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iShares Russell 3000 ETF
IWV

755 hedge funds and large institutions have $7.51B invested in iShares Russell 3000 ETF in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 208 increasing their positions, 227 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

416% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $3.17M

382% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 22

21% more capital invested

Capital invested by funds: $6.21B → $7.51B (+$1.3B)

12% more funds holding in top 10

Funds holding in top 10: 49 → 55 (+6)

11% more funds holding

Funds holding: 682 → 755 (+73)

3.33% more ownership

Funds ownership: 56.69% → 60.02% (+3.3%)

8% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 227

Holders
755
Holders Change
+73
Holders Change %
+10.7%
% of All Funds
11.01%
Holding in Top 10
55
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.24%
% of All Funds
0.8%
New
106
Increased
208
Reduced
227
Closed
22
Calls
$16.4M
Puts
$3.17M
Net Calls
+$13.2M
Net Calls Change
+$2.07M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$332M
2
JP Morgan Chase
JP Morgan Chase
New York
+$175M
3
BlackRock
BlackRock
New York
+$45.1M
4
HighTower Advisors
HighTower Advisors
Illinois
+$25.1M
5
CA
CSM Advisors
Pennsylvania
+$23.8M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$87.2M
2
SEM
Strategic Equity Management
Arizona
-$34.6M
3
SF
Synovus Financial
Georgia
-$25.2M
4
CA
Clearstead Advisors
Ohio
-$23M
5
FWIA
Fort Washington Investment Advisors
Ohio
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
176
Mission Wealth Management
California
$4.63M +$1.78K +7 +0%
SIM
177
Strategic Investment Management
Virginia
$4.56M – – –
GC
178
Gilbert & Cook
Iowa
$4.52M -$49.5K -194 -1%
AWP
179
Ascent Wealth Partners
New York
$4.5M -$231K -907 -5%
CWM
180
Cedar Wealth Management
California
$4.49M +$519K +2,036 +14%
WCG
181
Wall Capital Group
Arizona
$4.2M +$3.91M +15,337 New
AWA
182
Aquire Wealth Advisors
Utah
$4.2M -$228K -896 -6%
MLFP
183
MPS Loria Financial Planners
Illinois
$4.18M -$51.8K -203 -1%
LFS
184
Lutz Financial Services
Nebraska
$4.18M – – –
SB
185
Simmons Bank
Arkansas
$4.18M -$107K -419 -3%
CA
186
Cetera Advisors
Colorado
$4.15M +$122K +477 +3%
EWA
187
EP Wealth Advisors
California
$4.15M -$41.8K -164 -1%
STA
188
Summit Trail Advisors
New York
$4.12M +$209K +820 +6%
MPPLM
189
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.03M -$477K -1,871 -11%
SEM
190
Strategic Equity Management
Arizona
$4.01M -$34.6M -135,891 -90%
CAM
191
Cozad Asset Management
Illinois
$3.99M – – –
VFA
192
Valeo Financial Advisors
Indiana
$3.98M +$51.5K +202 +1%
CRC
193
Curi RMB Capital
Illinois
$3.96M +$2.3M +9,017 +165%
Pathstone Holdings
194
Pathstone Holdings
New Jersey
$3.82M +$3.55M +13,942 New
CFG
195
Citizens Financial Group
Rhode Island
$3.81M +$2.22M +8,705 +168%
BFC
196
Blue Fin Capital
Rhode Island
$3.75M -$27.8K -109 -0.8%
SEI Investments
197
SEI Investments
Pennsylvania
$3.73M +$3.47M +13,611 New
CSWM
198
Cassady Schiller Wealth Management
Ohio
$3.63M – – –
GP
199
Greenline Partners
New York
$3.63M – – –
TFCP
200
Twin Focus Capital Partners
Massachusetts
$3.54M -$89.2K -350 -3%
6 7
8
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IWV Hedge Fund Activity: Q4 2023 in Review

755 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q4 2023, worth a combined $7.51B — up 21% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new IWV positions and 22 closed out — a net gain of 84 holders — while 208 added to existing stakes and 227 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $332M. The largest seller was Corient Private Wealth, cutting an estimated $87.2M.

  • 755 institutional investors held iShares Russell 3000 ETF (IWV) as of Q4 2023, up from 682 in Q3 2023.
  • Funds reported $7.51B of iShares Russell 3000 ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 106 funds opened new iShares Russell 3000 ETF positions in Q4 2023 and 22 closed out, a net change of +84 holders.
  • The largest iShares Russell 3000 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $332M added.
  • The largest iShares Russell 3000 ETF seller in Q4 2023 was Corient Private Wealth, an estimated $87.2M sold.

Based on aggregated 13F filings for Q4 2023.