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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 %
PCIG
126
Partners Capital Investment Group
Massachusetts
$9.6M 35,061 -672 -2%
WTC
127
WhitTier Trust Company
Nevada
$9.55M 34,903 -41 -0.1%
M&T Bank
128
M&T Bank
New York
$9.5M 34,705 +4,600 +15%
MAWA
129
Moss Adams Wealth Advisors
Washington
$9.4M 34,323 -2,267 -6%
Citigroup
130
Citigroup
New York
$9.21M 33,657 -128 -0.4%
Lido Advisors
131
Lido Advisors
California
$9.11M 33,272 +263 +0.8%
MML Investors Services
132
MML Investors Services
Massachusetts
$8.9M 32,515 -974 -3%
GT
133
Glenmede Trust
Pennsylvania
$8.41M 30,732 -10,815 -26%
Victory Capital Management
134
Victory Capital Management
Texas
$8.41M 30,713 +13,875 +82%
JA
135
JVL Associates
Michigan
$7.97M 29,127 – –
EP
136
EPIQ Partners
Minnesota
$7.85M 28,690 +1,536 +6%
AL
137
Aspiriant LLC
California
$7.5M 27,398 +62 +0.2%
HHGA
138
Halbert Hargrove Global Advisors
California
$7.35M 26,839 -788 -3%
FAM
139
Forte Asset Management
New York
$7.04M 25,722 -1,966 -7%
FEG
140
Fund Evaluation Group
Ohio
$7.02M 25,631 +6,457 +34%
AllianceBernstein
141
AllianceBernstein
Tennessee
$6.94M 25,370 +4,464 +21%
Vanguard Group
142
Vanguard Group
Pennsylvania
$6.85M 25,021 +1 +0%
HI
143
Humankind Investments
New York
$6.73M 24,570 +24,570 New
JPG
144
Jordan Park Group
California
$6.69M 24,422 +24,422 New
FT
145
Fiduciary Trust
Massachusetts
$6.67M 24,359 -199 -0.8%
GA
146
Geller Advisors
New York
$6.6M 24,095 – –
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
$6.55M 23,916 -101 -0.4%
PAG
148
Private Advisor Group
New Jersey
$6.46M 23,600 -54,029 -70%
LC
149
LCNB Corp
Ohio
$6.34M 23,153 -10 -0%
SLT
150
St Louis Trust
Missouri
$6.3M 23,020 -364 -2%
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