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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 %
OPS
151
Orion Portfolio Solutions
Nebraska
$5.41M 21,262 -696 -3%
BCI
152
Brinker Capital Investments
Pennsylvania
$5.41M 21,262 -696 -3%
R
153
Rebalance
California
$5.38M 21,143 +53 +0.3%
Stifel Financial
154
Stifel Financial
Missouri
$5.38M 21,131 +1,309 +7%
CPIG
155
Chicago Partners Investment Group
Illinois
$5.28M 20,381 -548 -3%
CWM
156
Chesapeake Wealth Management
Virginia
$5.18M 20,372 -204 -1%
Baird Financial Group
157
Baird Financial Group
Wisconsin
$5.13M 20,153 -62 -0.3%
FEG
158
Fund Evaluation Group
Ohio
$4.86M 19,105 -87 -0.5%
AWA
159
Aquire Wealth Advisors
Utah
$4.81M 18,886 -447 -2%
TFP
160
Triune Financial Partners
Kansas
$4.75M 18,680 +49 +0.3%
WAG
161
Winthrop Advisory Group
Massachusetts
$4.72M 18,541 -130 -0.7%
CIP
162
Chartwell Investment Partners
Pennsylvania
$4.7M 18,487 – –
LWMG
163
Levy Wealth Management Group
Pennsylvania
$4.68M 18,380 +98 +0.5%
Jane Street
164
Jane Street
New York
$4.65M 18,269 +14,326 +363%
MPPLM
165
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.6M 18,075 -33,885 -65%
FC
166
Financial Council
Maryland
$4.59M 18,030 -55 -0.3%
AWP
167
Ascent Wealth Partners
New York
$4.53M 17,788 -889 -5%
ECG
168
Edge Capital Group
Georgia
$4.51M 17,740 – –
AWS
169
Atria Wealth Solutions
New York
$4.41M 17,317 +13,360 +338%
MWM
170
Mission Wealth Management
California
$4.34M 17,062 +43 +0.3%
GC
171
Gilbert & Cook
Iowa
$4.25M 16,693 – –
AssetMark Inc
172
AssetMark Inc
California
$4.25M 16,689 +16,689 New
HFG
173
Heron Financial Group
New York
$4.19M 16,453 -221 -1%
SB
174
Simmons Bank
Arkansas
$4.06M 15,944 -1,320 -8%
State Street
175
State Street
Massachusetts
$4.05M 15,915 -659 -4%
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