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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 %
QCM
776
QRG Capital Management
Illinois
– – -6,289 Closed
HA
777
HC Advisors
Georgia
– – -4,249 Closed
CIC
778
Carnegie Investment Counsel
Ohio
– – -4,045 Closed
TF
779
Trek Financial
Arizona
– – -2,731 Closed
LNC
780
Lincoln National Corp
Pennsylvania
– – -2,712 Closed
GC
781
Gibson Capital
Pennsylvania
– – -2,333 Closed
HFRG
782
Houlihan Financial Resource Group
Virginia
– – -2,324 Closed
FWI
783
Facet Wealth Inc
Maryland
– – -1,940 Closed
AA
784
Ancora Advisors
Ohio
– – -1,939 Closed
BTWM
785
Baker Tilly Wealth Management
Wisconsin
– – -1,329 Closed
California State Teachers Retirement System (CalSTRS)
786
California State Teachers Retirement System (CalSTRS)
California
– – -1,323 Closed
MWM
787
Meridian Wealth Management
Kentucky
– – -1,321 Closed
LFAS
788
Level Four Advisory Services
Texas
– – -1,130 Closed
KP
789
Keel Point
Alabama
– – -1,107 Closed
NL
790
NWAM LLC
Washington
– – -908 Closed
DA
791
DCM Advisors
New York
– – -755 Closed
AFA
792
American Financial Advisors
Georgia
– – -744 Closed
Financial Engines Advisors
793
Financial Engines Advisors
California
– – -717 Closed
TPCW
794
TD Private Client Wealth
New York
– – -706 Closed
AUB
795
Atlantic Union Bankshares
Virginia
– – -692 Closed
CB
796
Cadence Bank
Mississippi
– – -682 Closed
SAW
797
Signal Advisors Wealth
Michigan
– – -670 Closed
GFL
798
Granite FO LLC
New Hampshire
– – -612 Closed
First Manhattan
799
First Manhattan
New York
– – -360 Closed
CA
800
CoreCap Advisors
Michigan
– – -347 Closed
29 30 31
32
33