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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 Holding Trade Value Shares
Change 		Shares
Change %
ADL
326
Asset Dedication LLC
California
$1.28M – – –
FCI
327
Financial Counselors Inc
Kansas
$1.28M -$30.9K -100 -2%
SA
328
SpiderRock Advisors
Delaware
$1.25M +$777K +2,518 +163%
SM
329
Sensible Money
Arizona
$1.25M – – –
SWM
330
SilverOak Wealth Management
Minnesota
$1.25M – – –
VCP
331
Vista Capital Partners
Oregon
$1.24M – – –
SIG
332
Stonegate Investment Group
Alabama
$1.24M – – –
SW
333
Simplicity Wealth
New Jersey
$1.23M -$52.8K -171 -4%
BFG
334
Bleakley Financial Group
New Jersey
$1.23M -$52.8K -171 -4%
LBC
335
Lowe Brockenbrough & Co
Virginia
$1.2M +$926 +3 +0.1%
APG
336
Abacus Planning Group
South Carolina
$1.2M – – –
MFG
337
MidWestOne Financial Group
Iowa
$1.19M +$1.19M +3,856 New
PFA
338
Pure Financial Advisors
California
$1.17M -$10.2K -33 -0.9%
MA
339
Mutual Advisors
Nebraska
$1.17M -$178K -574 -13%
WWC
340
Waypoint Wealth Counsel
Georgia
$1.16M +$3.09K +10 +0.3%
PCA
341
Prosperity Capital Advisors
Ohio
$1.16M +$154K +500 +15%
CNBT
342
Canandaigua National Bank & Trust
New York
$1.16M +$1.16M +3,753 New
Luther King Capital Management (LKCM)
343
Luther King Capital Management (LKCM)
Texas
$1.15M -$1.12M – –
AIA
344
Alera Investment Advisors
Illinois
$1.14M – – –
AP
345
Agilis Partners
Massachusetts
$1.13M -$92.6K -300 -8%
GSC
346
Ground Swell Capital
South Carolina
$1.12M +$1.12M +3,632 New
HCM
347
Hollencrest Capital Management
California
$1.11M – – –
IWMA
348
Ironwood Wealth Management (Arizona)
Arizona
$1.11M -$76.9K -249 -6%
RPGK
349
Retirement Planning Group (Kansas)
Kansas
$1.1M – – –
FCM
350
Firestone Capital Management
Florida
$1.1M +$926 +3 +0.1%
12 13
14
15 16