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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 %
FHC
101
First Heartland Consultants
Missouri
$14.9M 45,674 +32,360 +243%
AWM
102
Ariadne Wealth Management
California
$14.5M 42,547 +42,547 New
CAG
103
Crestwood Advisors Group
Massachusetts
$14.2M 43,324 +45 +0.1%
FHA
104
First Horizon Advisors
Tennessee
$13.7M 41,916 -728 -2%
HA
105
Hanover Advisors
South Carolina
$13.5M 41,396 +310 +0.8%
Brown Advisory
106
Brown Advisory
Maryland
$13.3M 40,723 -75 -0.2%
TWM
107
Tanager Wealth Management
United Kingdom
$13.2M 40,337 +351 +0.9%
FNT
108
First National Trust
Pennsylvania
$12.9M 39,552 +568 +1%
MAWA
109
Moss Adams Wealth Advisors
Washington
$12.8M 39,243 -1,582 -4%
Truist Financial
110
Truist Financial
North Carolina
$12.6M 38,438 -11,336 -23%
IIM
111
Ipswich Investment Management
Massachusetts
$12.2M 37,279 -8 -0%
RBC
112
Roble Belko & Company
Pennsylvania
$12.2M 37,236 – –
FEG
113
Fund Evaluation Group
Ohio
$12.1M 37,166 +6,238 +20%
JWA
114
JFS Wealth Advisors
Pennsylvania
$11.9M 36,516 -220 -0.6%
UB
115
UMB Bank
Missouri
$11.9M 36,474 -2,764 -7%
Citigroup
116
Citigroup
New York
$11.6M 35,500 -12 -0%
AIM
117
Allen Investment Management
New York
$11.6M 35,383 – –
PCIG
118
Partners Capital Investment Group
Massachusetts
$11.5M 35,305 +97 +0.3%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$11.4M 35,007 -2 -0%
BWM
120
BigSur Wealth Management
Florida
$11.4M 35,000 – –
PIS
121
POM Investment Strategies
North Carolina
$11.3M 34,730 +34,730 New
Creative Planning
122
Creative Planning
Kansas
$11.3M 34,700 -977 -3%
CCA
123
Conservest Capital Advisors
Pennsylvania
$11M 36,791 – –
Lido Advisors
124
Lido Advisors
California
$11M 33,728 -711 -2%
MI
125
Moneywise Inc
Virginia
$10.7M 32,717 +15,114 +86%
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