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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 %
EWA
176
EP Wealth Advisors
California
$3.99M 645,270 +608,362 +1,648%
BCM
177
BTC Capital Management
Iowa
$3.97M 15,605 – –
WCG
178
Wall Capital Group
Arizona
$3.94M 15,337 +15,337 New
MLFP
179
MPS Loria Financial Planners
Illinois
$3.9M 15,329 -350 -2%
LFS
180
Lutz Financial Services
Nebraska
$3.88M 15,253 – –
FHB
181
First Hawaiian Bank
Hawaii
$3.81M 14,991 -34 -0.2%
CAM
182
Cozad Asset Management
Illinois
$3.7M 14,559 – –
STA
183
Summit Trail Advisors
New York
$3.62M 14,243 +14,243 New
CWM
184
Cedar Wealth Management
California
$3.6M 14,165 -821 -5%
BFC
185
Blue Fin Capital
Rhode Island
$3.51M 13,811 -29 -0.2%
C
186
Certuity
Florida
$3.48M 13,669 +23 +0.2%
CCB
187
Country Club Bank
Missouri
$3.41M 13,542 +287 +2%
TFCP
188
Twin Focus Capital Partners
Massachusetts
$3.38M 13,276 -26,100 -66%
CSWM
189
Cassady Schiller Wealth Management
Ohio
$3.37M 13,261 – –
GP
190
Greenline Partners
New York
$3.37M 13,244 – –
V
191
Veritable
Delaware
$3.28M 12,905 +8 +0.1%
MGIA
192
Moneta Group Investment Advisors
Missouri
$3.26M 12,822 -5,940 -32%
EC
193
Estate Counselors
Wisconsin
$3.25M 12,765 +1,120 +10%
MWM
194
Moran Wealth Management
Florida
$3.09M 12,128 +1,257 +12%
SHGA
195
Sand Hill Global Advisors
California
$3.07M 12,076 -77 -0.6%
BPA
196
Beacon Pointe Advisors
California
$3.05M 11,999 -873 -7%
WCM
197
Wealthcare Capital Management
Virginia
$3.04M 11,955 – –
SQA
198
Simon Quick Advisors
New Jersey
$2.98M 11,730 -131 -1%
WI
199
WBI Investments
New Jersey
$2.98M 11,719 -199 -2%
CA
200
Cetera Advisors
Colorado
$2.95M 11,589 +915 +9%
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