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iShares Russell 3000 ETF
IWV

Overview Fund Activity

681 hedge funds and large institutions have $6.2B invested in iShares Russell 3000 ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 225 reducing their positions, and 34 closing their positions.

Holders
681
Holders Change
+5
Holders Change %
+0.74%
% of All Funds
10.86%
Holding in Top 10
49
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.92%
% of All Funds
0.78%
New
48
Increased
137
Reduced
225
Closed
34
Calls
$14.7M
Puts
$3.58M
Net Calls
+$11.1M
Net Calls Change
-$273K

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$88.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$300M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$40M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$51.8M
5
PWA
5
Provenance Wealth Advisors
Florida
$23.6M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$3.75M
2
Ameriprise
2
Ameriprise
Minnesota
$124M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$114M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$15.1M
5
ACA
5
Affinity Capital Advisors
California
$2.31M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$532M 2,162,657 -36,322 -2%
Morgan Stanley
2
Morgan Stanley
New York
$300M 1,222,269 +177,372 +17%
Northern Trust
3
Northern Trust
Illinois
$260M 1,059,459 -5,161 -0.5%
Bank of America
4
Bank of America
North Carolina
$234M 956,899 +20,816 +2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$180M 736,379 -10,506 -1%
Goldman Sachs
6
Goldman Sachs
New York
$176M 718,527 +10,029 +1%
BlackRock
7
BlackRock
New York
$136M 556,875 +57,097 +11%
P
8
Pitcairn
Pennsylvania
$133M 541,161 -10,074 -2%
Ameriprise
9
Ameriprise
Minnesota
$124M 504,563 -262,134 -34%
UBS Group
10
UBS Group
Switzerland
$120M 490,990 -25,974 -5%
JPMPWA
11
J.P. Morgan Private Wealth Advisors
California
$114M 466,979 -182,622 -28%
LPL Financial
12
LPL Financial
California
$107M 436,192 -295 -0.1%
FWM
13
FFT Wealth Management
Pennsylvania
$105M 427,174 -60 -0%
EK
14
Evensky & Katz
Florida
$103M 420,562 -9,933 -2%
Corient Private Wealth
15
Corient Private Wealth
Florida
$88.3M 534,942 +347,103 +185%
LP
16
LGL Partners
Pennsylvania
$74M 302,003 – –
TF
17
TLWM Financial
Texas
$70.7M 288,392 +31,912 +12%
KeyBank National Association
18
KeyBank National Association
Ohio
$70.1M 286,118 -7,910 -3%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$69.9M 285,101 -8,953 -3%
ST
20
Sentinel Trust
Texas
$64.6M 263,702 +1,123 +0.4%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$63.8M 260,179 -62,676 -19%
CG
22
Colony Group
Massachusetts
$58.7M 239,721 +7,835 +3%
PP
23
Pegasus Partners
Wisconsin
$58.5M 238,520 +8,301 +4%
TFF
24
The Family Firm
Maryland
$53.7M 218,999 -4,164 -2%
HighTower Advisors
25
HighTower Advisors
Illinois
$51.8M 211,386 +100,520 +91%
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