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iShares Russell 3000 ETF
IWV

755 hedge funds and large institutions have $7.51B invested in iShares Russell 3000 ETF in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 208 increasing their positions, 227 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

416% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $3.17M

382% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 22

21% more capital invested

Capital invested by funds: $6.21B → $7.51B (+$1.3B)

12% more funds holding in top 10

Funds holding in top 10: 49 → 55 (+6)

11% more funds holding

Funds holding: 682 → 755 (+73)

3.33% more ownership

Funds ownership: 56.69% → 60.02% (+3.3%)

8% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 227

Holders
755
Holders Change
+73
Holders Change %
+10.7%
% of All Funds
11.01%
Holding in Top 10
55
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.24%
% of All Funds
0.8%
New
106
Increased
208
Reduced
227
Closed
22
Calls
$16.4M
Puts
$3.17M
Net Calls
+$13.2M
Net Calls Change
+$2.07M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$332M
2
JP Morgan Chase
JP Morgan Chase
New York
+$175M
3
BlackRock
BlackRock
New York
+$45.1M
4
HighTower Advisors
HighTower Advisors
Illinois
+$25.1M
5
CA
CSM Advisors
Pennsylvania
+$23.8M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$87.2M
2
SEM
Strategic Equity Management
Arizona
-$34.6M
3
SF
Synovus Financial
Georgia
-$25.2M
4
CA
Clearstead Advisors
Ohio
-$23M
5
FWIA
Fort Washington Investment Advisors
Ohio
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
701
Parallel Advisors
California
$48.2K – – –
DWA
702
Dougherty Wealth Advisers
Minnesota
$47.9K – – –
M
703
MOTCO
Texas
$47.9K – – –
SOS
704
Silver Oak Securities
Tennessee
$46.1K – – –
LWANC
705
Laurel Wealth Advisors (North Carolina)
North Carolina
$45.2K – – –
SVCP
706
Silicon Valley Capital Partners
California
$44.9K -$8.41K -33 -17%
T
707
Tidemark
California
$40.5K +$37.7K +148 New
RIL
708
Rothschild Investment LLC
Illinois
$39.1K +$36.5K +143 New
RFG
709
RFP Financial Group
Georgia
$38.5K – – –
APW
710
Atlantic Private Wealth
North Carolina
$37.7K +$255 +1 +0.7%
JFA
711
JNBA Financial Advisors
Minnesota
$33.7K – – –
HWM
712
Horizons Wealth Management
North Carolina
$33.4K – – –
EWM
713
EPG Wealth Management
Georgia
$32.5K – – –
FCG
714
Financial Connections Group
California
$32K +$30.6K +120 New
POIA
715
Pin Oak Investment Advisors
Texas
$30K – – –
CPA
716
Cardiff Park Advisors
California
$29.4K +$255 +1 +0.9%
FDCDDQ
717
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.4K – – –
MMG
718
Monetary Management Group
Missouri
$27.4K – – –
SS
719
Sunbelt Securities
Texas
$27.4K – – –
RCM
720
Rain Capital Management
Oregon
$27.2K +$255 +1 +1%
NS
721
NBC Securities
Alabama
$27K – – –
WTA
722
Washington Trust Advisors
Massachusetts
$25.5K – – –
TSWM
723
Tyler-Stone Wealth Management
Ohio
$25.2K – – –
PPC
724
Park Place Capital
Alabama
$24.6K – – –
BCMLT
725
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.6K – – –
27 28
29
30 31

IWV Hedge Fund Activity: Q4 2023 in Review

755 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q4 2023, worth a combined $7.51B — up 21% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new IWV positions and 22 closed out — a net gain of 84 holders — while 208 added to existing stakes and 227 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $332M. The largest seller was Corient Private Wealth, cutting an estimated $87.2M.

  • 755 institutional investors held iShares Russell 3000 ETF (IWV) as of Q4 2023, up from 682 in Q3 2023.
  • Funds reported $7.51B of iShares Russell 3000 ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 106 funds opened new iShares Russell 3000 ETF positions in Q4 2023 and 22 closed out, a net change of +84 holders.
  • The largest iShares Russell 3000 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $332M added.
  • The largest iShares Russell 3000 ETF seller in Q4 2023 was Corient Private Wealth, an estimated $87.2M sold.

Based on aggregated 13F filings for Q4 2023.