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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 %
LSA
526
Lion Street Advisors
Texas
$400K -$131K -400 -25%
AWM
527
Accurate Wealth Management
Florida
$398K -$50.6K -153 -11%
CWM
528
Connecticut Wealth Management
Connecticut
$397K – – –
CAMG
529
CWA Asset Management Group
Florida
$395K +$395K +1,210 New
SCM
530
SOL Capital Management
Maryland
$395K – – –
MG
531
Mather Group
Illinois
$393K -$65.7K -201 -14%
SCM
532
Sterneck Capital Management
Missouri
$392K – – –
JFGIW
533
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$389K +$22.2K +68 +6%
GC
534
Gould Capital
Washington
$389K +$28.4K +87 +8%
DWP
535
Daymark Wealth Partners
Ohio
$388K – – –
AF
536
Apexium Financial
Texas
$387K – – –
FCBT
537
First Citizens Bank & Trust
North Carolina
$382K -$9.8K -30 -3%
PJSIMP
538
P.J. Schmidt Investment Management (PJS)
Wisconsin
$376K – – –
LWM
539
Lyell Wealth Management
California
$376K – – –
RSWM
540
Robertson Stephens Wealth Management
California
$369K -$45.7K -140 -11%
RMCM
541
Reynders McVeigh Capital Management
Massachusetts
$366K – – –
WCWM
542
Willow Creek Wealth Management
California
$362K -$18K -55 -5%
RWP
543
Revolve Wealth Partners
New Jersey
$361K – – –
FF
544
Fluent Financial
Texas
$360K +$1.96K +6 +0.5%
GWA
545
GGM Wealth Advisors
Maryland
$359K – – –
JJBC
546
James J. Burns & Company
New York
$359K – – –
LFA
547
Lauterbach Financial Advisors
Texas
$358K – – –
PRA
548
Pine Ridge Advisers
New York
$354K – – –
MA
549
MONECO Advisors
Connecticut
$354K +$653 +2 +0.2%
PIA
550
Perennial Investment Advisors
California
$350K +$327 +1 +0.1%
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