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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 %
FCA
751
FinTrust Capital Advisors
South Carolina
$17.3K – – –
NIC
752
Northwest Investment Counselors
Oregon
$16.7K +$16.7K +51 New
FP
753
Financial Perspectives
Minnesota
$16.3K – – –
CB
754
CNB Bank
Pennsylvania
$16.3K – – –
OA
755
Operose Advisors
Wisconsin
$16K – – –
GWS
756
Glassman Wealth Services
Virginia
$15.9K – – –
CB
757
Centennial Bank
Arkansas
$15.4K -$342K -1,048 -96%
OC
758
Oakworth Capital
Alabama
$14.4K – – –
National Bank of Canada
759
National Bank of Canada
Quebec, Canada
$14K – – –
NFA
760
Northwest Financial Advisors
Virginia
$12.1K +$12.1K +37 New
CA
761
Continuum Advisory
Idaho
$11.2K +$11.2K +33 New
CPG
762
Cornerstone Planning Group
New Jersey
$10.6K – – –
PS
763
Principal Securities
Iowa
$10.5K – – –
FFA
764
Frazier Financial Advisors
Ohio
$9.99K +$322 +1 +3%
GEA
765
Glen Eagle Advisors
New Jersey
$9.8K +$9.8K +30 New
MLA
766
MB, Levis & Associates
Pennsylvania
$8.56K – – –
CFFP
767
Center for Financial Planning
Michigan
$8.5K – – –
NSIM
768
North Star Investment Management
Illinois
$6.21K – – –
TC
769
Trust Company
Kansas
$6.15K – – –
GKIM
770
GW&K Investment Management
Massachusetts
$5K – – –
LFG
771
Larson Financial Group
Missouri
$3.92K +$3.92K +12 New
AIA
772
Armor Investment Advisors
North Carolina
$3.59K -$1.31K -4 -27%
BL
773
BFSG LLC
California
$2.94K – – –
LCOV
774
London Company of Virginia
Virginia
$2.68K – – –
TPCW
775
TD Private Client Wealth
New York
$2.61K +$2.61K +8 New
29 30
31
32 33