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iShares Russell 3000 ETF
IWV

Overview Fund Activity

662 hedge funds and large institutions have $6.02B invested in iShares Russell 3000 ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 152 increasing their positions, 223 reducing their positions, and 63 closing their positions.

Holders
662
Holders Change
-30
Holders Change %
-4.34%
% of All Funds
10.6%
Holding in Top 10
49
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-16.95%
% of All Funds
0.78%
New
48
Increased
152
Reduced
223
Closed
63
Calls
$8.36M
Puts
$1.91M
Net Calls
+$6.45M
Net Calls Change
-$2.8M

Top Buyers

1
New York State Common Retirement Fund
1
New York State Common Retirement Fund
New York
$100M
2
Morgan Stanley
2
Morgan Stanley
New York
$266M
3
SC
3
Savant Capital
Illinois
$15.8M
4
RhumbLine Advisers
4
RhumbLine Advisers
Massachusetts
$9.27M
5
PI
5
Parkside Investments
Illinois
$8.39M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$254M
2
Ameriprise
2
Ameriprise
Minnesota
$129M
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$80K
4
Bank of America
4
Bank of America
North Carolina
$224M
5
CAM
5
Cresset Asset Management
Illinois
$18.1M
Name Market Value Shares Shares
Change 		Shares
Change %
LNWTC
76
Laird Norton Wetherby Trust Company
Washington
$15.9M 67,521 -1,073 -2%
UCFA
77
United Capital Financial Advisors
Texas
$15.9M 67,484 -4,870 -7%
SC
78
Savant Capital
Illinois
$15.8M 67,313 +58,963 +706%
TI
79
Truepoint Inc
Ohio
$15.5M 65,832 -570 -0.9%
MML Investors Services
80
MML Investors Services
Massachusetts
$14.7M 62,571 -6,758 -10%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$14.1M 60,032 -18,461 -24%
CFGF
82
Compass Financial Group (Florida)
Florida
$14M 59,420 -964 -2%
FMWA
83
Forvis Mazars Wealth Advisors
Missouri
$13.9M 58,893 -1,477 -2%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$13.8M 58,419 -2,966 -5%
JIC
85
Johnson Investment Counsel
Ohio
$13.5M 57,251 +178 +0.3%
WA
86
Wealthstream Advisors
New York
$13M 55,109 +95 +0.2%
DPI
87
Diversified Portfolios Inc
Michigan
$12.9M 54,778 -1,307 -2%
OBWP
88
O'Brien Wealth Partners
Massachusetts
$12.8M 54,534 -1,699 -3%
Cerity Partners
89
Cerity Partners
New York
$12.8M 54,271 -6,819 -11%
IDA
90
Intelligence Driven Advisers
California
$12.4M 53,268 +900 +2%
MPPLM
91
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$12.2M 51,960 +20,613 +66%
BSW
92
Buckingham Strategic Wealth
Missouri
$12.2M 55,297 – –
BF
93
Brooklyn FI
New York
$11.7M 42,320 +21,897 +107%
BP
94
BBR Partners
New York
$11.7M 49,617 +37 +0.1%
AP
95
Agilis Partners
Massachusetts
$11.4M 48,379 -4,788 -9%
GA
96
Geller Advisors
New York
$11.3M 48,190 +21,457 +80%
WANY
97
Wealthspire Advisors (New York)
New York
$11.2M 47,674 +864 +2%
BL
98
Balentine LLC
Georgia
$11.2M 47,632 +7,580 +19%
TWM
99
Tanager Wealth Management
United Kingdom
$11M 46,821 +119 +0.3%
TA
100
Tiedemann Advisors
New York
$10.6M 44,819 +1 +0%
2 3
4
5 6