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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 %
RPC
426
Rossmore Private Capital
Connecticut
$774K +$440K +1,275 +132%
SW
427
SlateStone Wealth
Florida
$766K – – –
WFA
428
Wade Financial Advisory
California
$761K – – –
HFRG
429
Houlihan Financial Resource Group
Virginia
$759K +$759K +2,324 New
CCA
430
Cobblestone Capital Advisors
New York
$759K – – –
RJT
431
Raymond James Trust
Florida
$759K – – –
CFA
432
Capstone Financial Advisors
Illinois
$758K +$2.29K +7 +0.3%
NA
433
NewEdge Advisors
Louisiana
$758K +$14K +43 +2%
PTC
434
Private Trust Company
Ohio
$758K – – –
CWP
435
Cyndeo Wealth Partners
Florida
$753K – – –
PFS
436
Prospera Financial Services
Texas
$743K -$6.56K -20 -0.9%
LFA
437
LGT Financial Advisors
Texas
$738K +$2.61K +8 +0.4%
CWM
438
Collaborative Wealth Management
Florida
$732K – – –
SFA
439
Sequoia Financial Advisors
Ohio
$729K -$7.52K -23 -1%
Neuberger Berman Group
440
Neuberger Berman Group
New York
$722K +$18K +55 +3%
TGAM
441
TBH Global Asset Management
Tennessee
$718K – – –
FH
442
FWG Holdings
Florida
$715K -$2.19M -6,626 -75%
OAM
443
Oppenheimer Asset Management
New York
$688K -$30.1K -92 -4%
OA
444
Oxbow Advisors
Texas
$688K – – –
NED
445
Nancy E. Dempze
$687K – – –
JWBC
446
J.W. Burns & Co
New York
$681K – – –
MAV
447
Mason & Associates (Virginia)
Virginia
$680K – – –
AWE
448
Avidian Wealth Enterprises
Texas
$674K – – –
AF
449
Allworth Financial
California
$672K – – –
BWM
450
Brown Wealth Management
Illinois
$666K +$327 +1 +0%
16 17
18
19 20