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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
+$20.4M
2
CWM
Campbell Wealth Management
Virginia
+$19.9M
3
FWM
FFT Wealth Management
Pennsylvania
+$19.1M
4
AWM
Ariadne Wealth Management
California
+$14.5M
5
P
Pitcairn
Pennsylvania
+$13.3M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$130M
2
BlackRock
BlackRock
New York
-$94.6M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$76.5M
4
SFC
Strategic Financial Concepts
Texas
-$72.1M
5
Morgan Stanley
Morgan Stanley
New York
-$47.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
326
Peapack-Gladstone Financial Corp
New Jersey
$1.37M +$327 +1 +0%
AC
327
Avestar Capital
New York
$1.32M +$302K +924 +30%
SA
328
SpiderRock Advisors
Delaware
$1.32M -$10.1K -31 -0.8%
VCP
329
Vista Capital Partners
Oregon
$1.32M – – –
GLLW
330
Graves Light Lenhart Wealth
Virginia
$1.31M -$254K -776 -16%
SPIA
331
Steward Partners Investment Advisory
New York
$1.31M +$826K +2,528 +172%
SWM
332
SilverOak Wealth Management
Minnesota
$1.28M -$40.8K -125 -3%
SIG
333
Stonegate Investment Group
Alabama
$1.27M -$34.6K -106 -3%
LBC
334
Lowe Brockenbrough & Co
Virginia
$1.27M – – –
APG
335
Abacus Planning Group
South Carolina
$1.27M – – –
AAM
336
Augustine Asset Management
Florida
$1.26M +$1.26M +3,869 New
OMC
337
Old Mission Capital
Illinois
$1.26M -$2.2M -6,736 -64%
MFG
338
MidWestOne Financial Group
Iowa
$1.26M – – –
ADL
339
Asset Dedication LLC
California
$1.25M -$102K -312 -8%
PAIM
340
Punch & Associates Investment Management
Minnesota
$1.24M +$364K +1,113 +42%
WWC
341
Waypoint Wealth Counsel
Georgia
$1.23M +$3.92K +12 +0.3%
SM
342
Sensible Money
Arizona
$1.22M -$102K -312 -8%
CNBT
343
Canandaigua National Bank & Trust
New York
$1.22M -$8.17K -25 -0.7%
Luther King Capital Management (LKCM)
344
Luther King Capital Management (LKCM)
Texas
$1.22M -$1.15M – –
EW
345
Evoke Wealth
California
$1.21M +$629K +1,924 +108%
AIA
346
Alera Investment Advisors
Illinois
$1.21M – – –
MA
347
Mutual Advisors
Nebraska
$1.2M -$37.3K -113 -3%
Susquehanna International Group
348
Susquehanna International Group
Pennsylvania
$1.19M -$1.95M -5,965 -62%
PFA
349
Pure Financial Advisors
California
$1.18M -$58.5K -179 -5%
SF
350
Symphony Financial
Texas
$1.18M +$25.1K +77 +2%
12 13
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