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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 %
AWM
726
Activest Wealth Management
Florida
$20K 73 – –
JFG
727
JDM Financial Group
Texas
$19.9K 73 +73 New
FIM
728
FWL Investment Management
Texas
$16.4K 60 – –
CMP
729
Coston McIsaac & Partners
Maine
$16K 59 – –
EWA
730
Elevate Wealth Advisory
Georgia
$15.3K 56 +56 New
FCA
731
FinTrust Capital Advisors
South Carolina
$14.5K 53 -36 -40%
DFA
732
DHJJ Financial Advisors
Illinois
$14.2K 52 – –
CB
733
CNB Bank
Pennsylvania
$13.7K 50 – –
AWM
734
Avior Wealth Management
Nebraska
$13.7K 50 – –
FP
735
Financial Perspectives
Minnesota
$13.7K 50 +41 +456%
OA
736
Operose Advisors
Wisconsin
$13.4K 49 – –
GWS
737
Glassman Wealth Services
Virginia
$13.3K 49 – –
CB
738
Centennial Bank
Arkansas
$12.9K 47 – –
BWM
739
Baystate Wealth Management
Massachusetts
$12.8K 46 -10 -18%
National Bank of Canada
740
National Bank of Canada
Quebec, Canada
$11.7K 43 – –
BL
741
BFSG LLC
California
$11K 40 +40 New
RG
742
Retirement Group
California
$10.4K 38 – –
NFA
743
Northwest Financial Advisors
Virginia
$10.1K 37 +37 New
TWM
744
Tradition Wealth Management
Minnesota
$10K 38 – –
PS
745
Principal Securities
Iowa
$8.76K 32 +32 New
FFA
746
Frazier Financial Advisors
Ohio
$8.3K 30 +30 New
CFFP
747
Center for Financial Planning
Michigan
$7.12K 26 – –
MLA
748
MB, Levis & Associates
Pennsylvania
$7.11K 26 – –
TC
749
Trust Company
Kansas
$6.21K 23 -23 -50%
NSIM
750
North Star Investment Management
Illinois
$5.2K 19 – –
28 29
30
31 32