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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 %
ABWM
601
Alpine Bank Wealth Management
Colorado
$261K +$261K +800 New
VHAM
602
Van Hulzen Asset Management
California
$259K – – –
SA
603
Strategic Advocates
Utah
$256K – – –
FFG
604
Frisch Financial Group
New York
$256K – – –
SWM
605
Silverlake Wealth Management
Vermont
$256K – – –
PFG
606
Prosperity Financial Group
California
$256K – – –
TSS
607
Two Sigma Securities
New York
$254K +$254K +778 New
CWG
608
Cornerstone Wealth Group
North Carolina
$254K – – –
SPFA
609
Summit Place Financial Advisors
New Jersey
$253K – – –
SG
610
StoneX Group
New York
$252K +$27.8K +85 +12%
Thrivent Financial for Lutherans
611
Thrivent Financial for Lutherans
Minnesota
$252K +$979 +3 +0.4%
ST
612
Sabal Trust
Florida
$251K -$40.8K -125 -14%
FCAS
613
First Command Advisory Services
Texas
$251K -$32K -98 -11%
AIM
614
AHL Investment Management
Florida
$251K – – –
T. Rowe Price Associates
615
T. Rowe Price Associates
Maryland
$250K – – –
AIM
616
Anchor Investment Management
South Carolina
$249K -$9.47K -29 -4%
CIM
617
CIM Investment Management
Pennsylvania
$247K -$11.8K -36 -5%
CASB
618
Cape Ann Savings Bank
Massachusetts
$247K – – –
CAM
619
Campion Asset Management
Virginia
$246K -$10.1K -31 -4%
RWB
620
RMR Wealth Builders
New Jersey
$246K +$327 +1 +0.1%
AA
621
Auxano Advisors
Washington
$242K – – –
VC
622
Veracity Capital
Georgia
$242K -$3.27K -10 -1%
BWA
623
Bordeaux Wealth Advisors
California
$241K – – –
IAG
624
Investmark Advisory Group
Connecticut
$240K – – –
SC
625
Sapient Capital
Indiana
$240K – – –
23 24
25
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