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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.

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 %
Osaic Holdings
51
Osaic Holdings
Arizona
$31.6M -$2.04M -6,795 -6%
CAM
52
Cresset Asset Management
Illinois
$31.5M +$3.02M +10,064 +11%
HFS
53
Hantz Financial Services
Michigan
$31.4M -$1.88M -6,276 -6%
CG
54
Caprock Group
Idaho
$30.3M – – –
GU
55
Georgetown University
District of Columbia
$30M +$75.3K +251 +0.3%
WPW
56
Waldron Private Wealth
Pennsylvania
$29.2M -$340K -1,134 -1%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$28.7M -$5.28M -17,591 -16%
NRA
58
NSI Retail Advisors
Pennsylvania
$28M – – –
CA
59
CSM Advisors
Pennsylvania
$28M – – –
PWA
60
Provenance Wealth Advisors
Florida
$27.9M -$502K -1,674 -2%
GDP
61
Great Diamond Partners
Maine
$27.8M +$548K +1,827 +2%
US Bancorp
62
US Bancorp
Minnesota
$27.4M -$173K -576 -0.6%
CA
63
Clearstead Advisors
Ohio
$26.7M +$2.08K +7 +0%
BJL
64
Brighton Jones LLC
Washington
$26.1M -$184K -612 -0.7%
HWM
65
HB Wealth Management
Georgia
$25.6M +$112K +374 +0.4%
IC
66
IEQ Capital
California
$25.4M +$430K +1,433 +2%
BCM
67
Brookstone Capital Management
Illinois
$24.7M +$1.17M +3,906 +5%
Comerica Bank
68
Comerica Bank
Texas
$24.5M -$1.57M -5,225 -6%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$24.4M +$54.9K +183 +0.2%
Mariner
70
Mariner
Kansas
$23.1M +$88.8K +296 +0.4%
EFG
71
Embree Financial Group
Illinois
$23M -$435K -1,449 -2%
TW
72
Trajan Wealth
Arizona
$22.4M +$22.4M +74,555 New
SP
73
Stairway Partners
Illinois
$22.1M -$913K -3,043 -4%
FWM
74
FFT Wealth Management
Pennsylvania
$21.9M -$117M -388,399 -84%
BF
75
Brooklyn FI
New York
$21.7M +$94.2K +314 +0.4%
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