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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 %
RJT
426
Raymond James Trust
Florida
$717K -$14.2K -46 -2%
CCA
427
Cobblestone Capital Advisors
New York
$717K -$309 -1 -0%
PTC
428
Private Trust Company
Ohio
$716K +$346K +1,120 +93%
CFA
429
Capstone Financial Advisors
Illinois
$714K +$1.85K +6 +0.3%
CWP
430
Cyndeo Wealth Partners
Florida
$711K +$711K +2,305 New
PFS
431
Prospera Financial Services
Texas
$709K -$33.8K -109 -5%
NA
432
NewEdge Advisors
Louisiana
$703K +$165K +533 +31%
SFA
433
Sequoia Financial Advisors
Ohio
$696K +$13.9K +45 +2%
LFA
434
LGT Financial Advisors
Texas
$695K -$333K -1,080 -32%
CWM
435
Collaborative Wealth Management
Florida
$692K – – –
TGAM
436
TBH Global Asset Management
Tennessee
$678K – – –
OAM
437
Oppenheimer Asset Management
New York
$678K +$96.9K +314 +17%
Neuberger Berman Group
438
Neuberger Berman Group
New York
$665K -$34K -110 -5%
GRP
439
Global Retirement Partners
California
$661K +$302K +980 +84%
SW
440
SVB Wealth
Massachusetts
$659K – – –
OA
441
Oxbow Advisors
Texas
$650K -$120K -389 -16%
NED
442
Nancy E. Dempze
$649K – – –
JWBC
443
J.W. Burns & Co
New York
$644K -$4.63K -15 -0.7%
AF
444
Allworth Financial
California
$643K +$79.5K +254 +14%
MAV
445
Mason & Associates (Virginia)
Virginia
$643K +$643K +2,082 New
BRWA
446
B. Riley Wealth Advisors
Florida
$641K -$117K -379 -15%
1WM
447
1900 Wealth Management
Texas
$640K +$1.54K +5 +0.2%
AWE
448
Avidian Wealth Enterprises
Texas
$637K +$40.7K +132 +7%
HPC
449
HM Payson & Co
Maine
$636K +$84K +272 +15%
FF
450
Francis Financial
$635K – – –
16 17
18
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