IWV icon

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 %
SI
251
Saxon Interests
Texas
$2.35M 7,623 -803 -10%
HF
252
HRT Financial
New York
$2.35M 7,600 +4,067 +115%
FLPIM
253
F.L. Putnam Investment Management
Massachusetts
$2.34M 7,596 -138 -2%
AWS
254
Atria Wealth Solutions
New York
$2.34M 7,578 -935 -11%
Renaissance Technologies
255
Renaissance Technologies
New York
$2.32M 7,500 -2,200 -23%
RB
256
Renasant Bank
Mississippi
$2.26M 7,326 – –
HFS
257
Heritage Financial Services
Massachusetts
$2.15M 6,981 – –
LIG
258
Lokken Investment Group
Delaware
$2.15M 6,977 +32 +0.5%
Jane Street
259
Jane Street
New York
$2.11M 6,847 +6,847 New
MFP
260
Meridian Financial Partners
Virginia
$2.09M 6,635 +6,635 New
WCA
261
Waypoint Capital Advisors
Minnesota
$2.07M 6,700 – –
DWM
262
Dakota Wealth Management
Florida
$2.06M 6,688 – –
SF
263
Synovus Financial
Georgia
$2.06M 6,684 -216 -3%
H
264
HoyleCohen
California
$2.03M 6,575 -25 -0.4%
QC
265
Quadrature Capital
United Kingdom
$2.02M 6,552 +4,096 +167%
DF
266
Dunhill Financial
United Kingdom
$2.02M 6,543 +41 +0.6%
AC
267
Apella Capital
Connecticut
$2.02M 6,422 -32 -0.5%
SWA
268
Stratos Wealth Advisors
Ohio
$2M 6,472 +3,443 +114%
MWM
269
Modera Wealth Management
New Jersey
$2M 6,469 -631 -9%
HSBC Holdings
270
HSBC Holdings
United Kingdom
$1.94M 6,285 +3,075 +96%
OFG
271
Oxford Financial Group
Indiana
$1.89M 6,122 -854 -12%
IBOK
272
Independence Bank of Kentucky
Kentucky
$1.88M 6,088 -320 -5%
CCM
273
Cohen Capital Management
California
$1.88M 6,087 – –
MFT
274
Moisand Fitzgerald Tamayo
Florida
$1.82M 5,903 – –
MCM
275
MAI Capital Management
Ohio
$1.81M 5,873 +3 +0.1%
9 10
11
12 13