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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 %
AA
576
AlphaMark Advisors
Kentucky
$309K – – –
IA
577
IFP Advisors
Florida
$303K -$5.88K -18 -2%
RIS
578
Retirement Income Solutions
Michigan
$302K – – –
TNB
579
Thomasville National Bank
Georgia
$300K – – –
NL
580
NWAM LLC
Washington
$297K +$297K +908 New
ACA
581
Anchor Capital Advisors
Massachusetts
$294K +$294K +899 New
SCM
582
Sebold Capital Management
Illinois
$293K -$1.63K -5 -0.6%
PIFP
583
Partners in Financial Planning
Virginia
$291K – – –
ACI
584
Alpha Cubed Investments
California
$291K – – –
FP
585
Fiduciary Planning
Florida
$285K – – –
PWPS
586
Pinnacle Wealth Planning Services
Ohio
$283K +$283K +865 New
EFMC
587
Empire Financial Management Company
New York
$282K +$15K +46 +6%
Qube Research & Technologies (QRT)
588
Qube Research & Technologies (QRT)
United Kingdom
$279K -$115K -352 -29%
RAG
589
RIA Advisory Group
Iowa
$277K +$277K +848 New
MWM
590
Moran Wealth Management
Florida
$274K – – –
GFWA
591
Grey Fox Wealth Advisors
Delaware
$274K +$274K +838 New
MGWM
592
Marks Group Wealth Management
Minnesota
$273K -$11.4K -35 -4%
WJWM
593
Williams Jones Wealth Management
New York
$273K – – –
GWSG
594
GPS Wealth Strategies Group
Colorado
$271K +$2.29K +7 +0.9%
CG
595
CFO4Life Group
Texas
$269K – – –
FA
596
Fermata Advisors
California
$268K -$31.7K -97 -11%
VCM
597
Versant Capital Management
Arizona
$268K +$980 +3 +0.4%
SIG
598
Sargent Investment Group
Maryland
$267K +$2.61K +8 +1%
TW
599
TritonPoint Wealth
Maryland
$267K – – –
VIP
600
Vista Investment Partners
Oklahoma
$261K -$58.8K -180 -18%
22 23
24
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