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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.

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 Market Value Shares Shares
Change 		Shares
Change %
AC
26
AlphaCore Capital
California
$56.8M 184,127 -6,573 -3%
GAG
27
GM Advisory Group
New York
$54.6M 176,842 +9,593 +6%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$53.6M 173,808 -6,360 -4%
PCP
29
Proficio Capital Partners
Massachusetts
$53.6M 173,516 -3,239 -2%
Bessemer Group
30
Bessemer Group
New Jersey
$53.5M 173,390 – –
Wells Fargo
31
Wells Fargo
California
$53.1M 171,995 -10,267 -6%
BP
32
Ballentine Partners
Massachusetts
$52.1M 168,793 -1,359 -0.8%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$49.6M 160,720 +3,089 +2%
CWM
34
Calamos Wealth Management
Illinois
$49.5M 160,388 +4,878 +3%
RMDI
35
R.M. Davis Inc
Maine
$49.5M 160,272 – –
Bank of Nova Scotia
36
Bank of Nova Scotia
Ontario, Canada
$49.3M 159,700 – –
CB
37
Commerce Bank
Missouri
$48.9M 158,493 -128 -0.1%
SI
38
Stephens Inc
Arkansas
$48.5M 157,049 +2,331 +2%
Franklin Resources
39
Franklin Resources
California
$42.2M 136,768 -8,018 -6%
Cerity Partners
40
Cerity Partners
New York
$39.7M 128,750 +7,506 +6%
MCCA
41
Mill Creek Capital Advisors
Pennsylvania
$39M 126,441 +2,452 +2%
WRTC
42
Wind River Trust Company
Wyoming
$38.5M 124,692 – –
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$38M 123,146 -31,888 -21%
PS
44
Portfolio Strategies
New York
$37.6M 121,921 -863 -0.7%
CAM
45
Cresset Asset Management
Illinois
$37.4M 121,123 +16,266 +16%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$37M 119,597 -3,252 -3%
TIAA Trust, National Association
47
TIAA Trust, National Association
North Carolina
$36.6M 118,537 -38,549 -25%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$36.4M 117,827 -5,739 -5%
Osaic Holdings
49
Osaic Holdings
Arizona
$34.8M 112,669 +7,315 +7%
GWM
50
Geneos Wealth Management
Colorado
$33M 106,876 -3,587 -3%
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