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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 Holding Trade Value Shares
Change 		Shares
Change %
RJA
101
Raymond James & Associates
Florida
$10.3M -$360K -1,531 -3%
FHA
102
First Horizon Advisors
Tennessee
$9.76M -$4.34M -18,431 -31%
Brown Advisory
103
Brown Advisory
Maryland
$9.52M -$316K -1,342 -3%
JIP
104
Jaffetilchin Investment Partners
Florida
$9.49M +$7.09M +30,125 +296%
CCA
105
Conservest Capital Advisors
Pennsylvania
$9.48M +$23.5K +100 +0.2%
IIM
106
Ipswich Investment Management
Massachusetts
$9.45M +$54.9K +233 +0.6%
BWM
107
BigSur Wealth Management
Florida
$9.3M – – –
RhumbLine Advisers
108
RhumbLine Advisers
Massachusetts
$9.27M +$9.27M +39,378 New
TFCP
109
Twin Focus Capital Partners
Massachusetts
$9.27M – – –
MAWA
110
Moss Adams Wealth Advisors
Washington
$9.25M -$3.19M -13,550 -26%
Truist Financial
111
Truist Financial
North Carolina
$9.01M -$13.5M -57,480 -60%
JWA
112
JFS Wealth Advisors
Pennsylvania
$8.99M +$229K +974 +3%
CAN
113
Cetera Advisor Networks
California
$8.94M -$130K -553 -1%
RBC
114
Roble Belko & Company
Pennsylvania
$8.93M – – –
UB
115
UMB Bank
Missouri
$8.79M -$1M -4,248 -10%
Citigroup
116
Citigroup
New York
$8.49M +$110K +467 +1%
PI
117
Parkside Investments
Illinois
$8.39M +$7.63M +32,410 +1,008%
SIM
118
Strategic Investment Management
Virginia
$8.38M -$1.8M -7,730 -18%
AIM
119
Allen Investment Management
New York
$8.33M – – –
RMC
120
Regis Management Company
California
$8.32M – – –
Fidelity Investments
121
Fidelity Investments
Massachusetts
$8.16M -$37M -157,100 -82%
Lido Advisors
122
Lido Advisors
California
$7.98M -$4.46M -18,931 -36%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$7.92M -$567K -2,409 -7%
BCM
124
Brookstone Capital Management
Illinois
$7.83M +$6.3M +26,502 +410%
Victory Capital Management
125
Victory Capital Management
Texas
$7.64M +$658K +2,793 +9%
3 4
5
6 7