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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 %
AA
451
Ancora Advisors
Ohio
$582K -$15K -50 -3%
FGAM
452
Financial Gravity Asset Management
Texas
$580K -$5.22M -18,192 -90%
AWE
453
Avidian Wealth Enterprises
Texas
$579K – – –
CC
454
Cornerstone Capital
California
$577K +$12K +40 +2%
FWI
455
Facet Wealth Inc
Maryland
$574K – – –
WWP
456
Waypoint Wealth Partners
California
$569K – – –
OAM
457
Oppenheimer Asset Management
New York
$565K -$114K -379 -17%
MCA
458
MSH Capital Advisors
Arizona
$563K -$351K -1,171 -38%
TW
459
TritonPoint Wealth
Maryland
$553K -$740K -1,156 -57%
SWM
460
Spire Wealth Management
Virginia
$544K +$300 +1 +0.1%
AF
461
Allworth Financial
California
$540K – – –
HPC
462
HM Payson & Co
Maine
$537K – – –
PWM
463
Perigon Wealth Management
California
$536K +$300 +1 +0.1%
RWM
464
RKL Wealth Management
Pennsylvania
$534K +$1.2K +4 +0.2%
UBV
465
United Bank (Virginia)
Virginia
$531K – – –
VWA
466
VERITY Wealth Advisors
United States
$531K – – –
NA
467
NewEdge Advisors
Louisiana
$524K -$8.4K -28 -2%
GI
468
GLOBALT Investments
Georgia
$521K – – –
SC
469
SouthState Corp
Florida
$515K – – –
BWA
470
Burt Wealth Advisors
Maryland
$512K – – –
MIM
471
MTM Investment Management
South Carolina
$509K – – –
ECG
472
EPIQ Capital Group
California
$495K +$1.2K +4 +0.2%
EL
473
Envoi LLC
Minnesota
$494K -$171K -570 -26%
QPWM
474
Quadrant Private Wealth Management
Pennsylvania
$486K +$1.2K +4 +0.2%
PFA
475
Pathway Financial Advisors
Vermont
$480K – – –
17 18
19
20 21