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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 %
CGPCS
601
Capital Group Private Client Services
California
$240K – – –
GWSG
602
GPS Wealth Strategies Group
Colorado
$235K -$33.9K -113 -13%
FFG
603
Frisch Financial Group
New York
$235K – – –
SWM
604
Silverlake Wealth Management
Vermont
$235K – – –
PFG
605
Prosperity Financial Group
California
$235K – – –
CWG
606
Cornerstone Wealth Group
North Carolina
$235K +$235K +782 New
USB
607
Union Savings Bank
Connecticut
$234K -$107K -357 -31%
SPFA
608
Summit Place Financial Advisors
New Jersey
$233K – – –
T. Rowe Price Associates
609
T. Rowe Price Associates
Maryland
$230K – – –
Thrivent Financial for Lutherans
610
Thrivent Financial for Lutherans
Minnesota
$230K +$600 +2 +0.3%
SL
611
Salomon & Ludwin
Virginia
$230K – – –
AWM
612
Apollon Wealth Management
South Carolina
$229K -$4.8K -16 -2%
GI
613
Gradient Investments
Minnesota
$229K – – –
AIM
614
Anchor Investment Management
South Carolina
$227K +$600 +2 +0.3%
DA
615
DCM Advisors
New York
$227K -$150K -500 -40%
CASB
616
Cape Ann Savings Bank
Massachusetts
$227K – – –
RWB
617
RMR Wealth Builders
New Jersey
$225K +$300 +1 +0.1%
AFA
618
American Financial Advisors
Georgia
$223K +$300 +1 +0.1%
GA
619
GSG Advisors
New Jersey
$223K -$86.6K -291 -28%
BWA
620
Bordeaux Wealth Advisors
California
$221K +$221K +737 New
IAG
621
Investmark Advisory Group
Connecticut
$221K – – –
SC
622
Sapient Capital
Indiana
$220K -$6.3K -21 -3%
AA
623
Auxano Advisors
Washington
$220K – – –
LWM
624
LJI Wealth Management
Indiana
$219K +$219K +729 New
EFMC
625
Empire Financial Management Company
New York
$218K +$218K +725 New
23 24
25
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