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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 %
SI
251
Saxon Interests
Texas
$2.45M -$36.3K -111 -1%
RB
252
Renasant Bank
Mississippi
$2.39M – – –
Envestnet Portfolio Solutions
253
Envestnet Portfolio Solutions
Illinois
$2.34M +$724K +2,215 +45%
BPA
254
Beacon Pointe Advisors
California
$2.34M -$1.18M -3,601 -33%
ZIM
255
Zacks Investment Management
Illinois
$2.32M -$201K -614 -8%
LIG
256
Lokken Investment Group
Delaware
$2.26M -$16.3K -50 -0.7%
IAS
257
IMA Advisory Services
Colorado
$2.22M +$2.22M +6,799 New
SF
258
Synovus Financial
Georgia
$2.22M +$35.6K +109 +2%
WCA
259
Waypoint Capital Advisors
Minnesota
$2.19M – – –
DWM
260
Dakota Wealth Management
Florida
$2.19M – – –
MFP
261
Meridian Financial Partners
Virginia
$2.16M -$7.51K -23 -0.3%
SWA
262
Stratos Wealth Advisors
Ohio
$2.15M +$39.5K +121 +2%
DF
263
Dunhill Financial
United Kingdom
$2.11M -$24.8K -76 -1%
HFS
264
Heritage Financial Services
Massachusetts
$2.1M -$185K -565 -8%
AC
265
Apella Capital
Connecticut
$2.08M +$1.3K +4 +0.1%
MWM
266
Modera Wealth Management
New Jersey
$2.07M -$44.1K -135 -2%
DWT
267
Dorsey & Whitney Trust
South Dakota
$2.05M +$907K +2,776 +79%
EFG
268
Everhart Financial Group
Ohio
$2.01M +$1.72M +5,257 +596%
OFG
269
Oxford Financial Group
Indiana
$2M – – –
YWM
270
Yardley Wealth Management
Pennsylvania
$1.97M +$1.97M +6,020 New
EC
271
Estate Counselors
Wisconsin
$1.94M -$642K -1,965 -25%
MFT
272
Moisand Fitzgerald Tamayo
Florida
$1.93M – – –
CCM
273
Cohen Capital Management
California
$1.92M -$65.4K -200 -3%
MCM
274
Manchester Capital Management
Vermont
$1.92M – – –
IBOK
275
Independence Bank of Kentucky
Kentucky
$1.91M -$83.3K -255 -4%
9 10
11
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