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iShares Russell 3000 ETF
IWV

755 hedge funds and large institutions have $7.51B invested in iShares Russell 3000 ETF in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 208 increasing their positions, 227 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

416% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $3.17M

382% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 22

21% more capital invested

Capital invested by funds: $6.21B → $7.51B (+$1.3B)

12% more funds holding in top 10

Funds holding in top 10: 49 → 55 (+6)

11% more funds holding

Funds holding: 682 → 755 (+73)

3.33% more ownership

Funds ownership: 56.69% → 60.02% (+3.3%)

8% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 227

Holders
755
Holders Change
+73
Holders Change %
+10.7%
% of All Funds
11.01%
Holding in Top 10
55
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.24%
% of All Funds
0.8%
New
106
Increased
208
Reduced
227
Closed
22
Calls
$16.4M
Puts
$3.17M
Net Calls
+$13.2M
Net Calls Change
+$2.07M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$332M
2
JP Morgan Chase
JP Morgan Chase
New York
+$175M
3
BlackRock
BlackRock
New York
+$45.1M
4
HighTower Advisors
HighTower Advisors
Illinois
+$25.1M
5
CA
CSM Advisors
Pennsylvania
+$23.8M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$87.2M
2
SEM
Strategic Equity Management
Arizona
-$34.6M
3
SF
Synovus Financial
Georgia
-$25.2M
4
CA
Clearstead Advisors
Ohio
-$23M
5
FWIA
Fort Washington Investment Advisors
Ohio
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
751
Trust Company
Kansas
$6.21K -$5.86K -23 -50%
NSIM
752
North Star Investment Management
Illinois
$5.2K – – –
AIA
753
Armor Investment Advisors
North Carolina
$4.11K +$3.83K +15 New
GKIM
754
GW&K Investment Management
Massachusetts
$4K – – –
LCOV
755
London Company of Virginia
Virginia
$1.76K +$765 +3 +100%
NRG
756
Nemes Rush Group
Michigan
$1.09K – – –
IGWM
757
ICA Group Wealth Management
Colorado
$828 +$765 +3 New
LNWTC
758
Laird Norton Wetherby Trust Company
Washington
– -$16.5M -66,901 Closed
State Street
759
State Street
Massachusetts
– -$3.77M -15,404 Closed
TA
760
Trellis Advisors
Washington
– -$2.13M -8,678 Closed
IAS
761
IMA Advisory Services
Colorado
– -$1.67M -6,799 Closed
Citadel Advisors
762
Citadel Advisors
Florida
– -$1.49M -5,848 Closed
CAM
763
Congress Asset Management
Massachusetts
– -$611K -2,493 Closed
CWM
764
C2C Wealth Management
Arizona
– -$536K -2,200 Closed
FFN
765
Focus Financial Network
Minnesota
– -$383K -1,558 Closed
OMC
766
Old Mission Capital
Illinois
– -$368K -1,500 Closed
TI
767
Trexquant Investment
Connecticut
– -$262K -1,069 Closed
LRIA
768
Leonard Rickey Investment Advisors
Washington
– -$232K -947 Closed
PIM
769
Penobscot Investment Management
Massachusetts
– -$231K -943 Closed
PFWA
770
Paces Ferry Wealth Advisors
Georgia
– -$226K -920 Closed
RAG
771
RIA Advisory Group
Iowa
– -$208K -851 Closed
FIA
772
FNY Investment Advisers
New York
– -$171K -700 Closed
HPIA
773
Hamilton Point Investment Advisors
North Carolina
– -$123K -500 Closed
BAAM
774
Baker Avenue Asset Management
California
– -$84.3K -344 Closed
BWL
775
Bogart Wealth LLC
Virginia
– -$25.2K -103 Closed
28 29 30
31
32

IWV Hedge Fund Activity: Q4 2023 in Review

755 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q4 2023, worth a combined $7.51B — up 21% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new IWV positions and 22 closed out — a net gain of 84 holders — while 208 added to existing stakes and 227 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $332M. The largest seller was Corient Private Wealth, cutting an estimated $87.2M.

  • 755 institutional investors held iShares Russell 3000 ETF (IWV) as of Q4 2023, up from 682 in Q3 2023.
  • Funds reported $7.51B of iShares Russell 3000 ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 106 funds opened new iShares Russell 3000 ETF positions in Q4 2023 and 22 closed out, a net change of +84 holders.
  • The largest iShares Russell 3000 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $332M added.
  • The largest iShares Russell 3000 ETF seller in Q4 2023 was Corient Private Wealth, an estimated $87.2M sold.

Based on aggregated 13F filings for Q4 2023.