IWV icon

iShares Russell 3000 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CNB
401
Camden National Bank
Maine
$853K +$424K +1,375 +99%
AWM
402
Aprio Wealth Management
Georgia
$842K
ST
403
Spinnaker Trust
Maine
$832K
CFC
404
Coyle Financial Counsel
Illinois
$828K
WMP
405
Wealth Management Partners
Arizona
$825K -$8.95K -29 -1%
SFWC
406
Strategic Family Wealth Counselors
New Jersey
$825K
PAIM
407
Punch & Associates Investment Management
Minnesota
$825K +$140K +453 +20%
BEC
408
Blue Edge Capital
Virginia
$820K
AAS
409
Ameritas Advisory Services
Nebraska
$818K +$818K +2,651 New
Empower Advisory Group
410
Empower Advisory Group
Colorado
$816K -$158K -512 -16%
SIA
411
Soltis Investment Advisors
Utah
$816K +$816K +2,643 New
AAMC
412
Asset Allocation & Management Company
Illinois
$815K
MAC
413
Mason & Associates (California)
California
$808K -$8.95K -29 -1%
SAM
414
Smartleaf Asset Management
Massachusetts
$785K -$61.7K -199 -7%
OWA
415
Outlook Wealth Advisors
Texas
$783K
CWA
416
CM Wealth Advisors
Ohio
$780K +$136K +439 +21%
Betterment LLC
417
Betterment LLC
New York
$769K -$162K -524 -17%
Millennium Management
418
Millennium Management
New York
$762K +$762K +2,470 New
IAIM
419
International Assets Investment Management
Florida
$742K -$23.2K -75 -3%
ECM
420
Evergreen Capital Management
Washington
$740K
CCM
421
Chilton Capital Management
Texas
$738K -$35.5K -115 -5%
MCA
422
Martin Capital Advisors
Texas
$732K -$30.9K -100 -4%
SW
423
SlateStone Wealth
Florida
$723K -$15.4K -50 -2%
WFA
424
Wade Financial Advisory
California
$719K
SMA
425
Sage Mountain Advisors
Georgia
$719K