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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 %
OCPWS
651
One Charles Private Wealth Services
Massachusetts
$215K -$47K -144 -18%
PJWM
652
Philip James Wealth Mangement
Georgia
$214K +$654 +2 +0.3%
RT
653
Rockland Trust
Massachusetts
$212K – – –
RWM
654
Rezny Wealth Management
Florida
$212K – – –
BHIA
655
Birch Hill Investment Advisors
Massachusetts
$212K – – –
PWMG
656
Private Wealth Management Group
New Jersey
$211K – – –
WP
657
WMS Partners
Maryland
$210K +$210K +644 New
AUB
658
Atlantic Union Bankshares
Virginia
$210K +$210K +643 New
NOI
659
Newton One Investments
Delaware
$210K +$980 +3 +0.5%
SWM
660
Sugarloaf Wealth Management
Georgia
$210K +$654 +2 +0.3%
Financial Engines Advisors
661
Financial Engines Advisors
California
$208K +$208K +638 New
PCFFS
662
Pacific Center for Financial Services
California
$206K – – –
PIM
663
Penobscot Investment Management
Massachusetts
$205K +$205K +626 New
SSB
664
Sandy Spring Bank
Maryland
$204K – – –
KWS
665
Keystone Wealth Services
California
$201K -$68.3K -209 -25%
LHC
666
Little House Capital
Massachusetts
$201K +$201K +615 New
Kovitz Investment Group Partners
667
Kovitz Investment Group Partners
Illinois
$201K +$42.1K +307 +27%
WA
668
WBH Advisory
Maryland
$200K +$200K +614 New
GFL
669
Granite FO LLC
New Hampshire
$200K +$200K +612 New
TF
670
Tompkins Financial
New York
$199K – – –
PCMF
671
Private Capital Management (Florida)
Florida
$198K +$198K +607 New
Federated Hermes
672
Federated Hermes
Pennsylvania
$197K +$152K +465 +337%
MYIA
673
Mount Yale Investment Advisors
Colorado
$196K -$15.7K -48 -7%
RIL
674
Rothschild Investment LLC
Illinois
$194K +$147K +450 +315%
USB
675
Union Savings Bank
Connecticut
$189K – – –
25 26
27
28 29