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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
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 Holding Trade Value Shares
Change 		Shares
Change %
AWP
176
Ascent Wealth Partners
New York
$5.17M -$14.7K -45 -0.3%
FC
177
Financial Council
Maryland
$5.15M -$43.5K -133 -0.8%
SHIM
178
Stone House Investment Management
Pennsylvania
$5.14M +$5.14M +15,746 New
EWA
179
EP Wealth Advisors
California
$5.07M +$195K +597 +4%
GA
180
Geller Advisors
New York
$5.03M – – –
AWM
181
Aries Wealth Management
Maine
$5M +$1.46M +4,461 +41%
CWM
182
Cedar Wealth Management
California
$4.94M -$950K -2,909 -16%
STA
183
Summit Trail Advisors
New York
$4.93M +$4.57K +14 +0.1%
CAM
184
Cozad Asset Management
Illinois
$4.76M – – –
AWA
185
Aquire Wealth Advisors
Utah
$4.74M -$165K -504 -3%
M&T Bank
186
M&T Bank
New York
$4.71M -$6.01M -18,386 -56%
Wealth Enhancement Advisory Services
187
Wealth Enhancement Advisory Services
Minnesota
$4.68M -$257K -786 -5%
VFA
188
Valeo Financial Advisors
Indiana
$4.67M – – –
Victory Capital Management
189
Victory Capital Management
Texas
$4.66M -$2.81M -8,590 -38%
WI
190
WBI Investments
New Jersey
$4.66M -$49.3K -151 -1%
LFS
191
Lutz Financial Services
Nebraska
$4.62M – – –
CA
192
Cambridge Associates
Massachusetts
$4.59M – – –
FPAS
193
Focus Partners Advisor Solutions
Missouri
$4.49M -$141K -433 -3%
SB
194
Simmons Bank
Arkansas
$4.49M -$101K -310 -2%
BFC
195
Blue Fin Capital
Rhode Island
$4.36M -$48.4K -148 -1%
GP
196
Greenline Partners
New York
$4.33M – – –
KeyBank National Association
197
KeyBank National Association
Ohio
$4.3M +$1.61M +4,917 +60%
Prudential Financial
198
Prudential Financial
New Jersey
$4.28M +$290K +888 +7%
FSA
199
Financial Services Advisory
Maryland
$4.26M +$782K +2,393 +23%
CWM
200
Chesapeake Wealth Management
Virginia
$4.25M -$58.8K -180 -1%
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