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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
SB
301
Strategic Blueprint
Georgia
$1.54M +$11.4K +37 +0.7%
Envestnet Portfolio Solutions
302
Envestnet Portfolio Solutions
Illinois
$1.53M -$86.7K -281 -5%
MGIA
303
Moneta Group Investment Advisors
Missouri
$1.5M -$261K -845 -15%
BAM
304
Berkshire Asset Management
Pennsylvania
$1.49M +$247K +800 +20%
GWMR
305
GC Wealth Management RIA
Massachusetts
$1.48M – – –
GLLW
306
Graves Light Lenhart Wealth
Virginia
$1.48M – – –
SA
307
Sanctuary Advisors
Indiana
$1.47M +$1.47M +5,058 New
CGA
308
Crescent Grove Advisors
Illinois
$1.47M +$1.47M +4,748 New
GWANC
309
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.47M – – –
GM
310
GeoWealth Management
Illinois
$1.46M – – –
PFP
311
Pinnacle Financial Partners
Tennessee
$1.45M – – –
Janney Montgomery Scott
312
Janney Montgomery Scott
Pennsylvania
$1.45M +$24.4K +79 +2%
LWA
313
Lowe Wealth Advisors
Maryland
$1.42M -$61.7K -200 -4%
DAS
314
Dynamic Advisor Solutions
Arizona
$1.42M -$4.63K -15 -0.3%
DADC
315
D.A. Davidson & Co
Montana
$1.41M +$617 +2 +0%
IWM
316
IHT Wealth Management
Illinois
$1.41M -$7.41K -24 -0.5%
MWA
317
Motive Wealth Advisors
Michigan
$1.4M – – –
BW
318
BIP Wealth
Georgia
$1.4M -$617 -2 -0%
CTA
319
Chesley Taft & Associates
Illinois
$1.4M -$23.2K -75 -2%
CFO
320
CVA Family Office
Colorado
$1.36M – – –
JWCA
321
J.W. Cole Advisors
Florida
$1.36M -$13.9K -45 -1%
EWM
322
Evercore Wealth Management
New York
$1.34M – – –
TVAMP
323
Tennessee Valley Asset Management Partners
Tennessee
$1.31M +$1.31M +4,249 New
PGFC
324
Peapack-Gladstone Financial Corp
New Jersey
$1.29M – – –
JSW
325
Journey Strategic Wealth
New Jersey
$1.28M +$162K +524 +14%
11 12
13
14 15