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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
TW
5
Trajan Wealth
Arizona
$22.4M

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 Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$621M 2,070,670 -34,662 -2%
Morgan Stanley
2
Morgan Stanley
New York
$366M 1,218,060 -1,305,918 -52%
Northern Trust
3
Northern Trust
Illinois
$318M 1,058,532 -64,167 -6%
BlackRock
4
BlackRock
New York
$287M 957,956 +224,092 +31%
Bank of America
5
Bank of America
North Carolina
$280M 932,799 -20,188 -2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$218M 728,093 -11,861 -2%
Goldman Sachs
7
Goldman Sachs
New York
$198M 658,188 -85,687 -12%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$187M 624,033 -322,483 -34%
P
9
Pitcairn
Pennsylvania
$160M 534,115 -7,667 -1%
Ameriprise
10
Ameriprise
Minnesota
$141M 470,024 -7,385 -2%
UBS Group
11
UBS Group
Switzerland
$136M 452,011 -5,025 -1%
LPL Financial
12
LPL Financial
California
$132M 439,842 -3,237 -0.7%
EK
13
Evensky & Katz
Florida
$121M 403,985 -13,429 -3%
UMC
14
UNC Management Company
North Carolina
$120M 401,152 +401,152 New
HighTower Advisors
15
HighTower Advisors
Illinois
$95.2M 317,288 +7,460 +2%
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$90.9M 302,778 +12,413 +4%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$87.8M 292,637 +18,664 +7%
TF
18
TLWM Financial
Texas
$86.3M 287,606 -10,259 -3%
ST
19
Sentinel Trust
Texas
$83.7M 278,829 +12,577 +5%
PP
20
Pegasus Partners
Wisconsin
$73.8M 245,792 +1,796 +0.7%
TFF
21
The Family Firm
Maryland
$62.1M 207,017 -8,426 -4%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$61.6M 205,344 +34,203 +20%
William Blair & Company
23
William Blair & Company
Illinois
$60.1M 200,210 -7,920 -4%
Corient Private Wealth
24
Corient Private Wealth
Florida
$58.6M 195,121 +2,057 +1%
AC
25
AlphaCore Capital
California
$57.2M 190,700 -1,132 -0.6%
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