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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 %
BP
101
BBR Partners
New York
$13.1M 47,988 -724 -1%
BL
102
Balentine LLC
Georgia
$13M 47,632 – –
Brown Advisory
103
Brown Advisory
Maryland
$12.5M 45,569 +4,854 +12%
AG
104
AlTi Global
New York
$12M 43,855 +43,855 New
Fidelity Investments
105
Fidelity Investments
Massachusetts
$12M 43,764 +1,185 +3%
TWM
106
Tanager Wealth Management
United Kingdom
$11.7M 42,852 -2,506 -6%
HA
107
Hanover Advisors
South Carolina
$11.3M 41,167 +41,167 New
CCMG
108
Clark Capital Management Group
Pennsylvania
$11.3M 41,157 +39,114 +1,915%
FNT
109
First National Trust
Pennsylvania
$11M 40,214 +35,338 +725%
IIM
110
Ipswich Investment Management
Massachusetts
$10.8M 39,489 -381 -1%
AP
111
Agilis Partners
Massachusetts
$10.7M 38,934 -3,057 -7%
JWA
112
JFS Wealth Advisors
Pennsylvania
$10.5M 38,296 +29 +0.1%
RBC
113
Roble Belko & Company
Pennsylvania
$10.4M 37,929 – –
UB
114
UMB Bank
Missouri
$10.4M 37,878 +242 +0.6%
FHC
115
First Heartland Consultants
Missouri
$10.2M 37,442 -10,799 -22%
CCA
116
Conservest Capital Advisors
Pennsylvania
$10.1M 36,744 -3,500 -9%
BWM
117
BigSur Wealth Management
Florida
$9.99M 36,500 -3,000 -8%
KAS
118
Kestra Advisory Services
Texas
$9.9M 36,172 +15,395 +74%
IDA
119
Intelligence Driven Advisers
California
$9.74M 35,222 -5,029 -12%
CAN
120
Cetera Advisor Networks
California
$9.69M 35,390 +248 +0.7%
AIM
121
Allen Investment Management
New York
$9.69M 35,383 – –
RJA
122
Raymond James & Associates
Florida
$9.68M 35,370 +8,958 +34%
RMC
123
Regis Management Company
California
$9.67M 35,325 – –
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$9.67M 35,325 +1,114 +3%
Creative Planning
125
Creative Planning
Kansas
$9.67M 35,313 +2,787 +9%
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5
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