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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 %
HA
101
Hanover Advisors
South Carolina
$12.7M 41,086 -4,554 -10%
MAWA
102
Moss Adams Wealth Advisors
Washington
$12.6M 40,825 -826 -2%
Brown Advisory
103
Brown Advisory
Maryland
$12.6M 40,798 +268 +0.7%
TWM
104
Tanager Wealth Management
United Kingdom
$12.3M 39,986 -2,497 -6%
UB
105
UMB Bank
Missouri
$12.1M 39,238 +606 +2%
FNT
106
First National Trust
Pennsylvania
$12M 38,984 -1,616 -4%
IIM
107
Ipswich Investment Management
Massachusetts
$11.5M 37,287 -331 -0.9%
RBC
108
Roble Belko & Company
Pennsylvania
$11.5M 37,236 -8 -0%
RhumbLine Advisers
109
RhumbLine Advisers
Massachusetts
$11.5M 37,215 +13,864 +59%
JWA
110
JFS Wealth Advisors
Pennsylvania
$11.3M 36,736 -1,199 -3%
CCA
111
Conservest Capital Advisors
Pennsylvania
$11M 36,791 – –
Creative Planning
112
Creative Planning
Kansas
$11M 35,677 -426 -1%
Citigroup
113
Citigroup
New York
$11M 35,512 +1,686 +5%
KAS
114
Kestra Advisory Services
Texas
$10.9M 35,388 -699 -2%
AIM
115
Allen Investment Management
New York
$10.9M 35,383 – –
RMC
116
Regis Management Company
California
$10.9M 35,325 – –
PCIG
117
Partners Capital Investment Group
Massachusetts
$10.9M 35,208 +29,350 +501%
Allspring Global Investments
118
Allspring Global Investments
North Carolina
$10.8M 35,121 -6,910 -16%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$10.8M 35,009 -375 -1%
BWM
120
BigSur Wealth Management
Florida
$10.8M 35,000 – –
WTC
121
WhitTier Trust Company
Nevada
$10.8M 34,903 – –
Lido Advisors
122
Lido Advisors
California
$10.6M 34,439 -130 -0.4%
EP
123
EPIQ Partners
Minnesota
$10.3M 33,362 +3,697 +12%
LP
124
LGL Partners
Pennsylvania
$10.2M 33,201 +84 +0.3%
M&T Bank
125
M&T Bank
New York
$10.1M 32,790 -294 -0.9%
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