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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 %
SC
76
Savant Capital
Illinois
$21.8M 70,561 +3,213 +5%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$20.7M 67,048 +724 +1%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$20.5M 66,505 -408 -0.6%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$19.9M 64,401 -3,621 -5%
JIC
80
Johnson Investment Counsel
Ohio
$19.1M 62,017 +118 +0.2%
TI
81
Truepoint Inc
Ohio
$19M 61,683 -73 -0.1%
BCM
82
Brookstone Capital Management
Illinois
$18.5M 58,386 -24,030 -29%
CFGF
83
Compass Financial Group (Florida)
Florida
$18.4M 58,632 -278 -0.5%
FMWA
84
Forvis Mazars Wealth Advisors
Missouri
$17.3M 56,121 +105 +0.2%
WA
85
Wealthstream Advisors
New York
$16.9M 54,610 – –
DPI
86
Diversified Portfolios Inc
Michigan
$16.7M 54,072 -462 -0.8%
AAS
87
Avantax Advisory Services
Texas
$16.1M 52,282 +49,822 +2,025%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$16.1M 52,200 -2,006 -4%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$16M 51,740 +4,582 +10%
CM
90
Churchill Management
California
$15.9M 51,597 +112 +0.2%
OBWP
91
O'Brien Wealth Partners
Massachusetts
$15.9M 51,535 -774 -1%
BSW
92
Buckingham Strategic Wealth
Missouri
$15.9M 51,500 -380 -0.7%
Truist Financial
93
Truist Financial
North Carolina
$15.4M 49,774 -500 -1%
BL
94
Balentine LLC
Georgia
$15M 48,692 – –
UCFA
95
United Capital Financial Advisors
Texas
$14.9M 48,431 -3,179 -6%
WANY
96
Wealthspire Advisors (New York)
New York
$14.6M 47,240 +204 +0.4%
CFG
97
Citizens Financial Group
Rhode Island
$14.4M 46,706 +32,846 +237%
AG
98
AlTi Global
New York
$13.7M 44,426 -580 -1%
CAG
99
Crestwood Advisors Group
Massachusetts
$13.4M 43,279 +43,279 New
FHA
100
First Horizon Advisors
Tennessee
$13.2M 42,644 +900 +2%
2 3
4
5 6