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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 %
WRTC
51
Wind River Trust Company
Wyoming
$30.6M 124,692 – –
PS
52
Portfolio Strategies
New York
$30.1M 122,862 +47 +0%
HFS
53
Hantz Financial Services
Michigan
$27.9M 113,820 -524 -0.5%
SF
54
Synovus Financial
Georgia
$25.9M 105,588 -28,167 -21%
CG
55
Caprock Group
Idaho
$24.9M 101,148 – –
WPW
56
Waldron Private Wealth
Pennsylvania
$24.3M 98,768 -809 -0.8%
GU
57
Georgetown University
District of Columbia
$24.3M 99,047 -57,164 -37%
Allspring Global Investments
58
Allspring Global Investments
North Carolina
$23.8M 97,217 +17,959 +23%
SFG
59
StrategIQ Financial Group
Indiana
$23.8M 97,015 -232 -0.2%
PWA
60
Provenance Wealth Advisors
Florida
$23.6M 96,139 +96,139 New
BCM
61
Brookstone Capital Management
Illinois
$23.5M 96,604 +29,944 +45%
WA
62
Waverly Advisors
Alabama
$23.3M 95,114 -802 -0.8%
US Bancorp
63
US Bancorp
Minnesota
$23.3M 94,939 -5,241 -5%
CAM
64
Cresset Asset Management
Illinois
$23.2M 94,437 -230 -0.2%
GDP
65
Great Diamond Partners
Maine
$22.5M 91,619 -2,130 -2%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$22M 89,822 +35,393 +65%
BJL
67
Brighton Jones LLC
Washington
$22M 89,719 -3,971 -4%
HWM
68
HB Wealth Management
Georgia
$21.7M 88,545 -173 -0.2%
IC
69
IEQ Capital
California
$20.4M 83,278 +2,501 +3%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$20.2M 82,477 -10,318 -11%
Comerica Bank
71
Comerica Bank
Texas
$20.2M 82,321 +82,321 New
TWM
72
Tanglewood Wealth Management
Texas
$19.5M 79,492 -29,943 -27%
SP
73
Stairway Partners
Illinois
$19.4M 79,191 -215 -0.3%
PAG
74
Private Advisor Group
New Jersey
$19M 77,629 -1,948 -2%
CWM
75
Campbell Wealth Management
Virginia
$19M 77,598 -2,177 -3%
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