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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 %
Morgan Stanley
1
Morgan Stanley
New York
$691M 2,523,978 +1,301,709 +106%
SCM
2
SCS Capital Management
Massachusetts
$576M 2,105,332 -57,325 -3%
Northern Trust
3
Northern Trust
Illinois
$307M 1,122,699 +63,240 +6%
Bank of America
4
Bank of America
North Carolina
$261M 952,987 -3,912 -0.4%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$259M 946,516 +686,337 +264%
Goldman Sachs
6
Goldman Sachs
New York
$204M 743,875 +25,348 +4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$203M 739,954 +3,575 +0.5%
BlackRock
8
BlackRock
New York
$201M 733,864 +176,989 +32%
P
9
Pitcairn
Pennsylvania
$148M 541,782 +621 +0.1%
Ameriprise
10
Ameriprise
Minnesota
$131M 477,409 -27,154 -5%
FWM
11
FFT Wealth Management
Pennsylvania
$126M 461,450 +34,276 +8%
UBS Group
12
UBS Group
Switzerland
$125M 457,036 -33,954 -7%
LPL Financial
13
LPL Financial
California
$121M 443,079 +6,887 +2%
EK
14
Evensky & Katz
Florida
$114M 417,414 -3,148 -0.7%
HighTower Advisors
15
HighTower Advisors
Illinois
$84.8M 309,828 +98,442 +47%
LP
16
LGL Partners
Pennsylvania
$83.3M 304,422 +2,419 +0.8%
TF
17
TLWM Financial
Texas
$81.5M 297,865 +9,473 +3%
KeyBank National Association
18
KeyBank National Association
Ohio
$80.6M 294,444 +8,326 +3%
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
$79.5M 290,365 +290,365 New
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$75M 273,973 -11,128 -4%
ST
21
Sentinel Trust
Texas
$72.9M 266,252 +2,550 +1%
PP
22
Pegasus Partners
Wisconsin
$66.8M 243,996 +5,476 +2%
TFF
23
The Family Firm
Maryland
$59M 215,443 -3,556 -2%
Wells Fargo
24
Wells Fargo
California
$58M 211,841 +9,159 +5%
William Blair & Company
25
William Blair & Company
Illinois
$57M 208,130 +16,316 +9%
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