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iShares Russell 3000 ETF
IWV

Overview Fund Activity

757 hedge funds and large institutions have $7.47B invested in iShares Russell 3000 ETF in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 193 increasing their positions, 251 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+4
Holders Change %
+0.53%
% of All Funds
10.97%
Holding in Top 10
49
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.91%
% of All Funds
0.71%
New
53
Increased
193
Reduced
251
Closed
42
Calls
$7.26M
Puts
$2.97M
Net Calls
+$4.29M
Net Calls Change
-$8.91M

Top Buyers

1
UMC
UNC Management Company
North Carolina
+$120M
2
BlackRock
BlackRock
New York
+$67.2M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$47.9M
4
WA
Waverly Advisors
Alabama
+$28.9M
5
Cerity Partners
Cerity Partners
New York
+$19.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$392M
2
FWM
FFT Wealth Management
Pennsylvania
-$117M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$96.8M
4
KeyBank National Association
KeyBank National Association
Ohio
-$85.9M
5
LP
LGL Partners
Pennsylvania
-$81.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLPIM
251
F.L. Putnam Investment Management
Massachusetts
$2.32M -$114K -379 -5%
RB
252
Renasant Bank
Mississippi
$2.2M – – –
MWM
253
Modera Wealth Management
New Jersey
$2.13M +$88.8K +296 +4%
HFS
254
Heritage Financial Services
Massachusetts
$2.09M – – –
OFG
255
Oxford Financial Group
Indiana
$2.09M – – –
LIG
256
Lokken Investment Group
Delaware
$2.08M +$5.1K +17 +0.2%
BFM
257
Boston Financial Management
Massachusetts
$2.08M -$4.5K -15 -0.2%
SF
258
Synovus Financial
Georgia
$2.07M +$70.8K +236 +4%
WCA
259
Waypoint Capital Advisors
Minnesota
$2.01M – – –
DWM
260
Dakota Wealth Management
Florida
$2.01M +$471K +1,571 +31%
MWM
261
Moran Wealth Management
Florida
$2M -$4.18M -13,916 -68%
H
262
HoyleCohen
California
$1.98M – – –
DF
263
Dunhill Financial
United Kingdom
$1.95M -$47.7K -159 -2%
IBOK
264
Independence Bank of Kentucky
Kentucky
$1.92M -$60K -200 -3%
AC
265
Apella Capital
Connecticut
$1.92M +$893 +3 +0%
ZIM
266
Zacks Investment Management
Illinois
$1.91M -$4.69M -15,642 -71%
QCM
267
QRG Capital Management
Illinois
$1.89M -$828K -2,759 -30%
Kayne Anderson Rudnick Investment Management
268
Kayne Anderson Rudnick Investment Management
California
$1.87M +$3K +10 +0.2%
RSC
269
Red Spruce Capital
Pennsylvania
$1.87M -$56.1K -187 -3%
Susquehanna International Group
270
Susquehanna International Group
Pennsylvania
$1.85M -$219K -730 -11%
CCM
271
Cohen Capital Management
California
$1.83M – – –
MFT
272
Moisand Fitzgerald Tamayo
Florida
$1.77M – – –
WA
273
Wealth Architects
California
$1.77M – – –
LNB
274
Ledyard National Bank
$1.77M -$78.6K -262 -4%
MCM
275
MAI Capital Management
Ohio
$1.76M +$429K +1,428 +32%
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