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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 %
HGERS
726
Householder Group Estate & Retirement Specialist
Arizona
$22.8K – – –
FIM
727
Fernwood Investment Management
Massachusetts
$22.8K +$22.8K +76 New
GPFA
728
Game Plan Financial Advisors
Ohio
$22.5K – – –
AWM
729
Activest Wealth Management
Florida
$21.9K – – –
JFG
730
JDM Financial Group
Texas
$21.9K – – –
Federated Hermes
731
Federated Hermes
Pennsylvania
$17.1K -$2.96M -9,854 -99%
CMP
732
Coston McIsaac & Partners
Maine
$17K – – –
EWA
733
Elevate Wealth Advisory
Georgia
$16.8K – – –
FCA
734
FinTrust Capital Advisors
South Carolina
$15.9K – – –
DFA
735
DHJJ Financial Advisors
Illinois
$15.6K – – –
NIC
736
Northwest Investment Counselors
Oregon
$15.3K +$15.3K +51 New
FP
737
Financial Perspectives
Minnesota
$15K – – –
CB
738
CNB Bank
Pennsylvania
$15K – – –
OA
739
Operose Advisors
Wisconsin
$14.7K – – –
GWS
740
Glassman Wealth Services
Virginia
$14.6K – – –
CB
741
Centennial Bank
Arkansas
$14.1K – – –
OC
742
Oakworth Capital
Alabama
$13.2K +$13.2K +44 New
National Bank of Canada
743
National Bank of Canada
Quebec, Canada
$12.8K – – –
BL
744
BFSG LLC
California
$12K – – –
RG
745
Retirement Group
California
$11.4K – – –
PS
746
Principal Securities
Iowa
$9.6K – – –
FFA
747
Frazier Financial Advisors
Ohio
$9.12K – – –
Simplex Trading
748
Simplex Trading
Illinois
$8K -$825K -2,784 -99%
MLA
749
MB, Levis & Associates
Pennsylvania
$7.81K – – –
CFFP
750
Center for Financial Planning
Michigan
$7.8K – – –
28 29
30
31 32