iShares Russell 3000 ETF
754 hedge funds and large institutions have $7.16B invested in iShares Russell 3000 ETF in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 207 increasing their positions, 227 reducing their positions, and 22 closing their positions.
416% more call options, than puts
Call options by funds: $16.4M | Put options by funds: $3.17M
382% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 22
16% more capital invested
Capital invested by funds: $6.18B → $7.16B (+$979M)
12% more funds holding in top 10
Funds holding in top 10: 49 → 55 (+6)
11% more funds holding
Funds holding: 681 → 754 (+73)
0.77% more ownership
Funds ownership: 56.46% → 57.23% (+0.77%)
9% less repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 227
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$175M |
| 2 |
BlackRock
New York
|
+$45.1M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$25.1M |
| 4 |
CA
CSM Advisors
Warrendale,
Pennsylvania
|
+$23.8M |
| 5 |
NRA
NSI Retail Advisors
Warrendale,
Pennsylvania
|
+$23.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$87.2M |
| 2 |
SEM
Strategic Equity Management
Tucson,
Arizona
|
-$34.6M |
| 3 |
SF
Synovus Financial
Columbus,
Georgia
|
-$25.2M |
| 4 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$16.7M |
| 5 |
LNWTC
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
-$16.5M |
IWV Hedge Fund Activity: Q4 2023 in Review
754 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q4 2023, worth a combined $7.16B — up 16% from $6.18B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new IWV positions and 22 closed out — a net gain of 84 holders — while 207 added to existing stakes and 227 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $175M. The largest seller was Corient Private Wealth, cutting an estimated $87.2M.
- 754 institutional investors held iShares Russell 3000 ETF (IWV) as of Q4 2023, up from 681 in Q3 2023.
- Funds reported $7.16B of iShares Russell 3000 ETF stock for Q4 2023, up 16% quarter-over-quarter.
- 106 funds opened new iShares Russell 3000 ETF positions in Q4 2023 and 22 closed out, a net change of +84 holders.
- The largest iShares Russell 3000 ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $175M added.
- The largest iShares Russell 3000 ETF seller in Q4 2023 was Corient Private Wealth, an estimated $87.2M sold.
Based on aggregated 13F filings for Q4 2023.