IWV icon

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.

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
1
Wells Fargo
California
$76.6M
2
CWM
2
Campbell Wealth Management
Virginia
$19.9M
3
FWM
3
FFT Wealth Management
Pennsylvania
$43.7M
4
AWM
4
Ariadne Wealth Management
California
$14.5M
5
P
5
Pitcairn
Pennsylvania
$183M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$105M
2
BlackRock
2
BlackRock
New York
$243M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$122M
4
SFC
4
Strategic Financial Concepts
Texas
$233K
5
Morgan Stanley
5
Morgan Stanley
New York
$350M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$33.1M 101,722 -17,875 -15%
HFS
52
Hantz Financial Services
Michigan
$32.9M 100,582 -3,663 -4%
TWM
53
Tanglewood Wealth Management
Texas
$32.1M 98,299 -1,111 -1%
Comerica Bank
54
Comerica Bank
Texas
$31.9M 97,497 -1,746 -2%
CA
55
CSM Advisors
Pennsylvania
$30.5M 93,400 – –
NRA
56
NSI Retail Advisors
Pennsylvania
$30.5M 93,400 – –
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$30.5M 93,259 -9,517 -9%
CA
58
Clearstead Advisors
Ohio
$30.5M 93,203 -697 -0.7%
WPW
59
Waldron Private Wealth
Pennsylvania
$30M 91,680 -4,086 -4%
US Bancorp
60
US Bancorp
Minnesota
$29.5M 90,360 -1,058 -1%
CJH
61
Christopher J. Hasenberg
Wisconsin
$29.5M 90,403 +8,543 +10%
PWA
62
Provenance Wealth Advisors
Florida
$29M 88,868 -2,684 -3%
BJL
63
Brighton Jones LLC
Washington
$28M 85,766 -210 -0.2%
HWM
64
HB Wealth Management
Georgia
$27.8M 85,236 -380 -0.4%
IC
65
IEQ Capital
California
$27.3M 83,690 -486 -0.6%
GDP
66
Great Diamond Partners
Maine
$26.8M 82,166 -6,914 -8%
Mariner
67
Mariner
Kansas
$25.6M 78,415 +2,950 +4%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$24.1M 73,863 -3,092 -4%
BF
69
Brooklyn FI
New York
$24M 73,459 -86 -0.1%
EFG
70
Embree Financial Group
Illinois
$24M 73,443 +246 +0.3%
TW
71
Trajan Wealth
Arizona
$23.7M 72,470 +284 +0.4%
NFG
72
Nations Financial Group
Iowa
$23.3M 71,228 +535 +0.8%
SP
73
Stairway Partners
Illinois
$22.4M 68,638 -2,520 -4%
SC
74
Savant Capital
Illinois
$22M 67,459 -3,102 -4%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$21.8M 66,812 -236 -0.4%
1 2
3
4 5