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iShares Russell 3000 ETF
IWV

Overview Fund Activity

779 hedge funds and large institutions have $7.8B invested in iShares Russell 3000 ETF in 2024 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 188 increasing their positions, 270 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
+12
Holders Change %
+1.56%
% of All Funds
11.27%
Holding in Top 10
50
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.04%
% of All Funds
0.72%
New
52
Increased
188
Reduced
270
Closed
31
Calls
$6.37M
Puts
$784K
Net Calls
+$5.59M
Net Calls Change
+$1.14M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$76.6M
2
CWM
Campbell Wealth Management
Virginia
$19.9M
3
FWM
FFT Wealth Management
Pennsylvania
$43.7M
4
AWM
Ariadne Wealth Management
California
$14.5M
5
P
Pitcairn
Pennsylvania
$183M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$105M
2
BlackRock
BlackRock
New York
$243M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$122M
4
SFC
Strategic Financial Concepts
Texas
$233K
5
Morgan Stanley
Morgan Stanley
New York
$350M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
226
Sax Wealth Advisors
New Jersey
$3.2M -$71.2K -218 -2%
IIM
227
Ironwood Investment Management
Massachusetts
$3.2M +$249K +761 +8%
PCMC
228
Private Capital Management (Colorado)
Colorado
$3.19M +$29.7K +91 +0.9%
AA
229
Alesco Advisors
New York
$3.13M +$4.9K +15 +0.2%
FA
230
Fiducient Advisors
Illinois
$3.08M -$972K -2,976 -24%
FWIA
231
Fort Washington Investment Advisors
Ohio
$3.08M – – –
IFWM
232
Institute for Wealth Management
Colorado
$3.06M – – –
LFP
233
Lakeshore Financial Planning
Michigan
$3.02M -$16.3K -50 -0.5%
IAN
234
Integrated Advisors Network
Texas
$2.98M -$98K -300 -3%
FAM
235
Family Asset Management
South Carolina
$2.97M -$65.7K -201 -2%
TWM
236
Tolleson Wealth Management
Texas
$2.96M -$351K -1,074 -11%
BFM
237
Boston Financial Management
Massachusetts
$2.93M -$68.6K -210 -2%
CHC
238
City Holding Co
West Virginia
$2.92M -$38.2K -117 -1%
MPCG
239
Matrix Private Capital Group
New York
$2.91M -$71.9K -220 -2%
EH
240
Equitable Holdings
New York
$2.9M -$60.1K -184 -2%
USCWA
241
U.S. Capital Wealth Advisors
Texas
$2.87M -$120K -367 -4%
BFPW
242
BOK Financial Private Wealth
Colorado
$2.87M – – –
X
243
Xponance
Pennsylvania
$2.8M +$1.67M +5,108 +147%
WPC
244
Wedmont Private Capital
Pennsylvania
$2.73M +$6.79K +21 +0.2%
CFA
245
Cahill Financial Advisors
Minnesota
$2.73M +$8.17K +25 +0.3%
FNBOO
246
First National Bank of Omaha
Nebraska
$2.58M -$22.2K -68 -0.9%
9WM
247
9258 Wealth Management
Ohio
$2.56M -$173K -530 -6%
PA
248
Planning Alternatives
Michigan
$2.52M -$17K -52 -0.7%
FWM
249
Fonville Wealth Management
Virginia
$2.51M -$93.4K -286 -4%
FLPIM
250
F.L. Putnam Investment Management
Massachusetts
$2.45M -$27.1K -83 -1%
8 9
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