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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 %
LWANC
701
Laurel Wealth Advisors (North Carolina)
North Carolina
$49.5K – – –
SVCP
702
Silicon Valley Capital Partners
California
$49.3K – – –
AWM
703
Avior Wealth Management
Nebraska
$48.9K +$33.9K +113 +226%
FIM
704
FWL Investment Management
Texas
$45.3K +$27.3K +91 +152%
T
705
Tidemark
California
$44.4K – – –
RIL
706
Rothschild Investment LLC
Illinois
$42.9K – – –
RFG
707
RFP Financial Group
Georgia
$42.3K – – –
APW
708
Atlantic Private Wealth
North Carolina
$41.5K – – –
JFA
709
JNBA Financial Advisors
Minnesota
$37K – – –
EWM
710
EPG Wealth Management
Georgia
$34.5K – – –
HWM
711
Horizons Wealth Management
North Carolina
$33.4K – – –
CPA
712
Cardiff Park Advisors
California
$32.3K – – –
NS
713
NBC Securities
Alabama
$31K – – –
TC
714
Truvestments Capital
Florida
$30.6K -$26.7K -89 -47%
GA
715
GoalVest Advisory
New York
$30K -$30K -100 -50%
FDCDDQ
716
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30K – – –
SS
717
Sunbelt Securities
Texas
$30K – – –
MMG
718
Monetary Management Group
Missouri
$30K – – –
RCM
719
Rain Capital Management
Oregon
$29.9K – – –
BIM
720
Breakwater Investment Management
Washington
$28.8K +$28.8K +96 New
WTA
721
Washington Trust Advisors
Massachusetts
$27.9K – – –
TSWM
722
Tyler-Stone Wealth Management
Ohio
$27.6K – – –
PPC
723
Park Place Capital
Alabama
$27K – – –
BCMLT
724
Beacon Capital Management LLC (Tennessee)
Tennessee
$26.4K – – –
BHWM
725
Beaird Harris Wealth Management
Texas
$24.3K +$24.3K +81 New
27 28
29
30 31