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.

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 %
SCM
1
SCS Capital Management
Massachusetts
$637M 1,948,321 -94,012 -5%
Northern Trust
2
Northern Trust
Illinois
$350M 1,071,368 -7,431 -0.7%
Morgan Stanley
3
Morgan Stanley
New York
$350M 1,070,895 -145,327 -12%
Bank of America
4
Bank of America
North Carolina
$309M 944,330 +11,145 +1%
BlackRock
5
BlackRock
New York
$243M 744,078 -289,609 -28%
Goldman Sachs
6
Goldman Sachs
New York
$198M 605,425 -123,779 -17%
UMC
7
UNC Management Company
North Carolina
$188M 573,920 +1,890 +0.3%
P
8
Pitcairn
Pennsylvania
$183M 558,944 +40,564 +8%
LPL Financial
9
LPL Financial
California
$153M 469,157 +13,814 +3%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$148M 451,720 -78,036 -15%
Ameriprise
11
Ameriprise
Minnesota
$146M 448,160 -15,289 -3%
UBS Group
12
UBS Group
Switzerland
$141M 430,122 -21,656 -5%
EK
13
Evensky & Katz
Florida
$127M 389,923 -5,289 -1%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$122M 373,497 -234,235 -39%
ST
15
Sentinel Trust
Texas
$106M 325,757 +31,075 +11%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$105M 322,383 -399,092 -55%
HighTower Advisors
17
HighTower Advisors
Illinois
$101M 310,278 -3,729 -1%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$101M 309,172 -17,517 -5%
TF
19
TLWM Financial
Texas
$95.7M 292,761 +2,485 +0.9%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$79.9M 244,475 +3,871 +2%
Wells Fargo
21
Wells Fargo
California
$76.6M 234,561 +62,566 +36%
PP
22
Pegasus Partners
Wisconsin
$76.4M 233,983 -12,172 -5%
William Blair & Company
23
William Blair & Company
Illinois
$68.3M 209,055 +13,705 +7%
TFF
24
The Family Firm
Maryland
$65.8M 898,345 +42,009 +5%
GAG
25
GM Advisory Group
New York
$59.6M 182,268 +5,426 +3%
1
2 3 4 5