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.

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 %
Wealth Enhancement Advisory Services
201
Wealth Enhancement Advisory Services
Minnesota
$3.67M +$80.4K +268 +2%
SQA
202
Simon Quick Advisors
New Jersey
$3.65M +$108K +361 +3%
FHB
203
First Hawaiian Bank
Hawaii
$3.59M -$133K -444 -4%
WSFS
204
Wilmington Savings Fund Society
Delaware
$3.45M +$3.45M +11,513 New
CRWM
205
Castle Rock Wealth Management
California
$3.3M +$691K +2,412 +26%
PCIA
206
Prime Capital Investment Advisors
Kansas
$3.3M -$105K -349 -3%
JFG
207
JMG Financial Group
Illinois
$3.28M -$134K -445 -4%
ASN
208
Advisory Services Network
Georgia
$3.27M +$159K +530 +5%
ZF
209
Zhang Financial
Michigan
$3.26M +$900 +3 +0%
AWM
210
Aries Wealth Management
Maine
$3.25M -$15K -50 -0.5%
Prudential Financial
211
Prudential Financial
New Jersey
$3.21M +$163K +544 +5%
SWP
212
Stratos Wealth Partners
Ohio
$3.21M +$200K +665 +7%
MFA
213
McClarren Financial Advisors
Pennsylvania
$3.21M +$8.1K +27 +0.3%
SHGA
214
Sand Hill Global Advisors
California
$3.18M -$188K -627 -6%
SPP
215
Single Point Partners
Massachusetts
$3.13M +$2.1K +7 +0.1%
C
216
Certuity
Florida
$3.09M +$201K +669 +7%
SWA
217
Sax Wealth Advisors
New Jersey
$3.08M +$2.7K +9 +0.1%
MI
218
Moneywise Inc
Virginia
$3.04M +$2.28M +7,582 +296%
TWM
219
Tolleson Wealth Management
Texas
$3.04M – – –
WT
220
Washington Trust
Rhode Island
$3.02M -$303K -1,009 -9%
WCM
221
Wealthcare Capital Management
Virginia
$3M -$450K -1,500 -13%
Renaissance Technologies
222
Renaissance Technologies
New York
$2.91M +$930K +3,100 +47%
PCMC
223
Private Capital Management (Colorado)
Colorado
$2.91M +$127K +422 +5%
AA
224
Alesco Advisors
New York
$2.87M +$3.6K +12 +0.1%
IAN
225
Integrated Advisors Network
Texas
$2.86M -$30K -100 -1%
7 8
9
10 11