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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
$287M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$47.9M
4
WA
Waverly Advisors
Alabama
$56.9M
5
Cerity Partners
Cerity Partners
New York
$36.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$366M
2
FWM
FFT Wealth Management
Pennsylvania
$21.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$187M
4
KeyBank National Association
KeyBank National Association
Ohio
$2.45M
5
LP
LGL Partners
Pennsylvania
$9.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
626
Cannon Financial Strategists
Georgia
$217K +$217K +723 New
MPM
627
Meritage Portfolio Management
Kansas
$216K +$216K +720 New
Financial Engines Advisors
628
Financial Engines Advisors
California
$215K -$129K -431 -38%
GSAM
629
Grant Street Asset Management
Pennsylvania
$212K -$14.1K -47 -6%
TPCW
630
TD Private Client Wealth
New York
$212K +$53.4K +178 +34%
PWP
631
Principle Wealth Partners
Connecticut
$211K +$211K +703 New
AIM
632
Acropolis Investment Management
Missouri
$210K – – –
VHAM
633
Van Hulzen Asset Management
California
$209K +$209K +695 New
SG
634
StoneX Group
New York
$208K -$13.8K -46 -6%
AUB
635
Atlantic Union Bankshares
Virginia
$208K +$208K +692 New
LWCFA
636
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$207K – – –
CP
637
Canopy Partners
Ohio
$205K +$205K +682 New
CB
638
Cadence Bank
Mississippi
$205K +$205K +682 New
MWP
639
Meridian Wealth Partners
Pennsylvania
$204K +$204K +681 New
TAM
640
Titleist Asset Management
Texas
$204K +$204K +681 New
NW
641
Naviter Wealth
Arkansas
$204K +$204K +680 New
BIAS
642
Beacon Investment Advisory Services
New Jersey
$203K +$203K +677 New
PCM
643
Parsons Capital Management
Rhode Island
$203K +$203K +675 New
SCTC
644
Sanibel Captiva Trust Company
Florida
$203K +$203K +675 New
CFS
645
CRA Financial Services
New Jersey
$202K +$202K +672 New
SAW
646
Signal Advisors Wealth
Michigan
$201K +$201K +670 New
AQR Capital Management
647
AQR Capital Management
Connecticut
$200K +$200K +667 New
HP
648
Holistic Planning
Texas
$200K +$200K +667 New
GFL
649
Granite FO LLC
New Hampshire
$195K – – –
PWMG
650
Private Wealth Management Group
New Jersey
$194K -$30.9K -103 -14%
24 25
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