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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 %
EWA
176
EP Wealth Advisors
California
$3.75M 15,307 -629,963 -98%
LFS
177
Lutz Financial Services
Nebraska
$3.74M 15,253 – –
ECG
178
Edge Capital Group
Georgia
$3.7M 15,106 -2,634 -15%
PFO
179
Pathstone Family Office
New Jersey
$3.6M 14,696 +14,696 New
CA
180
Cetera Advisors
Colorado
$3.6M 14,694 +3,105 +27%
CAM
181
Cozad Asset Management
Illinois
$3.57M 14,559 – –
CWM
182
Cedar Wealth Management
California
$3.52M 14,365 +200 +1%
VFA
183
Valeo Financial Advisors
Indiana
$3.51M 14,343 +14,343 New
STA
184
Summit Trail Advisors
New York
$3.5M 14,243 – –
BFC
185
Blue Fin Capital
Rhode Island
$3.38M 13,790 -21 -0.2%
CCB
186
Country Club Bank
Missouri
$3.3M 13,417 -125 -0.9%
TFCP
187
Twin Focus Capital Partners
Massachusetts
$3.25M 13,276 – –
CSWM
188
Cassady Schiller Wealth Management
Ohio
$3.25M 13,261 – –
GP
189
Greenline Partners
New York
$3.25M 13,244 – –
WI
190
WBI Investments
New Jersey
$3.14M 12,824 +1,105 +9%
AHC
191
Anderson Hoagland & Co
Missouri
$3.09M 12,600 +8,500 +207%
BPA
192
Beacon Pointe Advisors
California
$3.03M 12,346 +347 +3%
SQA
193
Simon Quick Advisors
New Jersey
$2.87M 11,730 – –
WSFS
194
Wilmington Savings Fund Society
Delaware
$2.82M 11,513 – –
WCM
195
Wealthcare Capital Management
Virginia
$2.82M 11,491 -464 -4%
FHB
196
First Hawaiian Bank
Hawaii
$2.76M 11,278 -3,713 -25%
Cerity Partners
197
Cerity Partners
New York
$2.76M 11,210 -44,307 -80%
SHGA
198
Sand Hill Global Advisors
California
$2.75M 11,219 -857 -7%
JFG
199
JMG Financial Group
Illinois
$2.74M 11,188 – –
WT
200
Washington Trust
Rhode Island
$2.73M 11,156 -13 -0.1%
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