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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 %
FA
201
Fiducient Advisors
Illinois
$3.83M 12,411 +12,411 New
Prudential Financial
202
Prudential Financial
New Jersey
$3.77M 12,201 +1,494 +14%
CRWM
203
Castle Rock Wealth Management
California
$3.76M 12,163 +634 +5%
SQA
204
Simon Quick Advisors
New Jersey
$3.76M 12,183 +22 +0.2%
WSFS
205
Wilmington Savings Fund Society
Delaware
$3.55M 11,513 – –
LC
206
Lindbrook Capital
California
$3.41M 11,063 -1,235 -10%
PCIA
207
Prime Capital Investment Advisors
Kansas
$3.4M 11,006 – –
JFG
208
JMG Financial Group
Illinois
$3.37M 10,915 – –
ZF
209
Zhang Financial
Michigan
$3.35M 10,862 +3 +0%
AWM
210
Aries Wealth Management
Maine
$3.34M 10,833 – –
SWP
211
Stratos Wealth Partners
Ohio
$3.32M 10,749 +61 +0.6%
BPA
212
Beacon Pointe Advisors
California
$3.32M 10,750 +2,801 +35%
MFA
213
McClarren Financial Advisors
Pennsylvania
$3.3M 2,160 -8,527 -80%
SCI
214
S&CO Inc
Massachusetts
$3.29M 10,647 +10,647 New
FSA
215
Financial Services Advisory
Maryland
$3.28M 10,633 -11,953 -53%
OMC
216
Old Mission Capital
Illinois
$3.27M 10,600 +10,600 New
CRC
217
Curi RMB Capital
Illinois
$3.24M 10,502 +2,145 +26%
SFS
218
Sowell Financial Services
Arkansas
$3.21M 10,404 +10,404 New
C
219
Certuity
Florida
$3.18M 10,305 +20 +0.2%
SHGA
220
Sand Hill Global Advisors
California
$3.14M 10,161 -433 -4%
TWM
221
Tolleson Wealth Management
Texas
$3.13M 10,140 – –
WT
222
Washington Trust
Rhode Island
$3.11M 10,083 +14 +0.1%
SWA
223
Sax Wealth Advisors
New Jersey
$3.09M 10,023 -250 -2%
WCM
224
Wealthcare Capital Management
Virginia
$3.08M 9,991 – –
PCMC
225
Private Capital Management (Colorado)
Colorado
$2.99M 9,680 -18 -0.2%
7 8
9
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