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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 %
MCM
276
MAI Capital Management
Ohio
$1.9M -$23.5K -72 -1%
Kayne Anderson Rudnick Investment Management
277
Kayne Anderson Rudnick Investment Management
California
$1.89M -$5.23K -16 -0.3%
PFP
278
Pinnacle Financial Partners
Tennessee
$1.88M +$301K +922 +19%
WA
279
Wealth Architects
California
$1.86M – – –
Renaissance Technologies
280
Renaissance Technologies
New York
$1.86M -$588K -1,800 -24%
NF
281
Nvest Financial
New Hampshire
$1.84M +$6.21K +19 +0.3%
SMWM
282
Silvia McColl Wealth Management
California
$1.83M -$4.9K -15 -0.3%
VP
283
Verum Partners
North Carolina
$1.81M – – –
CTC
284
Central Trust Company
Missouri
$1.8M -$16K -49 -0.9%
VPP
285
Vertex Planning Partners
Illinois
$1.8M -$11.8K -36 -0.6%
BFG
286
Beacon Financial Group
Texas
$1.79M -$4.9K -15 -0.3%
LNB
287
Ledyard National Bank
$1.78M -$134K -409 -7%
PGA
288
Portland Global Advisors
Maine
$1.73M – – –
BPWM
289
Badgley Phelps Wealth Managers
Washington
$1.73M +$12.7K +39 +0.7%
ACA
290
Aptus Capital Advisors
Alabama
$1.72M +$2.29K +7 +0.1%
CWM
291
Congress Wealth Management
Massachusetts
$1.69M +$763K +2,335 +82%
HPA
292
High Probability Advisors
New York
$1.69M – – –
KL
293
KilterHowling LLC
Colorado
$1.69M +$5.55K +17 +0.3%
SB
294
Strategic Blueprint
Georgia
$1.69M +$61.4K +188 +4%
MF
295
Manchester Financial
California
$1.65M – – –
IWC
296
Integrated Wealth Concepts
Massachusetts
$1.65M +$3.59K +11 +0.2%
EPP
297
ETF Portfolio Partners
Kansas
$1.65M -$77.8K -238 -5%
SPC
298
Sigma Planning Corp
Michigan
$1.65M +$6.86K +21 +0.4%
JIP
299
Jaffetilchin Investment Partners
Florida
$1.64M -$10.8K -33 -0.7%
Jane Street
300
Jane Street
New York
$1.6M -$637K -1,949 -28%
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