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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 Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$560M 2,198,979 -19,111 -0.9%
Northern Trust
2
Northern Trust
Illinois
$271M 1,064,620 -17,084 -2%
Morgan Stanley
3
Morgan Stanley
New York
$266M 1,044,897 -86,436 -8%
Bank of America
4
Bank of America
North Carolina
$238M 936,083 -14,981 -2%
Ameriprise
5
Ameriprise
Minnesota
$195M 766,697 +219,790 +40%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$190M 746,885 -6,450 -0.9%
Goldman Sachs
7
Goldman Sachs
New York
$180M 708,498 +25,377 +4%
JPMPWA
8
J.P. Morgan Private Wealth Advisors
California
$165M 649,601 -427,826 -40%
P
9
Pitcairn
Pennsylvania
$140M 551,235 -23,495 -4%
UBS Group
10
UBS Group
Switzerland
$132M 516,964 +9,802 +2%
BlackRock
11
BlackRock
New York
$127M 499,778 -90,652 -15%
LPL Financial
12
LPL Financial
California
$111M 436,487 +7,226 +2%
EK
13
Evensky & Katz
Florida
$110M 430,495 -7,724 -2%
FWM
14
FFT Wealth Management
Pennsylvania
$109M 427,234 +137 +0%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$82.2M 322,855 +44,577 +16%
LP
16
LGL Partners
Pennsylvania
$76.9M 302,003 +789 +0.3%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$74.8M 294,054 -13,198 -4%
KeyBank National Association
18
KeyBank National Association
Ohio
$74.8M 294,028 -7,730 -3%
ST
19
Sentinel Trust
Texas
$66.8M 262,579 -3,880 -1%
TF
20
TLWM Financial
Texas
$65.3M 256,480 +13,951 +6%
CG
21
Colony Group
Massachusetts
$59M 231,886 -6,382 -3%
PP
22
Pegasus Partners
Wisconsin
$58.6M 230,219 -330 -0.1%
TFF
23
The Family Firm
Maryland
$56.8M 223,163 -1,938 -0.9%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$53.8M 211,272 +50,501 +31%
Wells Fargo
25
Wells Fargo
California
$51.1M 200,858 +25,568 +15%
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