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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 %
WTC
126
WhitTier Trust Company
Nevada
$7.97M 31,321 – –
M&T Bank
127
M&T Bank
New York
$7.66M 30,112 -180 -0.6%
GT
128
Glenmede Trust
Pennsylvania
$7.63M 32,403 – –
JA
129
JVL Associates
Michigan
$7.41M 29,127 – –
CS
130
Comerica Securities
Michigan
$7.27M 28,562 +28,562 New
HHGA
131
Halbert Hargrove Global Advisors
California
$7.22M 28,361 -640 -2%
FAM
132
Forte Asset Management
New York
$7.01M 27,556 -4,294 -13%
AL
133
Aspiriant LLC
California
$7.01M 27,536 -1,232 -4%
EP
134
EPIQ Partners
Minnesota
$6.85M 26,927 +979 +4%
Cambridge Investment Research Advisors
135
Cambridge Investment Research Advisors
Iowa
$6.79M 26,670 -1,918 -7%
Cetera Investment Advisers
136
Cetera Investment Advisers
Illinois
$6.66M 26,180 -3,532 -12%
Vanguard Group
137
Vanguard Group
Pennsylvania
$6.54M 25,707 +25,707 New
RPCA
138
Running Point Capital Advisors
California
$6.53M 25,672 – –
FT
139
Fiduciary Trust
Massachusetts
$6.37M 25,026 +2,583 +12%
WT
140
Whittier Trust
California
$6.35M 24,972 – –
GA
141
Geller Advisors
New York
$6.13M 24,095 -24,095 -50%
SLT
142
St Louis Trust
Missouri
$5.95M 23,384 +22 +0.1%
LC
143
LCNB Corp
Ohio
$5.9M 23,198 -560 -2%
KAS
144
Kestra Advisory Services
Texas
$5.82M 22,884 -247 -1%
RJA
145
Raymond James & Associates
Florida
$5.75M 22,605 -21,234 -48%
LT
146
Legacy Trust
Michigan
$5.73M 22,513 -960 -4%
LNWWM
147
Laird Norton Wetherby Wealth Management
California
$5.71M 22,430 +6 +0%
NPF
148
Norris Perne & French
Michigan
$5.69M 22,370 – –
AllianceBernstein
149
AllianceBernstein
Tennessee
$5.49M 21,563 +6,128 +40%
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
$5.46M 21,449 -1,889 -8%
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