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.

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 %
SEM
126
Strategic Equity Management
Arizona
$9.58M 31,043 +6,547 +27%
FEG
127
Fund Evaluation Group
Ohio
$9.55M 30,928 +3,870 +14%
GT
128
Glenmede Trust
Pennsylvania
$9.25M 29,959 -465 -2%
SAM
129
Silvercrest Asset Management
New York
$9.07M 29,400 -5,976 -17%
JA
130
JVL Associates
Michigan
$8.99M 29,127 – –
IDA
131
Intelligence Driven Advisers
California
$8.28M 26,810 -1,649 -6%
FAM
132
Forte Asset Management
New York
$8.24M 26,696 +533 +2%
AL
133
Aspiriant LLC
California
$8.14M 26,362 -75 -0.3%
AllianceBernstein
134
AllianceBernstein
Tennessee
$7.92M 25,655 -30 -0.1%
MML Investors Services
135
MML Investors Services
Massachusetts
$7.66M 24,818 -4,722 -16%
Vanguard Group
136
Vanguard Group
Pennsylvania
$7.65M 24,798 -312 -1%
RJA
137
Raymond James & Associates
Florida
$7.63M 24,723 -3,050 -11%
Pathstone Holdings
138
Pathstone Holdings
New Jersey
$7.59M 24,592 +4,793 +24%
HI
139
Humankind Investments
New York
$7.58M 24,570 – –
FT
140
Fiduciary Trust
Massachusetts
$7.5M 24,292 -67 -0.3%
RPCA
141
Running Point Capital Advisors
California
$7.1M 23,003 -4 -0%
SLT
142
St Louis Trust
Missouri
$7.06M 22,882 +21 +0.1%
NPF
143
Norris Perne & French
Michigan
$7.06M 22,870 – –
Victory Capital Management
144
Victory Capital Management
Texas
$7.05M 22,844 +6,554 +40%
JPG
145
Jordan Park Group
California
$7.03M 22,779 -1,643 -7%
LC
146
LCNB Corp
Ohio
$7.01M 22,708 -420 -2%
CIP
147
Chartwell Investment Partners
Pennsylvania
$6.99M 22,631 +4,144 +22%
CWM
148
Circle Wealth Management
New Jersey
$6.83M 22,119 – –
MPPLM
149
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.71M 21,739 +8,043 +59%
LNWWM
150
Laird Norton Wetherby Wealth Management
California
$6.62M 21,457 -994 -4%
4 5
6
7 8