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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 %
SF
351
Symphony Financial
Texas
$1.09M – – –
UFF
352
USA Financial Formulas
Michigan
$1.09M -$149K -483 -12%
WAP
353
Wealthcare Advisory Partners
Pennsylvania
$1.08M +$37K +120 +4%
AQR Capital Management
354
AQR Capital Management
Connecticut
$1.08M +$877K +2,840 +426%
DWT
355
Dorsey & Whitney Trust
South Dakota
$1.08M – – –
SFO
356
Stokes Family Office
Louisiana
$1.08M – – –
X
357
Xponance
Pennsylvania
$1.07M -$557K -1,804 -34%
FIB
358
First Interstate Bank
Montana
$1.06M -$10.2K -33 -0.9%
BFEC
359
Benjamin F. Edwards & Company
Missouri
$1.06M -$29.6K -96 -3%
CAL
360
Capital Analysts LLC
Pennsylvania
$1.06M – – –
KA
361
Kovack Advisors
Florida
$1.06M -$38.9K -126 -4%
CWM
362
Cahaba Wealth Management
Georgia
$1.04M +$2.78K +9 +0.3%
FSA
363
Fort Sheridan Advisors
Illinois
$1.04M – – –
SW
364
SkyOak Wealth
Michigan
$1.03M +$28.1K +91 +3%
XF
365
XML Financial
Maryland
$1.02M +$13.3K +43 +1%
SCG
366
Sonata Capital Group
Washington
$1.02M – – –
GL
367
Graypoint LLC
New York
$1.01M +$309 +1 +0%
LJHT
368
Laurie J. Hall Trustee
$997K – – –
SSWM
369
Smith Salley Wealth Management
North Carolina
$984K -$50K -162 -5%
KAM
370
KEB Asset Management
Illinois
$978K – – –
GIA
371
GHP Investment Advisors
Colorado
$977K +$309 +1 +0%
WS
372
Wedbush Securities
California
$975K -$29K -94 -3%
PCMC
373
Planning Capital Management Corporation
Pennsylvania
$974K -$9.57K -31 -1%
VWA
374
Visionary Wealth Advisors
Illinois
$973K +$2.47K +8 +0.3%
LAS
375
LWM Advisory Services
Florida
$971K +$42.6K +138 +5%
13 14
15
16 17