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iShares Russell 3000 ETF
IWV

Overview Fund Activity

767 hedge funds and large institutions have $7.83B invested in iShares Russell 3000 ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 197 increasing their positions, 244 reducing their positions, and 37 closing their positions.

Holders
767
Holders Change
+10
Holders Change %
+1.32%
% of All Funds
11.16%
Holding in Top 10
49
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.71%
New
60
Increased
197
Reduced
244
Closed
37
Calls
$5.77M
Puts
$1.33M
Net Calls
+$4.45M
Net Calls Change
+$154K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$188M
2
UMC
2
UNC Management Company
North Carolina
$177M
3
TFF
3
The Family Firm
Maryland
$63.3M
4
BlackRock
4
BlackRock
New York
$319M
5
Goldman Sachs
5
Goldman Sachs
New York
$225M

Top Sellers

1
GU
1
Georgetown University
District of Columbia
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$164M
3
CWM
3
Campbell Wealth Management
Virginia
$0
4
BP
4
BBR Partners
New York
$0
5
MFA
5
McClarren Financial Advisors
Pennsylvania
$3.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
226
Susquehanna International Group
Pennsylvania
$2.96M 9,603 +3,450 +56%
AA
227
Alesco Advisors
New York
$2.95M 9,567 +12 +0.1%
IAN
228
Integrated Advisors Network
Texas
$2.91M 9,431 -100 -1%
FWIA
229
Fort Washington Investment Advisors
Ohio
$2.91M 9,419 -18 -0.2%
IFWM
230
Institute for Wealth Management
Colorado
$2.89M 9,363 – –
FAM
231
Family Asset Management
South Carolina
$2.87M 9,295 – –
LFP
232
Lakeshore Financial Planning
Michigan
$2.86M 9,280 – –
BFM
233
Boston Financial Management
Massachusetts
$2.83M 9,169 +2,247 +32%
USCWA
234
U.S. Capital Wealth Advisors
Texas
$2.83M 9,159 +224 +3%
MPCG
235
Matrix Private Capital Group
New York
$2.81M 9,117 – –
EH
236
Equitable Holdings
New York
$2.8M 9,068 +985 +12%
CHC
237
City Holding Co
West Virginia
$2.79M 9,046 -385 -4%
IIM
238
Ironwood Investment Management
Massachusetts
$2.79M 9,041 +278 +3%
FH
239
FWG Holdings
Florida
$2.77M 8,787 +128 +1%
BFPW
240
BOK Financial Private Wealth
Colorado
$2.71M 8,779 – –
WPC
241
Wedmont Private Capital
Pennsylvania
$2.68M 8,432 +16 +0.2%
9WM
242
9258 Wealth Management
Ohio
$2.58M 8,368 -91 -1%
CFA
243
Cahill Financial Advisors
Minnesota
$2.57M 8,335 +20 +0.2%
AMBIA
244
Allen Mooney & Barnes Investment Advisors
Georgia
$2.57M 8,334 – –
KeyBank National Association
245
KeyBank National Association
Ohio
$2.55M 8,255 +106 +1%
FNBOO
246
First National Bank of Omaha
Nebraska
$2.46M 7,970 +68 +0.9%
FWM
247
Fonville Wealth Management
Virginia
$2.46M 7,968 -183 -2%
EC
248
Estate Counselors
Wisconsin
$2.44M 7,900 +35 +0.4%
PA
249
Planning Alternatives
Michigan
$2.4M 7,770 -56 -0.7%
ZIM
250
Zacks Investment Management
Illinois
$2.38M 7,722 +1,367 +22%
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