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 %
SIM
176
Strategic Investment Management
Virginia
$5.13M 16,400 – –
GC
177
Gilbert & Cook
Iowa
$5.1M 16,531 +22 +0.1%
FC
178
Financial Council
Maryland
$4.91M 15,891 -1,075 -6%
AWP
179
Ascent Wealth Partners
New York
$4.9M 15,878 -50 -0.3%
MLFP
180
MPS Loria Financial Planners
Illinois
$4.89M 15,855 -70 -0.4%
GA
181
Geller Advisors
New York
$4.75M 15,385 -8,710 -36%
Wealth Enhancement Advisory Services
182
Wealth Enhancement Advisory Services
Minnesota
$4.67M 15,121 +2,879 +24%
STA
183
Summit Trail Advisors
New York
$4.65M 15,063 – –
AWA
184
Aquire Wealth Advisors
Utah
$4.63M 15,008 -67 -0.4%
EWA
185
EP Wealth Advisors
California
$4.6M 14,912 -165 -1%
CAM
186
Cozad Asset Management
Illinois
$4.49M 14,559 – –
WI
187
WBI Investments
New Jersey
$4.44M 14,399 +66 +0.5%
VFA
188
Valeo Financial Advisors
Indiana
$4.41M 14,295 -250 -2%
FPAS
189
Focus Partners Advisor Solutions
Missouri
$4.38M 14,187 +11 +0.1%
LFS
190
Lutz Financial Services
Nebraska
$4.37M 14,150 -1,103 -7%
CA
191
Cambridge Associates
Massachusetts
$4.34M 14,063 – –
SB
192
Simmons Bank
Arkansas
$4.34M 14,063 -989 -7%
BFC
193
Blue Fin Capital
Rhode Island
$4.16M 13,481 -179 -1%
GP
194
Greenline Partners
New York
$4.1M 13,244 – –
CWM
195
Chesapeake Wealth Management
Virginia
$4.07M 13,194 -4,802 -27%
CSWM
196
Cassady Schiller Wealth Management
Ohio
$4.01M 13,004 -255 -2%
ECG
197
Edge Capital Group
Georgia
$3.96M 12,825 -33 -0.3%
FHB
198
First Hawaiian Bank
Hawaii
$3.95M 12,781 +803 +7%
TFCP
199
Twin Focus Capital Partners
Massachusetts
$3.87M 12,526 -400 -3%
CCB
200
Country Club Bank
Missouri
$3.84M 12,387 -160 -1%
6 7
8
9 10