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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 %
R
151
Rebalance
California
$5.18M 21,143 – –
AllianceBernstein
152
AllianceBernstein
Tennessee
$5.12M 20,906 -657 -3%
KAS
153
Kestra Advisory Services
Texas
$5.09M 20,777 -2,107 -9%
Cetera Investment Advisers
154
Cetera Investment Advisers
Illinois
$5.04M 20,575 -5,605 -21%
Baird Financial Group
155
Baird Financial Group
Wisconsin
$4.93M 20,105 -48 -0.2%
CIBC Private Wealth Group
156
CIBC Private Wealth Group
Georgia
$4.83M 19,726 +10,603 +116%
CWM
157
Chesapeake Wealth Management
Virginia
$4.81M 19,615 -757 -4%
FEG
158
Fund Evaluation Group
Ohio
$4.7M 19,174 +69 +0.4%
TFP
159
Triune Financial Partners
Kansas
$4.58M 18,675 -5 -0%
WAG
160
Winthrop Advisory Group
Massachusetts
$4.56M 18,534 -7 -0%
CIP
161
Chartwell Investment Partners
Pennsylvania
$4.53M 18,487 – –
LWMG
162
Levy Wealth Management Group
Pennsylvania
$4.49M 18,307 -73 -0.4%
CPIG
163
Chicago Partners Investment Group
Illinois
$4.36M 18,178 -2,203 -11%
FC
164
Financial Council
Maryland
$4.27M 17,406 -624 -3%
AWP
165
Ascent Wealth Partners
New York
$4.25M 17,345 -443 -2%
MWM
166
Mission Wealth Management
California
$4.14M 16,901 -161 -0.9%
Victory Capital Management
167
Victory Capital Management
Texas
$4.13M 16,838 +7,718 +85%
GC
168
Gilbert & Cook
Iowa
$4.09M 16,697 +4 +0%
MPPLM
169
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.07M 16,590 -1,485 -8%
AWA
170
Aquire Wealth Advisors
Utah
$3.98M 16,230 -2,656 -14%
SIM
171
Strategic Investment Management
Virginia
$3.84M 16,400 -19,520 -54%
SB
172
Simmons Bank
Arkansas
$3.84M 15,671 -273 -2%
BCM
173
BTC Capital Management
Iowa
$3.82M 15,605 – –
MLFP
174
MPS Loria Financial Planners
Illinois
$3.79M 15,458 +129 +0.8%
State Street
175
State Street
Massachusetts
$3.77M 15,404 -511 -3%
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