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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 %
CSWM
201
Cassady Schiller Wealth Management
Ohio
$4.25M – – –
ECG
202
Edge Capital Group
Georgia
$4.21M +$23.2K +71 +0.6%
CRWM
203
Castle Rock Wealth Management
California
$4.1M +$146K +448 +4%
TFCP
204
Twin Focus Capital Partners
Massachusetts
$4.09M – – –
MPPLM
205
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.08M -$3.02M -9,238 -42%
SFS
206
Sowell Financial Services
Arkansas
$3.96M +$560K +1,715 +16%
SQA
207
Simon Quick Advisors
New Jersey
$3.96M -$22.2K -68 -0.6%
CCB
208
Country Club Bank
Missouri
$3.95M -$79.8K -245 -2%
SCM
209
Sterling Capital Management
North Carolina
$3.87M +$3.87M +11,839 New
HF
210
HRT Financial
New York
$3.83M +$1.35M +4,118 +54%
FHB
211
First Hawaiian Bank
Hawaii
$3.74M -$439K -1,345 -11%
DFA
212
DHK Financial Advisors
New Hampshire
$3.67M +$3.67M +11,225 New
KWM
213
Kingsview Wealth Management
Oregon
$3.66M +$3.2M +9,807 +707%
CRC
214
Curi RMB Capital
Illinois
$3.6M +$173K +529 +5%
LC
215
Lindbrook Capital
California
$3.6M -$18.6K -57 -0.5%
SWP
216
Stratos Wealth Partners
Ohio
$3.57M +$57.5K +176 +2%
ZF
217
Zhang Financial
Michigan
$3.55M +$980 +3 +0%
PCIA
218
Prime Capital Investment Advisors
Kansas
$3.49M -$108K -332 -3%
SCI
219
S&CO Inc
Massachusetts
$3.48M – – –
JFG
220
JMG Financial Group
Illinois
$3.47M -$91.5K -280 -3%
AWS
221
Atria Wealth Solutions
New York
$3.39M +$918K +2,811 +37%
C
222
Certuity
Florida
$3.38M +$8.5K +26 +0.3%
SHGA
223
Sand Hill Global Advisors
California
$3.32M +$327 +1 +0%
WCM
224
Wealthcare Capital Management
Virginia
$3.26M – – –
WT
225
Washington Trust
Rhode Island
$3.23M -$62.4K -191 -2%
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