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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 %
RPCA
151
Running Point Capital Advisors
California
$6.3M 23,007 -2,665 -10%
NPF
152
Norris Perne & French
Michigan
$6.26M 22,870 – –
LT
153
Legacy Trust
Michigan
$6.17M 22,522 +367 +2%
LNWWM
154
Laird Norton Wetherby Wealth Management
California
$6.14M 22,446 +16 +0.1%
CWM
155
Circle Wealth Management
New Jersey
$6.05M 22,119 – –
ZIM
156
Zacks Investment Management
Illinois
$6.02M 21,997 +13,042 +146%
CIBC Private Wealth Group
157
CIBC Private Wealth Group
Georgia
$5.9M 21,559 +1,833 +9%
BCI
158
Brinker Capital Investments
Pennsylvania
$5.82M 21,333 +52 +0.2%
OPS
159
Orion Portfolio Solutions
Nebraska
$5.82M 21,333 +52 +0.2%
Cetera Investment Advisers
160
Cetera Investment Advisers
Illinois
$5.78M 21,102 +527 +3%
MWM
161
Moran Wealth Management
Florida
$5.64M 20,586 +12,046 +141%
FSA
162
Financial Services Advisory
Maryland
$5.55M 20,269 +20,269 New
R
163
Rebalance
California
$5.53M 20,209 -934 -4%
Baird Financial Group
164
Baird Financial Group
Wisconsin
$5.53M 20,191 +86 +0.4%
WT
165
Whittier Trust
California
$5.35M 19,560 -1,639 -8%
EC
166
Estate Counselors
Wisconsin
$5.24M 19,130 +8,180 +75%
SCM
167
Sheridan Capital Management
California
$5.19M 18,964 +18,964 New
CWM
168
Chesapeake Wealth Management
Virginia
$5.16M 18,852 -763 -4%
WAG
169
Winthrop Advisory Group
Massachusetts
$5.11M 18,660 +126 +0.7%
TFP
170
Triune Financial Partners
Kansas
$5.1M 18,622 -53 -0.3%
CIP
171
Chartwell Investment Partners
Pennsylvania
$5.06M 18,487 – –
LWMG
172
Levy Wealth Management Group
Pennsylvania
$5.03M 18,387 +80 +0.4%
FC
173
Financial Council
Maryland
$4.71M 17,212 -194 -1%
Stifel Financial
174
Stifel Financial
Missouri
$4.67M 17,052 -5,420 -24%
CPIG
175
Chicago Partners Investment Group
Illinois
$4.65M 16,721 -1,457 -8%
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