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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
10.98%
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
1
UNC Management Company
North Carolina
$120M
2
BlackRock
2
BlackRock
New York
$287M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$47.9M
4
WA
4
Waverly Advisors
Alabama
$56.9M
5
Cerity Partners
5
Cerity Partners
New York
$36.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$366M
2
FWM
2
FFT Wealth Management
Pennsylvania
$21.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$187M
4
KeyBank National Association
4
KeyBank National Association
Ohio
$2.45M
5
LP
5
LGL Partners
Pennsylvania
$9.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
Waverly Advisors
Alabama
$56.9M +$28.9M +96,291 +103%
Wells Fargo
27
Wells Fargo
California
$54.7M -$8.88M -29,579 -14%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$54.4M -$3.54M -11,714 -6%
PCP
29
Proficio Capital Partners
Massachusetts
$52M +$773K +2,626 +2%
Bessemer Group
30
Bessemer Group
New Jersey
$52M -$92.4K -308 -0.2%
BP
31
Ballentine Partners
Massachusetts
$51.1M +$819K +2,730 +2%
GAG
32
GM Advisory Group
New York
$50.2M +$1.84M +6,119 +4%
RMDI
33
R.M. Davis Inc
Maine
$48.1M -$240K -800 -0.5%
Bank of Nova Scotia
34
Bank of Nova Scotia
Ontario, Canada
$47.9M +$47.9M +159,700 New
CB
35
Commerce Bank
Missouri
$47.6M +$3.02M +10,069 +7%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$47.3M -$15.1M -50,324 -24%
TIAA Trust, National Association
37
TIAA Trust, National Association
North Carolina
$47.1M -$286K -954 -0.6%
CWM
38
Calamos Wealth Management
Illinois
$46.7M -$416K -1,387 -0.9%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$46.5M -$9.62M -32,052 -17%
SI
40
Stephens Inc
Arkansas
$46.4M +$1.64M +5,471 +4%
Franklin Resources
41
Franklin Resources
California
$43.4M +$458K +1,525 +1%
WRTC
42
Wind River Trust Company
Wyoming
$37.4M – – –
Jones Financial Companies
43
Jones Financial Companies
Missouri
$37.2M -$20.1K -67 -0.1%
MCCA
44
Mill Creek Capital Advisors
Pennsylvania
$37.2M -$586K -1,954 -2%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$37.1M -$10.2M -33,903 -22%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$36.9M -$233K -775 -0.6%
PS
47
Portfolio Strategies
New York
$36.8M +$282K +942 +0.8%
Cerity Partners
48
Cerity Partners
New York
$36.4M +$19.9M +66,231 +120%
GWM
49
Geneos Wealth Management
Colorado
$33.1M -$3.05M -10,165 -8%
TWM
50
Tanglewood Wealth Management
Texas
$32.1M -$2M -6,651 -6%
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