IWV icon

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 %
NFG
76
Nations Financial Group
Iowa
$21.1M -$389K -1,297 -2%
CJH
77
Christopher J. Hasenberg
Wisconsin
$20.6M -$325K -1,083 -2%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$20.4M +$1.76M +5,862 +9%
SC
79
Savant Capital
Illinois
$20.2M -$981K -3,270 -5%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$20.1M +$13.7M +45,811 +217%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$19.9M -$449K -1,496 -2%
JIC
82
Johnson Investment Counsel
Ohio
$18.6M +$116K +387 +0.6%
TI
83
Truepoint Inc
Ohio
$18.5M -$772K -2,574 -4%
CFGF
84
Compass Financial Group (Florida)
Florida
$17.7M -$89.7K -299 -0.5%
CWM
85
Campbell Wealth Management
Virginia
$17.5M -$6.13M -20,426 -26%
FMWA
86
Forvis Mazars Wealth Advisors
Missouri
$16.8M -$109K -362 -0.6%
WA
87
Wealthstream Advisors
New York
$16.4M -$529K -1,762 -3%
DPI
88
Diversified Portfolios Inc
Michigan
$16.4M -$20.7K -69 -0.1%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$16.3M -$1.24M -4,126 -7%
OBWP
90
O'Brien Wealth Partners
Massachusetts
$15.7M -$285K -951 -2%
BSW
91
Buckingham Strategic Wealth
Missouri
$15.6M -$258K -861 -2%
UCFA
92
United Capital Financial Advisors
Texas
$15.5M +$942K +3,140 +6%
CM
93
Churchill Management
California
$15.4M -$2.22M -7,409 -13%
Truist Financial
94
Truist Financial
North Carolina
$15.1M -$2.34M -7,801 -13%
BL
95
Balentine LLC
Georgia
$14.6M +$318K +1,060 +2%
BP
96
BBR Partners
New York
$14.4M +$10.5K +35 +0.1%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$14.2M +$1.02M +3,394 +8%
WANY
98
Wealthspire Advisors (New York)
New York
$14.1M -$3.59M -11,952 -20%
HA
99
Hanover Advisors
South Carolina
$13.7M +$1.34M +4,473 +11%
AG
100
AlTi Global
New York
$13.5M +$345K +1,151 +3%
2 3
4
5 6