IWV icon

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 %
TWM
101
Tanager Wealth Management
United Kingdom
$11.7M 46,079 -742 -2%
FHA
102
First Horizon Advisors
Tennessee
$11.4M 44,982 +3,520 +8%
TA
103
Tiedemann Advisors
New York
$11.1M 43,757 -1,062 -2%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$11M 43,135 +8,480 +24%
IDA
105
Intelligence Driven Advisers
California
$11M 43,463 -9,805 -18%
Brown Advisory
106
Brown Advisory
Maryland
$10.7M 42,029 +1,582 +4%
MAWA
107
Moss Adams Wealth Advisors
Washington
$10.6M 41,701 +2,409 +6%
WSTAM
108
Wilbanks Smith & Thomas Asset Management
Virginia
$10.3M 40,600 +38,350 +1,704%
IIM
109
Ipswich Investment Management
Massachusetts
$10.3M 40,384 +248 +0.6%
CCA
110
Conservest Capital Advisors
Pennsylvania
$10.3M 40,354 +85 +0.2%
BWM
111
BigSur Wealth Management
Florida
$10.1M 39,500 – –
JWA
112
JFS Wealth Advisors
Pennsylvania
$9.73M 38,231 +36 +0.1%
Truist Financial
113
Truist Financial
North Carolina
$9.71M 38,172 -119 -0.3%
RBC
114
Roble Belko & Company
Pennsylvania
$9.65M 37,929 – –
CAN
115
Cetera Advisor Networks
California
$9.5M 37,333 -642 -2%
UB
116
UMB Bank
Missouri
$9.43M 37,041 -277 -0.7%
SIM
117
Strategic Investment Management
Virginia
$9.35M 35,920 -110 -0.3%
PCIG
118
Partners Capital Investment Group
Massachusetts
$9.09M 35,733 +29,875 +510%
AIM
119
Allen Investment Management
New York
$9M 35,383 – –
RMC
120
Regis Management Company
California
$8.99M 35,325 – –
RhumbLine Advisers
121
RhumbLine Advisers
Massachusetts
$8.91M 34,996 -4,382 -11%
Citigroup
122
Citigroup
New York
$8.79M 34,560 -1,490 -4%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$8.55M 33,596 -33 -0.1%
Lido Advisors
124
Lido Advisors
California
$8.51M 33,453 -425 -1%
Creative Planning
125
Creative Planning
Kansas
$8.15M 32,013 +829 +3%
3 4
5
6 7