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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.

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 %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$20.9M 64,068 -2,437 -4%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$20.8M 63,755 -646 -1%
JIC
78
Johnson Investment Counsel
Ohio
$20.4M 62,463 +446 +0.7%
Cerity Partners
79
Cerity Partners
New York
$20M 61,176 -67,574 -52%
CWM
80
Campbell Wealth Management
Virginia
$19.9M 61,039 +61,039 New
TI
81
Truepoint Inc
Ohio
$19.8M 60,739 -944 -2%
BCM
82
Brookstone Capital Management
Illinois
$19.6M 59,937 +1,551 +3%
CFGF
83
Compass Financial Group (Florida)
Florida
$19.1M 58,381 -251 -0.4%
WTC
84
WhitTier Trust Company
Nevada
$18.4M 56,447 +21,544 +62%
FMWA
85
Forvis Mazars Wealth Advisors
Missouri
$17.9M 54,884 -1,237 -2%
WA
86
Wealthstream Advisors
New York
$17.7M 54,252 -358 -0.7%
DPI
87
Diversified Portfolios Inc
Michigan
$17.6M 53,989 -83 -0.2%
EP
88
EPIQ Partners
Minnesota
$17.5M 53,684 +20,322 +61%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$17.2M 52,583 +843 +2%
AAS
90
Avantax Advisory Services
Texas
$17.1M 52,259 -23 -0%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$16.9M 51,680 -520 -1%
OBWP
92
O'Brien Wealth Partners
Massachusetts
$16.8M 51,458 -77 -0.1%
CM
93
Churchill Management
California
$16.5M 50,593 -1,004 -2%
CFG
94
Citizens Financial Group
Rhode Island
$16.3M 49,814 +3,108 +7%
BL
95
Balentine LLC
Georgia
$15.9M 48,692 – –
WANY
96
Wealthspire Advisors (New York)
New York
$15.6M 47,896 +656 +1%
SEM
97
Strategic Equity Management
Arizona
$15.5M 47,378 +16,335 +53%
KAS
98
Kestra Advisory Services
Texas
$15.4M 47,157 +11,769 +33%
UCFA
99
United Capital Financial Advisors
Texas
$15.2M 46,635 -1,796 -4%
AG
100
AlTi Global
New York
$15M 45,769 +1,343 +3%
2 3
4
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