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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 %
Calamos Advisors
776
Calamos Advisors
Illinois
– -$456K -1,666 Closed
SSC
777
Syverson Strege & Co
Iowa
– -$443K -1,620 Closed
CAG
778
Crestwood Advisors Group
Massachusetts
– -$436K -1,593 Closed
GS
779
GTS Securities
New York
– -$429K -1,567 Closed
CWM
780
Congress Wealth Management
Massachusetts
– -$422K -1,540 Closed
Millennium Management
781
Millennium Management
New York
– -$421K -1,537 Closed
RCAG
782
Rehmann Capital Advisory Group
Michigan
– -$373K -1,361 Closed
MAP
783
Moody Aldrich Partners
Massachusetts
– -$316K -1,155 Closed
SC
784
Syon Capital
California
– -$307K -1,122 Closed
PL
785
Parthenon LLC
Kentucky
– -$299K -1,094 Closed
OC
786
Oppenheimer & Co
New York
– -$295K -1,076 Closed
B
787
Bailard
California
– -$283K -1,032 Closed
CCG
788
Capital CS Group
California
– -$279K -1,018 Closed
MBI
789
May Barnhard Investments
Maryland
– -$256K -936 Closed
LHC
790
Little House Capital
Massachusetts
– -$254K -929 Closed
MFIM
791
Mesirow Financial Investment Management
Illinois
– -$245K -895 Closed
PCMF
792
Private Capital Management (Florida)
Florida
– -$239K -872 Closed
BBW
793
Blue Barn Wealth
Utah
– -$209K -765 Closed
GI
794
GAMCO Investors
Connecticut
– -$205K -750 Closed
SWS
795
SYSTM Wealth Solutions
Illinois
– -$89.8K -328 Closed
LTI
796
Laffer Tengler Investments
Tennessee
– -$68.7K -251 Closed
TIM
797
Tortoise Investment Management
New York
– -$50.6K -185 Closed
FCG
798
Financial Connections Group
California
– -$32K -120 Closed
POIA
799
Pin Oak Investment Advisors
Texas
– -$30K -111 Closed
TWM
800
Tradition Wealth Management
Minnesota
– -$10K -38 Closed
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