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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 %
AIA
751
Armor Investment Advisors
North Carolina
$4.11K 15 +15 New
GKIM
752
GW&K Investment Management
Massachusetts
$4K 14 – –
LCOV
753
London Company of Virginia
Virginia
$1.76K 6 +3 +100%
NRG
754
Nemes Rush Group
Michigan
$1.1K 4 – –
IGWM
755
ICA Group Wealth Management
Colorado
$828 3 +3 New
LNWTC
756
Laird Norton Wetherby Trust Company
Washington
– – -66,901 Closed
State Street
757
State Street
Massachusetts
– – -15,404 Closed
TA
758
Trellis Advisors
Washington
– – -8,678 Closed
IAS
759
IMA Advisory Services
Colorado
– – -6,799 Closed
Citadel Advisors
760
Citadel Advisors
Florida
– – -5,848 Closed
CAM
761
Congress Asset Management
Massachusetts
– – -2,493 Closed
CWM
762
C2C Wealth Management
Arizona
– – -2,200 Closed
FFN
763
Focus Financial Network
Minnesota
– – -1,558 Closed
OMC
764
Old Mission Capital
Illinois
– – -1,500 Closed
TI
765
Trexquant Investment
Connecticut
– – -1,069 Closed
LRIA
766
Leonard Rickey Investment Advisors
Washington
– – -947 Closed
PIM
767
Penobscot Investment Management
Massachusetts
– – -943 Closed
PFWA
768
Paces Ferry Wealth Advisors
Georgia
– – -920 Closed
RAG
769
RIA Advisory Group
Iowa
– – -851 Closed
FIA
770
FNY Investment Advisers
New York
– – -700 Closed
HPIA
771
Hamilton Point Investment Advisors
North Carolina
– – -500 Closed
BAAM
772
Baker Avenue Asset Management
California
– – -344 Closed
BWL
773
Bogart Wealth LLC
Virginia
– – -103 Closed
EARNEST Partners
774
EARNEST Partners
Georgia
– – -92 Closed
NIC
775
Northwest Investment Counselors
Oregon
– – -53 Closed
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