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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 %
TRCT
401
Tower Research Capital (TRC)
New York
$911K +$767K +2,346 +531%
GT
402
Glenview Trust
Kentucky
$905K – – –
CNB
403
Camden National Bank
Maine
$903K – – –
FTWA
404
Fifth Third Wealth Advisors
Ohio
$901K -$45.7K -140 -5%
ACM
405
Armbruster Capital Management
New York
$898K -$6.86K -21 -0.8%
AWM
406
Aprio Wealth Management
Georgia
$892K – – –
CL
407
Choreo LLC
Illinois
$890K -$37.6K -116 -4%
SFWC
408
Strategic Family Wealth Counselors
New Jersey
$874K – – –
WMP
409
Wealth Management Partners
Arizona
$872K -$1.31K -4 -0.1%
BEC
410
Blue Edge Capital
Virginia
$868K – – –
Empower Advisory Group
411
Empower Advisory Group
Colorado
$864K – – –
SIA
412
Soltis Investment Advisors
Utah
$864K – – –
AAMC
413
Asset Allocation & Management Company
Illinois
$863K – – –
NG
414
Norden Group
Utah
$860K +$258K +790 +43%
JSW
415
Journey Strategic Wealth
New Jersey
$858K -$500K -1,530 -37%
MAC
416
Mason & Associates (California)
California
$855K – – –
ACA
417
Affinity Capital Advisors
California
$853K -$65K -199 -7%
CFC
418
Coyle Financial Counsel
Illinois
$851K – – –
VA
419
Valmark Advisers
Ohio
$851K -$65K -199 -7%
Betterment LLC
420
Betterment LLC
New York
$836K +$22.2K +68 +3%
SAM
421
Smartleaf Asset Management
Massachusetts
$818K -$5.86K -18 -0.7%
SYBT
422
Stock Yards Bank & Trust
Kentucky
$795K -$131K -400 -14%
ECM
423
Evergreen Capital Management
Washington
$783K – – –
CCM
424
Chilton Capital Management
Texas
$781K – – –
MCA
425
Martin Capital Advisors
Texas
$774K – – –
15 16
17
18 19