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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 %
EP
126
EPIQ Partners
Minnesota
$8.9M +$293K +975 +3%
MML Investors Services
127
MML Investors Services
Massachusetts
$8.86M -$893K -2,975 -9%
JA
128
JVL Associates
Michigan
$8.74M – – –
IDA
129
Intelligence Driven Advisers
California
$8.54M -$2.03M -6,763 -19%
RJA
130
Raymond James & Associates
Florida
$8.33M -$2.28M -7,597 -21%
FEG
131
Fund Evaluation Group
Ohio
$8.12M +$428K +1,427 +6%
AL
132
Aspiriant LLC
California
$7.93M -$288K -961 -4%
FAM
133
Forte Asset Management
New York
$7.85M +$132K +441 +2%
AllianceBernstein
134
AllianceBernstein
Tennessee
$7.71M +$94.5K +315 +1%
HHGA
135
Halbert Hargrove Global Advisors
California
$7.57M -$486K -1,621 -6%
Vanguard Group
136
Vanguard Group
Pennsylvania
$7.54M +$26.7K +89 +0.4%
HI
137
Humankind Investments
New York
$7.37M – – –
SEM
138
Strategic Equity Management
Arizona
$7.35M +$2.95M +9,836 +67%
JPG
139
Jordan Park Group
California
$7.33M – – –
FT
140
Fiduciary Trust
Massachusetts
$7.31M – – –
GA
141
Geller Advisors
New York
$7.23M – – –
RhumbLine Advisers
142
RhumbLine Advisers
Massachusetts
$7.01M -$11.7M -38,888 -62%
LC
143
LCNB Corp
Ohio
$6.94M -$7.5K -25 -0.1%
RPCA
144
Running Point Capital Advisors
California
$6.9M – – –
NPF
145
Norris Perne & French
Michigan
$6.86M – – –
SLT
146
St Louis Trust
Missouri
$6.86M -$47.7K -159 -0.7%
FSA
147
Financial Services Advisory
Maryland
$6.78M +$695K +2,317 +11%
LNWWM
148
Laird Norton Wetherby Wealth Management
California
$6.74M +$1.5K +5 +0%
CWM
149
Circle Wealth Management
New Jersey
$6.64M – – –
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$6.46M +$15.9K +53 +0.2%
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