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.

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 %
BCI
151
Brinker Capital Investments
Pennsylvania
$6.75M -$32.7K -100 -0.5%
OPS
152
Orion Portfolio Solutions
Nebraska
$6.75M -$32.7K -100 -0.5%
LP
153
LGL Partners
Pennsylvania
$6.7M -$4.15M -12,702 -38%
CIBC Private Wealth Group
154
CIBC Private Wealth Group
Georgia
$6.64M +$75.8K +232 +1%
Baird Financial Group
155
Baird Financial Group
Wisconsin
$6.59M -$67.3K -206 -1%
SIM
156
Strategic Investment Management
Virginia
$6.54M +$47.5K +120 +0.7%
Stifel Financial
157
Stifel Financial
Missouri
$6.52M +$67K +205 +1%
SCM
158
Sheridan Capital Management
California
$6.5M -$188K -575 -3%
ASN
159
Advisory Services Network
Georgia
$6.37M – – –
WAG
160
Winthrop Advisory Group
Massachusetts
$6.31M +$120K +368 +2%
WPA
161
West Paces Advisors
Georgia
$6.22M -$40.8K -125 -0.7%
WT
162
Whittier Trust
California
$6.2M -$122K -374 -2%
TFP
163
Triune Financial Partners
Kansas
$6.14M +$20.3K +62 +0.3%
R
164
Rebalance
California
$6.12M – – –
MML Investors Services
165
MML Investors Services
Massachusetts
$5.95M -$2.16M -6,617 -27%
Cambridge Investment Research Advisors
166
Cambridge Investment Research Advisors
Iowa
$5.84M +$197K +602 +3%
RhumbLine Advisers
167
RhumbLine Advisers
Massachusetts
$5.8M -$6.36M -19,469 -52%
EW
168
Elyxium Wealth
California
$5.79M +$5.79M +17,730 New
BCM
169
BTC Capital Management
Iowa
$5.74M – – –
CPIG
170
Chicago Partners Investment Group
Illinois
$5.55M -$9.54K -29 -0.2%
MWM
171
Mission Wealth Management
California
$5.52M -$34K -104 -0.6%
GC
172
Gilbert & Cook
Iowa
$5.41M +$10.1K +31 +0.2%
WHCFA
173
William Howard & Co Financial Advisors
Tennessee
$5.25M -$364K -1,115 -6%
MLFP
174
MPS Loria Financial Planners
Illinois
$5.2M +$18.3K +56 +0.4%
PAG
175
Private Advisor Group
New Jersey
$5.18M -$737K -2,255 -12%
5 6
7
8 9