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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.

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
1
Wells Fargo
California
$76.6M
2
CWM
2
Campbell Wealth Management
Virginia
$19.9M
3
FWM
3
FFT Wealth Management
Pennsylvania
$43.7M
4
AWM
4
Ariadne Wealth Management
California
$14.5M
5
P
5
Pitcairn
Pennsylvania
$183M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$105M
2
BlackRock
2
BlackRock
New York
$243M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$122M
4
SFC
4
Strategic Financial Concepts
Texas
$233K
5
Morgan Stanley
5
Morgan Stanley
New York
$350M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
26
Proficio Capital Partners
Massachusetts
$57.4M +$736K +2,253 +1%
Bessemer Group
27
Bessemer Group
New Jersey
$56.6M -$101K -310 -0.2%
BP
28
Ballentine Partners
Massachusetts
$55M -$135K -412 -0.2%
AC
29
AlphaCore Capital
California
$52.9M -$7.29M -22,325 -12%
CB
30
Commerce Bank
Missouri
$52.8M +$972K +2,975 +2%
CWM
31
Calamos Wealth Management
Illinois
$52.7M +$300K +919 +0.6%
Bank of Nova Scotia
32
Bank of Nova Scotia
Ontario, Canada
$52.2M – – –
RMDI
33
R.M. Davis Inc
Maine
$52.1M -$260K -795 -0.5%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$52M -$4.24M -13,106 -8%
SI
35
Stephens Inc
Arkansas
$52M +$706K +2,162 +1%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$51.2M -$1.33M -4,066 -3%
CAM
37
Cresset Asset Management
Illinois
$48.3M +$8.73M +26,723 +22%
WA
38
Waverly Advisors
Alabama
$46.6M -$15M -45,938 -24%
Franklin Resources
39
Franklin Resources
California
$44.6M -$864K -2,597 -2%
TIAA Trust, National Association
40
TIAA Trust, National Association
North Carolina
$44.3M +$5.61M +17,180 +14%
FWM
41
FFT Wealth Management
Pennsylvania
$43.7M +$19.1M +58,424 +77%
MCCA
42
Mill Creek Capital Advisors
Pennsylvania
$41.3M +$3.27K +10 +0%
WRTC
43
Wind River Trust Company
Wyoming
$40.7M – – –
PS
44
Portfolio Strategies
New York
$39.1M -$750K -2,297 -2%
Osaic Holdings
45
Osaic Holdings
Arizona
$36.3M -$472K -1,444 -1%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$36.1M -$2.4M -7,344 -6%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$35.2M +$2.02M +6,216 +6%
CG
48
Caprock Group
Idaho
$34.6M +$327 +1 +0%
GWM
49
Geneos Wealth Management
Colorado
$34.3M -$596K -1,824 -2%
Corient Private Wealth
50
Corient Private Wealth
Florida
$34M +$6.33M +48,049 +23%
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