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iShares Russell 3000 ETF
IWV

Overview Fund Activity

681 hedge funds and large institutions have $6.2B invested in iShares Russell 3000 ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 225 reducing their positions, and 34 closing their positions.

Holders
681
Holders Change
+5
Holders Change %
+0.74%
% of All Funds
10.86%
Holding in Top 10
49
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.92%
% of All Funds
0.78%
New
48
Increased
137
Reduced
225
Closed
34
Calls
$14.7M
Puts
$3.58M
Net Calls
+$11.1M
Net Calls Change
-$273K

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$88.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$300M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$40M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$51.8M
5
PWA
5
Provenance Wealth Advisors
Florida
$23.6M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$3.75M
2
Ameriprise
2
Ameriprise
Minnesota
$124M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$114M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$15.1M
5
ACA
5
Affinity Capital Advisors
California
$2.31M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
76
Mariner
Kansas
$19M 77,592 +8,245 +12%
FWIA
77
Fort Washington Investment Advisors
Ohio
$18.3M 74,772 +3 +0%
NFG
78
Nations Financial Group
Iowa
$17.5M 71,265 +367 +0.5%
SC
79
Savant Capital
Illinois
$17.3M 70,581 +3,232 +5%
BF
80
Brooklyn FI
New York
$16.7M 68,145 -785 -1%
LNWTC
81
Laird Norton Wetherby Trust Company
Washington
$16.5M 66,901 -349 -0.5%
TI
82
Truepoint Inc
Ohio
$15.8M 64,401 -640 -1%
CM
83
Churchill Management
California
$15.5M 63,133 -4,202 -6%
RJFSA
84
Raymond James Financial Services Advisors
Florida
$15.1M 61,468 -100,520 -62%
UCFA
85
United Capital Financial Advisors
Texas
$15M 61,202 -3,885 -6%
CFGF
86
Compass Financial Group (Florida)
Florida
$14.5M 59,274 -60 -0.1%
WANY
87
Wealthspire Advisors (New York)
New York
$14.5M 59,269 +10,351 +21%
JIC
88
Johnson Investment Counsel
Ohio
$14M 57,318 +87 +0.2%
BSW
89
Buckingham Strategic Wealth
Missouri
$14M 56,982 -134 -0.2%
FMWA
90
Forvis Mazars Wealth Advisors
Missouri
$14M 56,957 -144 -0.3%
WA
91
Wealthstream Advisors
New York
$13.5M 55,235 – –
DPI
92
Diversified Portfolios Inc
Michigan
$13.4M 54,616 -76 -0.1%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$13.4M 54,609 -3,881 -7%
OBWP
94
O'Brien Wealth Partners
Massachusetts
$13.1M 53,279 -1,071 -2%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$13M 52,936 +5,098 +11%
BP
96
BBR Partners
New York
$11.9M 48,712 – –
FHC
97
First Heartland Consultants
Missouri
$11.8M 48,241 +36,962 +328%
JIP
98
Jaffetilchin Investment Partners
Florida
$11.7M 47,824 +397 +0.8%
BL
99
Balentine LLC
Georgia
$11.7M 47,632 – –
TWM
100
Tanager Wealth Management
United Kingdom
$11.2M 45,358 -721 -2%
2 3
4
5 6