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 %
BWM
451
Brown Wealth Management
Illinois
$629K -$40.1K -130 -6%
PA
452
Procyon Advisors
Connecticut
$628K – – –
AA
453
Ashford Advisors
New York
$628K – – –
SC
454
Scotia Capital
Ontario, Canada
$626K -$107K -346 -15%
SWA
455
Sightline Wealth Advisors
Connecticut
$626K +$1.54K +5 +0.2%
APP
456
Avantax Planning Partners
Iowa
$622K +$617 +2 +0.1%
CA
457
Crewe Advisors
Utah
$620K – – –
HA
458
Harbor Advisors
Florida
$617K – – –
FG
459
Foster Group
Iowa
$606K -$1.2M -3,889 -66%
HIA
460
Harbor Investment Advisory
Maryland
$603K +$309 +1 +0.1%
CCM
461
Coldstream Capital Management
Washington
$602K – – –
DIA
462
Dana Investment Advisors
Wisconsin
$602K – – –
AI
463
Atria Investments
North Carolina
$601K -$1.95M -6,308 -76%
FBB
464
Fulton Breakefield Broenniman
Maryland
$592K +$328K +1,062 +124%
WWP
465
Waypoint Wealth Partners
California
$585K – – –
MCA
466
MSH Capital Advisors
Arizona
$580K +$309 +1 +0.1%
NG
467
Norden Group
Utah
$569K -$54K -175 -9%
SWM
468
Spire Wealth Management
Virginia
$558K -$2.16K -7 -0.4%
RWM
469
RKL Wealth Management
Pennsylvania
$551K +$1.54K +5 +0.3%
EW
470
Evoke Wealth
California
$548K -$736K -2,385 -57%
UBV
471
United Bank (Virginia)
Virginia
$546K – – –
PWM
472
Perigon Wealth Management
California
$533K -$17.9K -58 -3%
SC
473
SouthState Corp
Florida
$530K – – –
BWA
474
Burt Wealth Advisors
Maryland
$527K – – –
BF
475
BOK Financial
Oklahoma
$525K +$525K +1,700 New
17 18
19
20 21