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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 %
TWM
101
Tanager Wealth Management
United Kingdom
$12.7M -$111K -369 -0.9%
Allspring Global Investments
102
Allspring Global Investments
North Carolina
$12.6M -$14.8M -49,266 -54%
FHA
103
First Horizon Advisors
Tennessee
$12.5M -$5.54M -18,453 -31%
MAWA
104
Moss Adams Wealth Advisors
Washington
$12.5M +$2.2M +7,328 +21%
FNT
105
First National Trust
Pennsylvania
$12.2M +$116K +386 +1%
Brown Advisory
106
Brown Advisory
Maryland
$12.2M -$1.51M -5,039 -11%
UB
107
UMB Bank
Missouri
$11.6M +$226K +754 +2%
JWA
108
JFS Wealth Advisors
Pennsylvania
$11.4M -$108K -361 -0.9%
IIM
109
Ipswich Investment Management
Massachusetts
$11.3M -$561K -1,871 -5%
RBC
110
Roble Belko & Company
Pennsylvania
$11.2M -$206K -685 -2%
CCA
111
Conservest Capital Advisors
Pennsylvania
$11M +$14.1K +47 +0.1%
CAN
112
Cetera Advisor Networks
California
$11M +$365K +1,217 +3%
Creative Planning
113
Creative Planning
Kansas
$10.8M +$237K +790 +2%
KAS
114
Kestra Advisory Services
Texas
$10.8M -$25.5K -85 -0.2%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$10.6M +$17.7K +59 +0.2%
AIM
116
Allen Investment Management
New York
$10.6M – – –
SAM
117
Silvercrest Asset Management
New York
$10.6M -$12.4M -41,457 -54%
RMC
118
Regis Management Company
California
$10.6M – – –
BWM
119
BigSur Wealth Management
Florida
$10.5M -$450K -1,500 -4%
WTC
120
WhitTier Trust Company
Nevada
$10.5M – – –
Lido Advisors
121
Lido Advisors
California
$10.4M +$389K +1,297 +4%
Citigroup
122
Citigroup
New York
$10.2M +$50.7K +169 +0.5%
LP
123
LGL Partners
Pennsylvania
$9.94M -$81.4M -271,305 -89%
M&T Bank
124
M&T Bank
New York
$9.93M -$486K -1,621 -5%
GT
125
Glenmede Trust
Pennsylvania
$9.13M -$92.4K -308 -1%
3 4
5
6 7