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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 %
BTI
751
Blue Trust Inc
Georgia
$7.5K +$7.5K +25 New
TC
752
Trust Company
Kansas
$6.53K -$297 -1 -4%
NSIM
753
North Star Investment Management
Illinois
$5.7K – – –
AIA
754
Armor Investment Advisors
North Carolina
$4.5K – – –
AssetMark Inc
755
AssetMark Inc
California
$4.2K -$75.3K -251 -95%
GKIM
756
GW&K Investment Management
Massachusetts
$4K – – –
SOS
757
Silver Oak Securities
Tennessee
$1.61K -$52.4K -163 -97%
NRG
758
Nemes Rush Group
Michigan
$1.2K – – –
IGWM
759
ICA Group Wealth Management
Colorado
$609 -$305 -1 -33%
LCOV
760
London Company of Virginia
Virginia
$59 -$1.76K -6 Closed
VNIM
761
Vaughan Nelson Investment Management
Texas
– -$17.3M -63,060 Closed
CCMG
762
Clark Capital Management Group
Pennsylvania
– -$11.3M -41,157 Closed
SEI Investments
763
SEI Investments
Pennsylvania
– -$3.73M -13,611 Closed
EFG
764
Everhart Financial Group
Ohio
– -$3.29M -12,007 Closed
Natixis Advisors
765
Natixis Advisors
Massachusetts
– -$2.81M -10,264 Closed
GBWM
766
Granite Bay Wealth Management
New Hampshire
– -$2.51M -9,828 Closed
Belvedere Trading
767
Belvedere Trading
Illinois
– -$2.25M -8,235 Closed
AFAS
768
Acorn Financial Advisory Services
Virginia
– -$2.13M -7,916 Closed
FMI
769
Fiduciary Management Inc
Wisconsin
– -$2.15M -7,860 Closed
BC
770
Bakala Capital
South Carolina
– -$2.02M -7,369 Closed
Fuller & Thaler Asset Management
771
Fuller & Thaler Asset Management
California
– -$1.35M -4,934 Closed
TAM
772
Tocqueville Asset Management
New York
– -$1.05M -3,845 Closed
IA
773
IFG Advisory
Georgia
– -$810K -2,958 Closed
1SAMC
774
12th Street Asset Management Company
Tennessee
– -$616K -2,251 Closed
NSCM
775
New South Capital Management
Tennessee
– -$590K -2,155 Closed
29 30
31
32 33