIA
699
Schechter Investment Advisors
Michigan
– – -1,392 Closed
YIH
700
Y-Intercept (HK)
Hong Kong
– – -1,368 Closed
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