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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 %
MWM
176
Mission Wealth Management
California
$4.63M 16,908 +7 +0%
SIM
177
Strategic Investment Management
Virginia
$4.56M 16,400 – –
GC
178
Gilbert & Cook
Iowa
$4.52M 16,503 -194 -1%
AWP
179
Ascent Wealth Partners
New York
$4.5M 16,438 -907 -5%
CWM
180
Cedar Wealth Management
California
$4.49M 16,401 +2,036 +14%
WCG
181
Wall Capital Group
Arizona
$4.2M 15,337 +15,337 New
AWA
182
Aquire Wealth Advisors
Utah
$4.2M 15,334 -896 -6%
MLFP
183
MPS Loria Financial Planners
Illinois
$4.18M 15,255 -203 -1%
LFS
184
Lutz Financial Services
Nebraska
$4.18M 15,253 – –
SB
185
Simmons Bank
Arkansas
$4.18M 15,252 -419 -3%
CA
186
Cetera Advisors
Colorado
$4.15M 15,171 +477 +3%
EWA
187
EP Wealth Advisors
California
$4.15M 15,143 -164 -1%
STA
188
Summit Trail Advisors
New York
$4.12M 15,063 +820 +6%
MPPLM
189
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.03M 14,719 -1,871 -11%
SEM
190
Strategic Equity Management
Arizona
$4.01M 14,660 -135,891 -90%
CAM
191
Cozad Asset Management
Illinois
$3.99M 14,559 – –
VFA
192
Valeo Financial Advisors
Indiana
$3.98M 14,545 +202 +1%
CRC
193
Curi RMB Capital
Illinois
$3.96M 14,482 +9,017 +165%
Pathstone Holdings
194
Pathstone Holdings
New Jersey
$3.82M 13,942 +13,942 New
CFG
195
Citizens Financial Group
Rhode Island
$3.81M 13,902 +8,705 +168%
BFC
196
Blue Fin Capital
Rhode Island
$3.75M 13,681 -109 -0.8%
SEI Investments
197
SEI Investments
Pennsylvania
$3.73M 13,611 +13,611 New
CSWM
198
Cassady Schiller Wealth Management
Ohio
$3.63M 13,261 – –
GP
199
Greenline Partners
New York
$3.63M 13,244 – –
TFCP
200
Twin Focus Capital Partners
Massachusetts
$3.54M 12,926 -350 -3%
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