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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 %
LT
151
Legacy Trust
Michigan
$6.37M -$384K -1,281 -6%
BCI
152
Brinker Capital Investments
Pennsylvania
$6.29M -$116K -387 -2%
OPS
153
Orion Portfolio Solutions
Nebraska
$6.29M -$116K -387 -2%
SCM
154
Sheridan Capital Management
California
$6.19M +$496K +1,653 +9%
PAG
155
Private Advisor Group
New Jersey
$6.14M -$936K -3,121 -13%
Baird Financial Group
156
Baird Financial Group
Wisconsin
$6.08M +$18.6K +62 +0.3%
Pathstone Holdings
157
Pathstone Holdings
New Jersey
$5.94M +$1.76M +5,857 +42%
WT
158
Whittier Trust
California
$5.87M – – –
WAG
159
Winthrop Advisory Group
Massachusetts
$5.65M +$54.3K +181 +1%
Stifel Financial
160
Stifel Financial
Missouri
$5.64M +$523K +1,742 +10%
R
161
Rebalance
California
$5.62M -$442K -1,473 -7%
TFP
162
Triune Financial Partners
Kansas
$5.6M +$14.1K +47 +0.3%
CIP
163
Chartwell Investment Partners
Pennsylvania
$5.55M – – –
Cambridge Investment Research Advisors
164
Cambridge Investment Research Advisors
Iowa
$5.44M -$1.74M -5,805 -24%
ODIJL
165
One Day In July LLC
Vermont
$5.42M +$2.52M +8,401 +87%
CWM
166
Chesapeake Wealth Management
Virginia
$5.4M -$257K -856 -5%
WHCFA
167
William Howard & Co Financial Advisors
Tennessee
$5.39M +$5.39M +17,975 New
CWM
168
Cedar Wealth Management
California
$5.32M +$398K +1,327 +8%
BCM
169
BTC Capital Management
Iowa
$5.27M +$5.27M +17,567 New
FC
170
Financial Council
Maryland
$5.09M -$73.8K -246 -1%
MWM
171
Mission Wealth Management
California
$5.08M +$5.1K +17 +0.1%
LWMG
172
Levy Wealth Management Group
Pennsylvania
$5.03M – – –
GC
173
Gilbert & Cook
Iowa
$4.95M +$1.8K +6 +0%
Victory Capital Management
174
Victory Capital Management
Texas
$4.89M -$4.33M -14,423 -47%
CPIG
175
Chicago Partners Investment Group
Illinois
$4.88M +$43.4K +150 +0.9%
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