IWV icon

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 %
SP
76
Stairway Partners
Illinois
$21M 76,811 -2,380 -3%
BF
77
Brooklyn FI
New York
$19.7M 71,996 +3,851 +6%
NFG
78
Nations Financial Group
Iowa
$19.6M 71,757 +492 +0.7%
SC
79
Savant Capital
Illinois
$19.3M 70,618 +37 +0.1%
CJH
80
Christopher J. Hasenberg
Wisconsin
$19M 69,569 +69,569 New
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$18.6M 67,820 +14,884 +28%
TI
82
Truepoint Inc
Ohio
$17.6M 64,330 -71 -0.1%
VNIM
83
Vaughan Nelson Investment Management
Texas
$17.3M 63,060 +61,460 +3,841%
RhumbLine Advisers
84
RhumbLine Advisers
Massachusetts
$17M 62,239 +39,757 +177%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$17M 62,160 +692 +1%
JIC
86
Johnson Investment Counsel
Ohio
$16.8M 61,512 +4,194 +7%
FHA
87
First Horizon Advisors
Tennessee
$16.5M 60,197 +18,736 +45%
CFGF
88
Compass Financial Group (Florida)
Florida
$16.2M 59,209 -65 -0.1%
WANY
89
Wealthspire Advisors (New York)
New York
$16.1M 58,988 -281 -0.5%
CM
90
Churchill Management
California
$16.1M 58,894 -4,239 -7%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$16M 58,332 +3,723 +7%
Truist Financial
92
Truist Financial
North Carolina
$15.9M 58,075 +19,244 +50%
FMWA
93
Forvis Mazars Wealth Advisors
Missouri
$15.4M 56,378 -579 -1%
WA
94
Wealthstream Advisors
New York
$15.4M 56,372 +1,137 +2%
Cerity Partners
95
Cerity Partners
New York
$15.1M 55,013 +43,803 +391%
DPI
96
Diversified Portfolios Inc
Michigan
$14.9M 54,603 -13 -0%
OBWP
97
O'Brien Wealth Partners
Massachusetts
$14.6M 53,260 -19 -0%
BSW
98
Buckingham Strategic Wealth
Missouri
$14.4M 52,741 -4,241 -7%
JIP
99
Jaffetilchin Investment Partners
Florida
$13.3M 48,589 +765 +2%
UCFA
100
United Capital Financial Advisors
Texas
$13.3M 48,470 -12,732 -21%
2 3
4
5 6