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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 %
GWMR
301
GC Wealth Management RIA
Massachusetts
$1.56M -$11.1K -34 -0.7%
MGIA
302
Moneta Group Investment Advisors
Missouri
$1.56M -$28.1K -86 -2%
GWANC
303
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.56M +$5.23K +16 +0.3%
CGA
304
Crescent Grove Advisors
Illinois
$1.55M – – –
GM
305
GeoWealth Management
Illinois
$1.54M – – –
TC
306
TownSquare Capital
Utah
$1.53M -$119K -364 -7%
PCA
307
Prosperity Capital Advisors
Ohio
$1.53M +$301K +921 +25%
SFG
308
Sterling Financial Group
California
$1.53M -$108K -330 -7%
Janney Montgomery Scott
309
Janney Montgomery Scott
Pennsylvania
$1.52M -$6.21K -19 -0.4%
DADC
310
D.A. Davidson & Co
Montana
$1.51M +$21.2K +65 +1%
SA
311
Sanctuary Advisors
Indiana
$1.49M -$244K -714 -14%
BAM
312
Berkshire Asset Management
Pennsylvania
$1.49M – – –
IWM
313
IHT Wealth Management
Illinois
$1.48M -$6.86K -21 -0.5%
BW
314
BIP Wealth
Georgia
$1.48M -$1.31K -4 -0.1%
CTA
315
Chesley Taft & Associates
Illinois
$1.48M – – –
NEPWA
316
New England Private Wealth Advisors
Massachusetts
$1.46M -$284K -868 -16%
CFO
317
CVA Family Office
Colorado
$1.44M – – –
DAS
318
Dynamic Advisor Solutions
Arizona
$1.42M -$78.1K -239 -5%
JWCA
319
J.W. Cole Advisors
Florida
$1.41M -$21.9K -67 -2%
TVAMP
320
Tennessee Valley Asset Management Partners
Tennessee
$1.41M – – –
MWA
321
Motive Wealth Advisors
Michigan
$1.4M – – –
FCI
322
Financial Counselors Inc
Kansas
$1.4M +$46.1K +141 +3%
LWA
323
Lowe Wealth Advisors
Maryland
$1.4M -$107K -327 -7%
EWM
324
Evercore Wealth Management
New York
$1.39M -$24.5K -75 -2%
AMBIA
325
Allen Mooney & Barnes Investment Advisors
Georgia
$1.37M -$1.35M -4,131 -50%
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