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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 %
SSWM
376
Smith Salley Wealth Management
North Carolina
$1.04M -$2.61K -8 -0.3%
WS
377
Wedbush Securities
California
$1.04M +$2.61K +8 +0.3%
GIA
378
GHP Investment Advisors
Colorado
$1.03M – – –
VWA
379
Visionary Wealth Advisors
Illinois
$1.03M +$3.27K +10 +0.3%
LAS
380
LWM Advisory Services
Florida
$1.03M – – –
OAS
381
Optivise Advisory Services
Tennessee
$1.03M – – –
SW
382
SkyOak Wealth
Michigan
$1.02M -$65.7K -201 -6%
PPW
383
Parcion Private Wealth
Washington
$1.02M – – –
UFF
384
USA Financial Formulas
Michigan
$1M -$152K -464 -13%
SMA
385
Sage Mountain Advisors
Georgia
$998K +$237K +725 +31%
HSBC Holdings
386
HSBC Holdings
United Kingdom
$992K -$1.06M -3,250 -52%
EGA
387
E&G Advisors
Texas
$981K – – –
RWP
388
RWA Wealth Partners
Massachusetts
$972K – – –
BAM
389
Beaumont Asset Management
Texas
$970K – – –
WAL
390
W Advisors LLC
Tennessee
$965K +$22.2K +68 +2%
GCA
391
Greenwood Capital Associates
South Carolina
$963K – – –
CCM
392
Condor Capital Management
New Jersey
$959K – – –
CIA
393
Concurrent Investment Advisors
Florida
$953K +$481K +1,471 +102%
FNC
394
First National Corp
Massachusetts
$948K – – –
CWA
395
CM Wealth Advisors
Ohio
$937K +$111K +341 +13%
EIP
396
Ellis Investment Partners
Pennsylvania
$925K +$653 +2 +0.1%
RSC
397
Red Spruce Capital
Pennsylvania
$924K -$25.8K -79 -3%
PP
398
Prosperity Planning
Missouri
$922K – – –
JWM
399
Jackson Wealth Management
Florida
$915K – – –
NW
400
NewEdge Wealth
Pennsylvania
$912K +$623K +1,907 +215%
14 15
16
17 18