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iShares Russell 3000 ETF
IWV

Overview Fund Activity

676 hedge funds and large institutions have $6.45B invested in iShares Russell 3000 ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 176 increasing their positions, 214 reducing their positions, and 33 closing their positions.

Holders
676
Holders Change
+14
Holders Change %
+2.11%
% of All Funds
10.66%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
0.8%
New
54
Increased
176
Reduced
214
Closed
33
Calls
$12.6M
Puts
$1.25M
Net Calls
+$11.4M
Net Calls Change
+$4.95M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$195M
2
GWM
2
Geneos Wealth Management
Colorado
$35.7M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$43.2M
4
CM
4
Churchill Management
California
$17.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$53.8M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$165M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$45.4M
3
BlackRock
3
BlackRock
New York
$127M
4
Morgan Stanley
4
Morgan Stanley
New York
$266M
5
WC
5
Wealth CMT
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
76
Mariner
Kansas
$17.6M 69,347 -10,896 -14%
BF
77
Brooklyn FI
New York
$17.5M 68,930 +26,610 +63%
SC
78
Savant Capital
Illinois
$17.1M 67,349 +36 +0.1%
CM
79
Churchill Management
California
$17.1M 67,335 +67,335 New
LNWTC
80
Laird Norton Wetherby Trust Company
Washington
$17.1M 67,250 -271 -0.4%
BCM
81
Brookstone Capital Management
Illinois
$16.8M 66,660 +33,690 +102%
UCFA
82
United Capital Financial Advisors
Texas
$16.6M 65,087 -2,397 -4%
TI
83
Truepoint Inc
Ohio
$16.6M 65,041 -791 -1%
CFGF
84
Compass Financial Group (Florida)
Florida
$15.1M 59,334 -86 -0.1%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$14.9M 58,490 +71 +0.1%
JIC
86
Johnson Investment Counsel
Ohio
$14.6M 57,231 -20 -0%
BSW
87
Buckingham Strategic Wealth
Missouri
$14.5M 57,116 +1,819 +3%
FMWA
88
Forvis Mazars Wealth Advisors
Missouri
$14.5M 57,101 -1,792 -3%
Cerity Partners
89
Cerity Partners
New York
$14.1M 55,517 +1,246 +2%
WA
90
Wealthstream Advisors
New York
$14.1M 55,235 +126 +0.2%
DPI
91
Diversified Portfolios Inc
Michigan
$13.9M 54,692 -86 -0.2%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$13.9M 54,429 -5,603 -9%
OBWP
93
O'Brien Wealth Partners
Massachusetts
$13.8M 54,350 -184 -0.3%
MML Investors Services
94
MML Investors Services
Massachusetts
$13.8M 54,179 -8,392 -13%
WANY
95
Wealthspire Advisors (New York)
New York
$12.4M 48,918 +1,244 +3%
BP
96
BBR Partners
New York
$12.4M 48,712 -905 -2%
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$12.2M 47,838 +34,574 +261%
AP
98
Agilis Partners
Massachusetts
$12.1M 47,729 -650 -1%
BL
99
Balentine LLC
Georgia
$12.1M 47,632 – –
JIP
100
Jaffetilchin Investment Partners
Florida
$12.1M 47,427 +7,113 +18%
2 3
4
5 6