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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 %
BFG
351
Bleakley Financial Group
New Jersey
$1.18M -$129K -396 -10%
HCM
352
Hollencrest Capital Management
California
$1.17M – – –
IWMA
353
Ironwood Wealth Management (Arizona)
Arizona
$1.17M – – –
RPGK
354
Retirement Planning Group (Kansas)
Kansas
$1.17M – – –
FCM
355
Firestone Capital Management
Florida
$1.17M +$1.31K +4 +0.1%
ITIM
356
Indiana Trust & Investment Management
Indiana
$1.16M +$1.16M +3,547 New
AP
357
Agilis Partners
Massachusetts
$1.16M -$39.9K -122 -3%
SFO
358
Stokes Family Office
Louisiana
$1.14M – – –
BEI
359
Benjamin Edwards Inc
Missouri
$1.14M +$1.14M +3,482 New
BWP
360
Bernardo Wealth Planning
Pennsylvania
$1.13M +$1.13M +3,411 New
WAP
361
Wealthcare Advisory Partners
Pennsylvania
$1.13M -$15K -46 -1%
FIB
362
First Interstate Bank
Montana
$1.13M – – –
CAL
363
Capital Analysts LLC
Pennsylvania
$1.12M – – –
CWM
364
Cahaba Wealth Management
Georgia
$1.11M +$3.59K +11 +0.3%
FSA
365
Fort Sheridan Advisors
Illinois
$1.1M – – –
PCMC
366
Planning Capital Management Corporation
Pennsylvania
$1.09M +$61.4K +188 +6%
WIA
367
World Investment Advisors
California
$1.09M +$68.3K +209 +7%
SCG
368
Sonata Capital Group
Washington
$1.08M – – –
XF
369
XML Financial
Maryland
$1.08M -$7.52K -23 -0.7%
ZB
370
Zions Bancorporation
Utah
$1.07M +$1.07M +3,270 New
GL
371
Graypoint LLC
New York
$1.07M +$327 +1 +0%
LJHT
372
Laurie J. Hall Trustee
$1.06M – – –
KA
373
Kovack Advisors
Florida
$1.05M -$63.1K -193 -6%
WDL
374
Well Done LLC
Michigan
$1.04M +$133K +406 +15%
KAM
375
KEB Asset Management
Illinois
$1.04M +$3.27K +10 +0.3%
13 14
15
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