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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 %
CWM
676
Cranbrook Wealth Management
Michigan
$113K – – –
First Manhattan
677
First Manhattan
New York
$108K – – –
WP
678
WealthShield Partners
North Carolina
$108K -$3K -10 -3%
OIA
679
Optimum Investment Advisors
Illinois
$107K – – –
CA
680
CoreCap Advisors
Michigan
$104K +$104K +347 New
HNB
681
Huntington National Bank
Ohio
$96.3K -$95K – –
FRA
682
Front Row Advisors
California
$90K – – –
Qube Research & Technologies (QRT)
683
Qube Research & Technologies (QRT)
United Kingdom
$89.1K -$151K -502 -63%
NG
684
NWK Group
California
$87.9K -$14.4K -48 -14%
BBHC
685
Brown Brothers Harriman & Co
New York
$87K – – –
CIA
686
Cape Investment Advisory
Georgia
$86.3K +$300 +1 +0.3%
TVWM
687
Tower View Wealth Management
Wisconsin
$82.5K -$2.7K -9 -3%
MAM
688
MMA Asset Management
Pennsylvania
$78.9K +$78.9K +263 New
CWP
689
Concord Wealth Partners
Virginia
$78.3K +$300 +1 +0.4%
FFA
690
Founders Financial Alliance
North Carolina
$71.3K +$299 +1 +0.4%
GJIA
691
Glass Jacobson Investment Advisors
Maryland
$67.8K – – –
BSB
692
Bangor Savings Bank
Maine
$67.5K – – –
Russell Investments Group
693
Russell Investments Group
United Kingdom
$64.2K -$900 -3 -1%
HCP
694
Hexagon Capital Partners
Arkansas
$64.2K – – –
BA
695
Ballast Advisors
Minnesota
$62.2K -$301 -1 -0.5%
DAM
696
Delta Asset Management
Tennessee
$58.5K -$2.1K -7 -3%
MFC
697
Morris Financial Concepts
South Carolina
$54.3K – – –
PA
698
Parallel Advisors
California
$52.8K – – –
M
699
MOTCO
Texas
$52.5K – – –
DWA
700
Dougherty Wealth Advisers
Minnesota
$52.5K – – –
26 27
28
29 30