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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 %
OSAM
501
O'Shaughnessy Asset Management
Connecticut
$471K +$73.9K +222 +19%
KPWS
502
Kestra Private Wealth Services
Texas
$470K -$40.8K -125 -8%
EAM
503
Evanson Asset Management
California
$459K – – –
MFIM
504
Mesirow Financial Investment Management
Illinois
$459K +$459K +1,406 New
HTC
505
Haverford Trust Company
Pennsylvania
$457K – – –
EWM
506
Empirical Wealth Management
Washington
$457K -$21.2K -65 -4%
RCAG
507
Rehmann Capital Advisory Group
Michigan
$452K +$452K +1,384 New
PAS
508
Park Avenue Securities
New York
$448K +$25.5K +78 +6%
EIA
509
Eldridge Investment Advisors
New Hampshire
$446K – – –
FAIM
510
Financial Advocates Investment Management
Washington
$443K -$4.9K -15 -1%
DT
511
Diversified Trust
Tennessee
$442K -$3.27K -10 -0.7%
CWM
512
Core Wealth Management
Florida
$437K – – –
LW
513
Linscomb Wealth
Texas
$436K -$9.81K -30 -2%
BCWM
514
Bartlett & Co Wealth Management
Ohio
$433K -$49K -150 -10%
MWM
515
Meridian Wealth Management
Kentucky
$432K +$432K +1,322 New
GWM
516
Greenhouse Wealth Management
Connecticut
$427K – – –
HSA
517
HBK Sorce Advisory
Pennsylvania
$426K – – –
CA
518
CoreCap Advisors
Michigan
$417K +$417K +1,277 New
ATPW
519
Ashton Thomas Private Wealth
Arizona
$416K -$4.9K -15 -1%
1CP
520
17 Capital Partners
Arizona
$415K +$38.2K +117 +10%
FAT
521
First American Trust
California
$414K +$414K +1,267 New
SWM
522
Shakespeare Wealth Management
Wisconsin
$412K -$50K -153 -11%
CA
523
Crewe Advisors
Utah
$403K -$253K -775 -39%
SFS
524
Summit Financial Strategies
Ohio
$403K -$2.94K -9 -0.7%
AI
525
Auour Investments
Massachusetts
$400K – – –
19 20
21
22 23