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 %
HHGA
151
Halbert Hargrove Global Advisors
California
$6.58M 21,329 -3,889 -15%
LT
152
Legacy Trust
Michigan
$6.57M 21,292 +51 +0.2%
BCI
153
Brinker Capital Investments
Pennsylvania
$6.41M 20,759 -187 -0.9%
OPS
154
Orion Portfolio Solutions
Nebraska
$6.41M 20,759 -187 -0.9%
ASN
155
Advisory Services Network
Georgia
$6.37M 20,639 +9,751 +90%
SCM
156
Sheridan Capital Management
California
$6.33M 20,461 -156 -0.8%
CIBC Private Wealth Group
157
CIBC Private Wealth Group
Georgia
$6.32M 20,091 -1,521 -7%
Baird Financial Group
158
Baird Financial Group
Wisconsin
$6.29M 20,389 +136 +0.7%
Stifel Financial
159
Stifel Financial
Missouri
$6.09M 19,737 +943 +5%
WT
160
Whittier Trust
California
$5.97M 19,345 -215 -1%
WPA
161
West Paces Advisors
Georgia
$5.91M 19,149 +17,867 +1,394%
ODIJL
162
One Day In July LLC
Vermont
$5.86M 18,992 +933 +5%
WAG
163
Winthrop Advisory Group
Massachusetts
$5.85M 18,942 +101 +0.5%
R
164
Rebalance
California
$5.78M 18,736 – –
TFP
165
Triune Financial Partners
Kansas
$5.78M 18,716 +47 +0.3%
LWMG
166
Levy Wealth Management Group
Pennsylvania
$5.68M 18,402 +15 +0.1%
PAG
167
Private Advisor Group
New Jersey
$5.59M 18,108 -2,371 -12%
CWM
168
Cedar Wealth Management
California
$5.56M 18,018 +290 +2%
MI
169
Moneywise Inc
Virginia
$5.43M 17,603 +7,457 +73%
BCM
170
BTC Capital Management
Iowa
$5.42M 17,567 – –
Cambridge Investment Research Advisors
171
Cambridge Investment Research Advisors
Iowa
$5.33M 17,261 -850 -5%
WHCFA
172
William Howard & Co Financial Advisors
Tennessee
$5.3M 17,171 -804 -4%
Citadel Advisors
173
Citadel Advisors
Florida
$5.29M 17,140 +12,463 +266%
MWM
174
Mission Wealth Management
California
$5.24M 16,984 +59 +0.3%
CPIG
175
Chicago Partners Investment Group
Illinois
$5.24M 16,901 +30 +0.2%
5 6
7
8 9