IWV icon

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 Holding Trade Value Shares
Change 		Shares
Change %
IWA
201
Intercontinental Wealth Advisors
Texas
$2.93M – – –
WSFS
202
Wilmington Savings Fund Society
Delaware
$2.93M -$63.6K -250 -2%
FHC
203
First Heartland Consultants
Missouri
$2.87M +$300K +1,179 +12%
JFG
204
JMG Financial Group
Illinois
$2.85M – – –
WT
205
Washington Trust
Rhode Island
$2.84M -$18.6K -73 -0.6%
AWM
206
Aries Wealth Management
Maine
$2.77M -$12.7K -50 -0.5%
Natixis Advisors
207
Natixis Advisors
Massachusetts
$2.73M +$27.5K +108 +1%
MFA
208
McClarren Financial Advisors
Pennsylvania
$2.7M +$7.89K +31 +0.3%
ZF
209
Zhang Financial
Michigan
$2.7M +$55.5K +218 +2%
EW
210
Evoke Wealth
California
$2.67M – – –
FNT
211
First National Trust
Pennsylvania
$2.67M +$103K +403 +4%
CHC
212
City Holding Co
West Virginia
$2.63M +$4.84K +19 +0.2%
SWA
213
Sax Wealth Advisors
New Jersey
$2.59M -$42.2K -166 -2%
LC
214
Lindbrook Capital
California
$2.59M -$53.2K -209 -2%
TWM
215
Tolleson Wealth Management
Texas
$2.58M -$151K -592 -6%
SWP
216
Stratos Wealth Partners
Ohio
$2.57M +$23.4K +92 +0.9%
FAM
217
Family Asset Management
South Carolina
$2.56M -$48.4K -190 -2%
1IA
218
1620 Investment Advisors
Massachusetts
$2.56M +$2.56M +356 New
PCMC
219
Private Capital Management (Colorado)
Colorado
$2.55M -$268K -1,052 -10%
GW
220
GW & Wade
Massachusetts
$2.48M – – –
IAN
221
Integrated Advisors Network
Texas
$2.45M – – –
AA
222
Alesco Advisors
New York
$2.42M +$3.05K +12 +0.1%
IFWM
223
Institute for Wealth Management
Colorado
$2.38M – – –
Prudential Financial
224
Prudential Financial
New Jersey
$2.35M – – –
CIBC Private Wealth Group
225
CIBC Private Wealth Group
Georgia
$2.32M -$8.91K -35 -0.4%
7 8
9
10 11