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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 %
SWA
451
Sightline Wealth Advisors
Connecticut
$665K +$1.96K +6 +0.3%
PA
452
Procyon Advisors
Connecticut
$665K – – –
FF
453
Francis Financial
$664K -$8.17K -25 -1%
BRWA
454
B. Riley Wealth Advisors
Florida
$660K -$18.3K -56 -3%
SC
455
Scotia Capital
Ontario, Canada
$660K -$3.27K -10 -0.5%
HA
456
Harbor Advisors
Florida
$653K – – –
FG
457
Foster Group
Iowa
$641K – – –
HIA
458
Harbor Investment Advisory
Maryland
$638K +$327 +1 +0.1%
CCM
459
Coldstream Capital Management
Washington
$637K – – –
APP
460
Avantax Planning Partners
Iowa
$636K -$22.5K -69 -3%
AA
461
Ashford Advisors
New York
$633K -$31K -95 -5%
FWI
462
Facet Wealth Inc
Maryland
$632K +$632K +1,940 New
DIA
463
Dana Investment Advisors
Wisconsin
$628K -$8.5K -26 -1%
WWP
464
Waypoint Wealth Partners
California
$619K – – –
MCA
465
MSH Capital Advisors
Arizona
$615K +$1.31K +4 +0.2%
FBB
466
Fulton Breakefield Broenniman
Maryland
$607K -$19.6K -60 -3%
AQR Capital Management
467
AQR Capital Management
Connecticut
$592K -$553K -1,694 -48%
RWM
468
RKL Wealth Management
Pennsylvania
$585K +$1.96K +6 +0.3%
PWM
469
Perigon Wealth Management
California
$564K +$327 +1 +0.1%
SC
470
SouthState Corp
Florida
$561K – – –
BWA
471
Burt Wealth Advisors
Maryland
$558K – – –
MIM
472
MTM Investment Management
South Carolina
$553K – – –
PP
473
PrairieView Partners
Minnesota
$553K – – –
HPC
474
HM Payson & Co
Maine
$550K -$124K -379 -18%
BF
475
BOK Financial
Oklahoma
$549K – – –
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