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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 %
WRTC
51
Wind River Trust Company
Wyoming
$31.7M 124,692 – –
PS
52
Portfolio Strategies
New York
$31.3M 122,815 -298 -0.2%
Franklin Resources
53
Franklin Resources
California
$31.2M 122,691 +1,149 +0.9%
HFS
54
Hantz Financial Services
Michigan
$29.1M 114,344 +224 +0.2%
HighTower Advisors
55
HighTower Advisors
Illinois
$28.2M 110,866 -4,817 -4%
TWM
56
Tanglewood Wealth Management
Texas
$27.8M 109,435 +30,800 +39%
CG
57
Caprock Group
Idaho
$25.7M 101,148 -1,504 -1%
US Bancorp
58
US Bancorp
Minnesota
$25.5M 100,180 -3,666 -4%
WPW
59
Waldron Private Wealth
Pennsylvania
$25.3M 99,577 -30 -0%
SFG
60
StrategIQ Financial Group
Indiana
$24.7M 97,247 – –
WA
61
Waverly Advisors
Alabama
$24.4M 95,916 -5,979 -6%
CAM
62
Cresset Asset Management
Illinois
$24.1M 94,667 +17,701 +23%
GDP
63
Great Diamond Partners
Maine
$23.9M 93,749 +939 +1%
BJL
64
Brighton Jones LLC
Washington
$23.8M 93,690 -5,501 -6%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$23.6M 92,795 -4,129 -4%
CA
66
Clearstead Advisors
Ohio
$23.3M 91,542 -191 -0.2%
HWM
67
HB Wealth Management
Georgia
$22.6M 88,718 +120 +0.1%
PAG
68
Private Advisor Group
New Jersey
$20.9M 79,577 +1,779 +2%
IC
69
IEQ Capital
California
$20.6M 80,777 +948 +1%
CWM
70
Campbell Wealth Management
Virginia
$20.3M 79,775 +2,130 +3%
SP
71
Stairway Partners
Illinois
$20.2M 79,406 -3,102 -4%
Allspring Global Investments
72
Allspring Global Investments
North Carolina
$20.2M 79,258 – –
FWIA
73
Fort Washington Investment Advisors
Ohio
$19M 74,769 -48 -0.1%
ACA
74
Affinity Capital Advisors
California
$18.6M 73,042 +48,117 +193%
NFG
75
Nations Financial Group
Iowa
$18M 70,898 +157 +0.2%
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