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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 %
AWP
176
Ascent Wealth Partners
New York
$4.78M -$153K -510 -3%
MLFP
177
MPS Loria Financial Planners
Illinois
$4.78M +$201K +670 +4%
SIM
178
Strategic Investment Management
Virginia
$4.77M – – –
LFS
179
Lutz Financial Services
Nebraska
$4.58M – – –
EWA
180
EP Wealth Advisors
California
$4.52M -$19.8K -66 -0.4%
AWA
181
Aquire Wealth Advisors
Utah
$4.52M -$77.7K -259 -2%
STA
182
Summit Trail Advisors
New York
$4.52M – – –
SB
183
Simmons Bank
Arkansas
$4.52M -$60K -200 -1%
CAM
184
Cozad Asset Management
Illinois
$4.37M – – –
WI
185
WBI Investments
New Jersey
$4.3M +$532K +1,773 +14%
FPAS
186
Focus Partners Advisor Solutions
Missouri
$4.25M +$3.65M +12,175 +608%
CA
187
Cambridge Associates
Massachusetts
$4.22M +$990K +3,299 +31%
VFA
188
Valeo Financial Advisors
Indiana
$4.21M – – –
CFG
189
Citizens Financial Group
Rhode Island
$4.16M -$12.6K -42 -0.3%
FHC
190
First Heartland Consultants
Missouri
$4.15M -$7.09M -23,627 -63%
MPPLM
191
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.11M -$307K -1,023 -7%
BFC
192
Blue Fin Capital
Rhode Island
$4.1M -$6.3K -21 -0.2%
CSWM
193
Cassady Schiller Wealth Management
Ohio
$3.98M -$600 -2 -0%
GP
194
Greenline Partners
New York
$3.97M – – –
TFCP
195
Twin Focus Capital Partners
Massachusetts
$3.88M – – –
ECG
196
Edge Capital Group
Georgia
$3.86M -$10.2K -34 -0.3%
AHC
197
Anderson Hoagland & Co
Missouri
$3.81M +$578K +1,965 +18%
CCB
198
Country Club Bank
Missouri
$3.77M -$84K -280 -2%
CA
199
Cetera Advisors
Colorado
$3.73M -$826K -2,752 -18%
LC
200
Lindbrook Capital
California
$3.69M -$30K -100 -0.8%
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