iShares Russell 3000 ETF
681 hedge funds and large institutions have $6.18B invested in iShares Russell 3000 ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 136 increasing their positions, 226 reducing their positions, and 35 closing their positions.
311% more call options, than puts
Call options by funds: $14.7M | Put options by funds: $3.58M
34% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 35
0% more funds holding
Funds holding: 678 → 681 (+3)
0.9% less ownership
Funds ownership: 57.36% → 56.46% (-0.9%)
4% less capital invested
Capital invested by funds: $6.46B → $6.18B (-$275M)
4% less funds holding in top 10
Funds holding in top 10: 51 → 49 (-2)
40% less repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 226
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$88.7M |
| 2 |
Morgan Stanley
New York
|
+$45.3M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$25.7M |
| 4 |
BlackRock
New York
|
+$14.6M |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$9.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$161M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$67M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$46.7M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$25.7M |
| 5 |
ACA
Affinity Capital Advisors
Berkeley,
California
|
-$16.3M |
IWV Hedge Fund Activity: Q3 2023 in Review
681 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q3 2023, worth a combined $6.18B — down 4.3% from $6.46B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new IWV positions and 35 closed out — a net gain of 12 holders — while 136 added to existing stakes and 226 trimmed.
The largest buyer was Corient Private Wealth, adding an estimated $88.7M. The largest seller was EP Wealth Advisors, cutting an estimated $161M.
- 681 institutional investors held iShares Russell 3000 ETF (IWV) as of Q3 2023, up from 678 in Q2 2023.
- Funds reported $6.18B of iShares Russell 3000 ETF stock for Q3 2023, down 4.3% quarter-over-quarter.
- 47 funds opened new iShares Russell 3000 ETF positions in Q3 2023 and 35 closed out, a net change of +12 holders.
- The largest iShares Russell 3000 ETF buyer in Q3 2023 was Corient Private Wealth, an estimated $88.7M added.
- The largest iShares Russell 3000 ETF seller in Q3 2023 was EP Wealth Advisors, an estimated $161M sold.
Based on aggregated 13F filings for Q3 2023.