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.

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 %
OAS
376
Optivise Advisory Services
Tennessee
$969K +$969K +3,138 New
AC
377
Avestar Capital
New York
$966K – – –
WIA
378
World Investment Advisors
California
$961K +$16.1K +52 +2%
PPW
379
Parcion Private Wealth
Washington
$960K – – –
EGA
380
E&G Advisors
Texas
$927K +$927K +3,002 New
RWP
381
RWA Wealth Partners
Massachusetts
$918K +$918K +2,975 New
BAM
382
Beaumont Asset Management
Texas
$917K – – –
GCA
383
Greenwood Capital Associates
South Carolina
$910K -$12.7K -41 -1%
CCM
384
Condor Capital Management
New Jersey
$906K – – –
RSC
385
Red Spruce Capital
Pennsylvania
$897K -$1.02M -3,316 -53%
FNC
386
First National Corp
Massachusetts
$896K – – –
FTWA
387
Fifth Third Wealth Advisors
Ohio
$895K +$223K +721 +33%
WAL
388
W Advisors LLC
Tennessee
$890K +$1.24K +4 +0.1%
CL
389
Choreo LLC
Illinois
$886K +$34.3K +111 +4%
CWM
390
Congress Wealth Management
Massachusetts
$879K +$879K +2,848 New
SYBT
391
Stock Yards Bank & Trust
Kentucky
$874K – – –
EIP
392
Ellis Investment Partners
Pennsylvania
$873K +$617 +2 +0.1%
PP
393
Prosperity Planning
Missouri
$871K – – –
ACA
394
Affinity Capital Advisors
California
$867K -$443K -1,434 -34%
VA
395
Valmark Advisers
Ohio
$865K – – –
JWM
396
Jackson Wealth Management
Florida
$865K – – –
WDL
397
Well Done LLC
Michigan
$859K +$492K +1,594 +134%
IA
398
IFG Advisory
Georgia
$856K +$856K +2,773 New
GT
399
Glenview Trust
Kentucky
$855K -$9.26K -30 -1%
ACM
400
Armbruster Capital Management
New York
$855K -$6.48K -21 -0.8%
14 15
16
17 18