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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 %
Creative Planning
126
Creative Planning
Kansas
$7.97M 32,526 +513 +2%
M&T Bank
127
M&T Bank
New York
$7.38M 30,105 -7 -0%
JA
128
JVL Associates
Michigan
$7.14M 29,127 – –
FAM
129
Forte Asset Management
New York
$6.81M 27,688 +132 +0.5%
HHGA
130
Halbert Hargrove Global Advisors
California
$6.77M 27,627 -734 -3%
CS
131
Comerica Securities
Michigan
$6.76M 27,479 -1,083 -4%
AL
132
Aspiriant LLC
California
$6.7M 27,336 -200 -0.7%
EP
133
EPIQ Partners
Minnesota
$6.65M 27,154 +227 +0.8%
RJA
134
Raymond James & Associates
Florida
$6.47M 26,412 +3,807 +17%
RPCA
135
Running Point Capital Advisors
California
$6.29M 25,672 – –
Vanguard Group
136
Vanguard Group
Pennsylvania
$6.13M 25,020 -687 -3%
FT
137
Fiduciary Trust
Massachusetts
$6.02M 24,558 -468 -2%
GA
138
Geller Advisors
New York
$5.93M 24,095 – –
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$5.89M 24,017 -2,653 -10%
SLT
140
St Louis Trust
Missouri
$5.73M 23,384 – –
LC
141
LCNB Corp
Ohio
$5.68M 23,163 -35 -0.2%
NPF
142
Norris Perne & French
Michigan
$5.6M 22,870 +500 +2%
RhumbLine Advisers
143
RhumbLine Advisers
Massachusetts
$5.51M 22,482 -12,514 -36%
Stifel Financial
144
Stifel Financial
Missouri
$5.51M 22,472 +1,341 +6%
LNWWM
145
Laird Norton Wetherby Wealth Management
California
$5.5M 22,430 – –
LT
146
Legacy Trust
Michigan
$5.43M 22,155 -358 -2%
CWM
147
Circle Wealth Management
New Jersey
$5.42M 22,119 +18,766 +560%
BCI
148
Brinker Capital Investments
Pennsylvania
$5.22M 21,281 +19 +0.1%
OPS
149
Orion Portfolio Solutions
Nebraska
$5.22M 21,281 +19 +0.1%
WT
150
Whittier Trust
California
$5.2M 21,199 -3,773 -15%
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