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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 %
Osaic Holdings
51
Osaic Holdings
Arizona
$30.7M 112,149 -32,123 -22%
HFS
52
Hantz Financial Services
Michigan
$30.4M 110,967 -2,853 -3%
CG
53
Caprock Group
Idaho
$27.7M 101,123 -25 -0%
GU
54
Georgetown University
District of Columbia
$27.3M 99,839 +792 +0.8%
WPW
55
Waldron Private Wealth
Pennsylvania
$27M 98,502 -266 -0.3%
SFG
56
StrategIQ Financial Group
Indiana
$26.6M 97,009 -6 -0%
CAM
57
Cresset Asset Management
Illinois
$25.9M 94,793 +356 +0.4%
PWA
58
Provenance Wealth Advisors
Florida
$25.9M 94,705 -1,434 -1%
CA
59
CSM Advisors
Pennsylvania
$25.6M 93,400 +93,400 New
NRA
60
NSI Retail Advisors
Pennsylvania
$25.6M 93,400 +93,400 New
WA
61
Waverly Advisors
Alabama
$25.5M 93,202 -1,912 -2%
US Bancorp
62
US Bancorp
Minnesota
$25.1M 91,808 -3,131 -3%
Allspring Global Investments
63
Allspring Global Investments
North Carolina
$25M 91,297 -5,920 -6%
GDP
64
Great Diamond Partners
Maine
$24.8M 90,698 -921 -1%
CA
65
Clearstead Advisors
Ohio
$24.5M 89,670 -90,274 -50%
BJL
66
Brighton Jones LLC
Washington
$24M 87,671 -2,048 -2%
Comerica Bank
67
Comerica Bank
Texas
$23.8M 86,900 +4,579 +6%
HWM
68
HB Wealth Management
Georgia
$23.3M 84,973 -3,572 -4%
IC
69
IEQ Capital
California
$22.8M 83,201 -77 -0.1%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$22.2M 81,237 -1,240 -2%
CWM
71
Campbell Wealth Management
Virginia
$21.5M 78,712 +1,114 +1%
BCM
72
Brookstone Capital Management
Illinois
$21.5M 78,510 -18,094 -19%
EFG
73
Embree Financial Group
Illinois
$21.3M 77,943 +77,943 New
SAM
74
Silvercrest Asset Management
New York
$21M 76,833 +67,986 +768%
Mariner
75
Mariner
Kansas
$21M 76,829 -763 -1%
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