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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 %
TA
101
Tiedemann Advisors
New York
$10.6M 43,067 -690 -2%
Fidelity Investments
102
Fidelity Investments
Massachusetts
$10.4M 42,579 -556 -1%
AP
103
Agilis Partners
Massachusetts
$10.3M 41,991 -5,738 -12%
GT
104
Glenmede Trust
Pennsylvania
$10.2M 41,547 +9,144 +28%
FHA
105
First Horizon Advisors
Tennessee
$10.2M 41,461 -3,521 -8%
Brown Advisory
106
Brown Advisory
Maryland
$9.98M 40,715 -1,314 -3%
WSTAM
107
Wilbanks Smith & Thomas Asset Management
Virginia
$9.95M 40,600 – –
CCA
108
Conservest Capital Advisors
Pennsylvania
$9.86M 40,244 -110 -0.3%
IDA
109
Intelligence Driven Advisers
California
$9.78M 40,251 -3,212 -7%
IIM
110
Ipswich Investment Management
Massachusetts
$9.77M 39,870 -514 -1%
BWM
111
BigSur Wealth Management
Florida
$9.72M 39,500 – –
Truist Financial
112
Truist Financial
North Carolina
$9.52M 38,831 +659 +2%
JWA
113
JFS Wealth Advisors
Pennsylvania
$9.38M 38,267 +36 +0.1%
RBC
114
Roble Belko & Company
Pennsylvania
$9.3M 37,929 – –
UB
115
UMB Bank
Missouri
$9.22M 37,636 +595 +2%
MAWA
116
Moss Adams Wealth Advisors
Washington
$8.98M 36,590 -5,111 -12%
PCIG
117
Partners Capital Investment Group
Massachusetts
$8.76M 35,733 – –
AIM
118
Allen Investment Management
New York
$8.67M 35,383 – –
RMC
119
Regis Management Company
California
$8.66M 35,325 – –
CAN
120
Cetera Advisor Networks
California
$8.61M 35,142 -2,191 -6%
WTC
121
WhitTier Trust Company
Nevada
$8.56M 34,944 +3,623 +12%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$8.38M 34,211 +615 +2%
Citigroup
123
Citigroup
New York
$8.28M 33,785 -775 -2%
MML Investors Services
124
MML Investors Services
Massachusetts
$8.21M 33,489 -20,690 -38%
Lido Advisors
125
Lido Advisors
California
$8.09M 33,009 -444 -1%
3 4
5
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