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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 %
MCM
276
Manchester Capital Management
Vermont
$1.81M 5,868 – –
LNB
277
Ledyard National Bank
$1.81M 5,867 -20 -0.3%
Kayne Anderson Rudnick Investment Management
278
Kayne Anderson Rudnick Investment Management
California
$1.79M 5,805 -419 -7%
WA
279
Wealth Architects
California
$1.76M 5,705 -183 -3%
SMWM
280
Silvia McColl Wealth Management
California
$1.74M 5,626 -16 -0.3%
NF
281
Nvest Financial
New Hampshire
$1.73M 5,611 +14 +0.3%
CTC
282
Central Trust Company
Missouri
$1.72M 5,564 -161 -3%
VPP
283
Vertex Planning Partners
Illinois
$1.71M 5,540 -179 -3%
VP
284
Verum Partners
North Carolina
$1.71M 5,539 – –
BFG
285
Beacon Financial Group
Texas
$1.7M 5,493 -34 -0.6%
GS
286
GTS Securities
New York
$1.67M 5,396 +5,396 New
Tudor Investment Corp
287
Tudor Investment Corp
Connecticut
$1.66M 5,387 +5,387 New
NEPWA
288
New England Private Wealth Advisors
Massachusetts
$1.65M 5,348 +14 +0.3%
PGA
289
Portland Global Advisors
Maine
$1.63M 5,295 – –
EPP
290
ETF Portfolio Partners
Kansas
$1.63M 5,277 +41 +0.8%
ACA
291
Aptus Capital Advisors
Alabama
$1.62M 5,250 – –
BPWM
292
Badgley Phelps Wealth Managers
Washington
$1.62M 5,245 +136 +3%
HPA
293
High Probability Advisors
New York
$1.6M 5,180 -148 -3%
KL
294
KilterHowling LLC
Colorado
$1.59M 5,157 +13 +0.3%
TC
295
TownSquare Capital
Utah
$1.56M 5,060 +329 +7%
JIP
296
Jaffetilchin Investment Partners
Florida
$1.56M 5,052 -387 -7%
MF
297
Manchester Financial
California
$1.56M 5,051 -195 -4%
IWC
298
Integrated Wealth Concepts
Massachusetts
$1.55M 5,030 -56 -1%
SPC
299
Sigma Planning Corp
Michigan
$1.55M 5,017 -10 -0.2%
SFG
300
Sterling Financial Group
California
$1.54M 5,000 – –
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