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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 %
SCM
1
SCS Capital Management
Massachusetts
$630M 2,042,333 -28,337 -1%
Morgan Stanley
2
Morgan Stanley
New York
$375M 1,216,222 -1,838 -0.2%
Northern Trust
3
Northern Trust
Illinois
$333M 1,078,799 +20,267 +2%
BlackRock
4
BlackRock
New York
$319M 1,033,687 +75,731 +8%
Bank of America
5
Bank of America
North Carolina
$288M 933,185 +386 +0%
Goldman Sachs
6
Goldman Sachs
New York
$225M 729,204 +71,016 +11%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$223M 721,475 -6,618 -0.9%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$188M 607,732 +304,954 +101%
UMC
9
UNC Management Company
North Carolina
$177M 572,030 +170,878 +43%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$164M 529,756 -94,277 -15%
P
11
Pitcairn
Pennsylvania
$160M 518,380 -15,735 -3%
Ameriprise
12
Ameriprise
Minnesota
$143M 463,449 -6,575 -1%
LPL Financial
13
LPL Financial
California
$141M 455,343 +15,501 +4%
UBS Group
14
UBS Group
Switzerland
$139M 451,778 -233 -0.1%
EK
15
Evensky & Katz
Florida
$122M 395,212 -8,773 -2%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$101M 326,689 +34,052 +12%
HighTower Advisors
17
HighTower Advisors
Illinois
$96.9M 314,007 -3,281 -1%
ST
18
Sentinel Trust
Texas
$91M 294,682 +15,853 +6%
TF
19
TLWM Financial
Texas
$89.6M 290,276 +2,670 +0.9%
PP
20
Pegasus Partners
Wisconsin
$76M 246,155 +363 +0.1%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$74.3M 240,604 +35,260 +17%
Corient Private Wealth
22
Corient Private Wealth
Florida
$64.9M 210,366 +15,245 +8%
TFF
23
The Family Firm
Maryland
$63.3M 856,336 +649,319 +314%
William Blair & Company
24
William Blair & Company
Illinois
$60.3M 195,350 -4,860 -2%
WA
25
Waverly Advisors
Alabama
$58.2M 188,450 -1,043 -0.6%
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