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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 %
DWA
701
Dougherty Wealth Advisers
Minnesota
$47.9K 175 – –
SOS
702
Silver Oak Securities
Tennessee
$46.1K 168 – –
LWANC
703
Laurel Wealth Advisors (North Carolina)
North Carolina
$45.2K 165 – –
SVCP
704
Silicon Valley Capital Partners
California
$44.9K 164 -33 -17%
T
705
Tidemark
California
$40.5K 148 +148 New
RIL
706
Rothschild Investment LLC
Illinois
$39.1K 143 +143 New
RFG
707
RFP Financial Group
Georgia
$38.5K 141 – –
APW
708
Atlantic Private Wealth
North Carolina
$37.7K 138 +1 +0.7%
JFA
709
JNBA Financial Advisors
Minnesota
$33.7K 123 – –
HWM
710
Horizons Wealth Management
North Carolina
$33.4K 122 – –
EWM
711
EPG Wealth Management
Georgia
$32.5K 115 – –
FCG
712
Financial Connections Group
California
$32K 120 +120 New
POIA
713
Pin Oak Investment Advisors
Texas
$30K 111 – –
CPA
714
Cardiff Park Advisors
California
$29.4K 108 +1 +0.9%
FDCDDQ
715
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.4K 100 – –
MMG
716
Monetary Management Group
Missouri
$27.4K 100 – –
SS
717
Sunbelt Securities
Texas
$27.4K 100 – –
RCM
718
Rain Capital Management
Oregon
$27.2K 100 +1 +1%
NS
719
NBC Securities
Alabama
$27K 100 – –
WTA
720
Washington Trust Advisors
Massachusetts
$25.5K 93 – –
TSWM
721
Tyler-Stone Wealth Management
Ohio
$25.2K 92 – –
PPC
722
Park Place Capital
Alabama
$24.6K 90 – –
BCMLT
723
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.6K 88 – –
GPFA
724
Game Plan Financial Advisors
Ohio
$20.5K 75 +75 New
HGERS
725
Householder Group Estate & Retirement Specialist
Arizona
$20K 76 -21 -22%
27 28
29
30 31