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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 %
PG
551
Patten Group
Tennessee
$350K – – –
OWA
552
Outlook Wealth Advisors
Texas
$349K – – –
AIA
553
Alternative Investment Advisors
Florida
$346K +$1.31K +4 +0.4%
RRCM
554
Rappaport Reiches Capital Management
Illinois
$345K -$10.8K -33 -3%
HI
555
Harbour Investments
Wisconsin
$344K -$33.3K -102 -9%
PL
556
Plancorp LLC
Missouri
$340K – – –
RWM
557
Rockwood Wealth Management
Pennsylvania
$339K – – –
WLPWM
558
Walled Lake Planning & Wealth Management
Illinois
$336K +$980 +3 +0.3%
DIA
559
Davidson Investment Advisors
Montana
$335K – – –
AWAG
560
ARS Wealth Advisors Group
Florida
$333K – – –
KJHP
561
K.J. Harrison & Partners
Ontario, Canada
$329K – – –
BFO
562
Biltmore Family Office
North Carolina
$328K – – –
AssetMark Inc
563
AssetMark Inc
California
$328K +$247K +757 +305%
LA
564
LM Advisors
California
$327K – – –
WMA
565
Wealth Management Associates
New Jersey
$327K – – –
CAWM
566
Capital Advisors Wealth Management
Washington
$327K – – –
HCA
567
Heck Capital Advisors
Wisconsin
$327K +$327K +1,000 New
NEWAS
568
N.E.W. Advisory Services
Wisconsin
$325K -$6.54K -20 -2%
LCGC
569
Legacy Capital Group California
California
$322K – – –
RFC
570
Regions Financial Corp
Alabama
$321K -$191K -585 -37%
JC
571
Jacobs & Co
California
$320K – – –
DIP
572
DT Investment Partners
Pennsylvania
$319K +$319K +975 New
Members Trust
573
Members Trust
Florida
$319K – – –
AFG
574
Altiora Financial Group
Ohio
$314K +$1.31K +4 +0.4%
SL
575
Salomon & Ludwin
Virginia
$311K +$56.9K +174 +22%
21 22
23
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