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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 %
CPA
676
Capital Performance Advisors
California
$187K +$187K +573 New
DSC
677
Duncker Streett & Co
Missouri
$183K – – –
AFG
678
Albion Financial Group
Utah
$182K – – –
PMFA
679
Plante Moran Financial Advisors
Michigan
$181K -$98K -300 -35%
MA
680
MCF Advisors
Kentucky
$180K – – –
BNP Paribas Financial Markets
681
BNP Paribas Financial Markets
France
$166K -$22.9K -70 -12%
RIA
682
Realta Investment Advisors
Delaware
$164K -$309K -929 -65%
GBT
683
Grove Bank & Trust
Florida
$163K -$4.9K -15 -3%
FGC
684
Financial Gravity Companies
Texas
$162K +$162K +497 New
SIC
685
Salem Investment Counselors
North Carolina
$160K -$6.54K -20 -4%
PFM
686
Phillips Financial Management
Indiana
$155K -$5.23K -16 -3%
KFI
687
Key Financial Inc
Pennsylvania
$154K +$24.5K +75 +19%
S
688
SignatureFD
Georgia
$146K -$6.86K -21 -4%
AA
689
Addison Advisors
Vermont
$145K – – –
RDFA
690
Ritter Daniher Financial Advisory
Ohio
$142K – – –
PFBT
691
Parkside Financial Bank & Trust
Missouri
$137K +$327 +1 +0.2%
HFS
692
HBC Financial Services
Washington
$133K +$331 +1 +0.2%
TFGT
693
TS Financial Group (TSFG)
Illinois
$131K – – –
PAI
694
Pittenger & Anderson Inc
Nebraska
$131K -$16.3K -50 -11%
WP
695
WealthShield Partners
North Carolina
$130K +$12.7K +39 +11%
AWM
696
Abound Wealth Management
Tennessee
$127K – – –
MPWT
697
MassMutual Private Wealth & Trust
Connecticut
$119K – – –
OIA
698
Optimum Investment Advisors
Illinois
$116K – – –
FRA
699
Front Row Advisors
California
$98K – – –
CIA
700
Cape Investment Advisory
Georgia
$96.2K +$1.96K +6 +2%
26 27
28
29 30