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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 %
ECG
201
Edge Capital Group
Georgia
$3.53M 12,892 -2,214 -15%
CCB
202
Country Club Bank
Missouri
$3.52M 12,827 -590 -4%
WI
203
WBI Investments
New Jersey
$3.44M 12,560 -264 -2%
FHB
204
First Hawaiian Bank
Hawaii
$3.4M 12,422 +1,144 +10%
LC
205
Lindbrook Capital
California
$3.39M 12,398 +2,054 +20%
EFG
206
Everhart Financial Group
Ohio
$3.29M 12,007 +12,007 New
Wealth Enhancement Advisory Services
207
Wealth Enhancement Advisory Services
Minnesota
$3.28M 11,974 +3,749 +46%
SQA
208
Simon Quick Advisors
New Jersey
$3.23M 11,800 +70 +0.6%
BPA
209
Beacon Pointe Advisors
California
$3.18M 11,627 -719 -6%
WCM
210
Wealthcare Capital Management
Virginia
$3.15M 11,491 – –
JFG
211
JMG Financial Group
Illinois
$3.11M 11,360 +172 +2%
PCIA
212
Prime Capital Investment Advisors
Kansas
$3.11M 11,355 +9,906 +684%
OSAM
213
O'Shaughnessy Asset Management
Connecticut
$3.1M 11,329 +10,605 +1,465%
SHGA
214
Sand Hill Global Advisors
California
$3.07M 11,221 +2 +0%
WT
215
Washington Trust
Rhode Island
$3.03M 11,078 -78 -0.7%
AHC
216
Anderson Hoagland & Co
Missouri
$2.99M 10,975 -1,625 -13%
AWM
217
Aries Wealth Management
Maine
$2.98M 10,883 – –
ZF
218
Zhang Financial
Michigan
$2.97M 10,856 +7 +0.1%
CA
219
Cambridge Associates
Massachusetts
$2.95M 10,764 +10,764 New
MFA
220
McClarren Financial Advisors
Pennsylvania
$2.92M 10,660 +65 +0.6%
SPP
221
Single Point Partners
Massachusetts
$2.85M 10,409 +1,386 +15%
ASN
222
Advisory Services Network
Georgia
$2.84M 10,358 +1,505 +17%
SWA
223
Sax Wealth Advisors
New Jersey
$2.81M 10,264 +27 +0.3%
Natixis Advisors
224
Natixis Advisors
Massachusetts
$2.81M 10,264 -153 -1%
Prudential Financial
225
Prudential Financial
New Jersey
$2.78M 10,163 +808 +9%
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