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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
$76.6M
2
CWM
Campbell Wealth Management
Virginia
$19.9M
3
FWM
FFT Wealth Management
Pennsylvania
$43.7M
4
AWM
Ariadne Wealth Management
California
$14.5M
5
P
Pitcairn
Pennsylvania
$183M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$105M
2
BlackRock
BlackRock
New York
$243M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$122M
4
SFC
Strategic Financial Concepts
Texas
$233K
5
Morgan Stanley
Morgan Stanley
New York
$350M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
626
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$239K – – –
LWM
627
LJI Wealth Management
Indiana
$238K – – –
AF
628
Advisornet Financial
Minnesota
$236K +$654 +2 +0.3%
CFS
629
Cannon Financial Strategists
Georgia
$236K – – –
SFC
630
Strategic Financial Concepts
Texas
$233K -$72.1M -220,512 -100%
AWM
631
AE Wealth Management
Kansas
$233K -$96.4K -295 -29%
Simplex Trading
632
Simplex Trading
Illinois
$233K +$137K +422 +144%
FHA
633
Flagship Harbor Advisors
Massachusetts
$233K +$233K +713 New
MPM
634
Meritage Portfolio Management
Kansas
$232K -$3.6K -11 -2%
PWP
635
Principle Wealth Partners
Connecticut
$230K – – –
GSAM
636
Grant Street Asset Management
Pennsylvania
$229K +$654 +2 +0.3%
AIM
637
Acropolis Investment Management
Missouri
$229K – – –
LA
638
Legacy Advisors
Pennsylvania
$229K +$327 +1 +0.1%
CP
639
Canopy Partners
Ohio
$223K – – –
HP
640
Holistic Planning
Texas
$223K +$4.9K +15 +2%
CB
641
Cadence Bank
Mississippi
$223K +$223K +682 New
MWP
642
Meridian Wealth Partners
Pennsylvania
$223K – – –
TAM
643
Titleist Asset Management
Texas
$223K – – –
NW
644
Naviter Wealth
Arkansas
$222K – – –
BIAS
645
Beacon Investment Advisory Services
New Jersey
$221K – – –
PCM
646
Parsons Capital Management
Rhode Island
$221K – – –
SCTC
647
Sanibel Captiva Trust Company
Florida
$221K – – –
P
648
&Partners
Tennessee
$220K +$220K +673 New
CFS
649
CRA Financial Services
New Jersey
$220K – – –
MAM
650
Marquette Asset Management
Minnesota
$216K +$85K +260 +65%
24 25
26
27 28