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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 %
1WM
476
1900 Wealth Management
Texas
$548K -$129K -394 -19%
ECG
477
EPIQ Capital Group
California
$542K +$1.63K +5 +0.3%
VWA
478
VERITY Wealth Advisors
United States
$539K – – –
QPWM
479
Quadrant Private Wealth Management
Pennsylvania
$532K +$1.63K +5 +0.3%
FFM
480
Forum Financial Management
Illinois
$531K +$14.7K +45 +3%
OIA
481
OneDigital Investment Advisors
Kansas
$527K – – –
GI
482
GLOBALT Investments
Georgia
$526K -$9.8K -30 -2%
PFA
483
Pathway Financial Advisors
Vermont
$523K – – –
WB
484
WesBanco Bank
West Virginia
$517K – – –
WE
485
Wealth Effects
Massachusetts
$513K – – –
SWM
486
Spire Wealth Management
Virginia
$513K -$77.8K -238 -13%
MWA
487
Midland Wealth Advisors
Illinois
$511K +$21.9K +67 +4%
FWCM
488
Ferguson Wellman Capital Management
Oregon
$510K – – –
PRWA
489
Platte River Wealth Advisors
Colorado
$503K – – –
MFA
490
Mayflower Financial Advisors
Massachusetts
$502K – – –
QCG
491
Quadrant Capital Group
Ohio
$501K – – –
VF
492
Vawter Financial
Ohio
$495K – – –
MSS
493
Mitchell Sinkler & Starr
Pennsylvania
$490K – – –
CC
494
Cornerstone Capital
California
$486K +$19.6K +60 +4%
GRP
495
Global Retirement Partners
California
$486K -$214K -656 -31%
WHG
496
Westwood Holdings Group
Texas
$485K – – –
LFA
497
Legacy Financial Advisors
Kentucky
$481K -$19.3K -59 -4%
RW
498
RVW Wealth
California
$478K – – –
FRA
499
Frank Rimerman Advisors
California
$478K – – –
MSAM
500
Moloney Securities Asset Management
Missouri
$477K – – –
18 19
20
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