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iShares Russell 3000 ETF
IWV

Overview Fund Activity

845 hedge funds and large institutions have $8.6B invested in iShares Russell 3000 ETF in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 234 increasing their positions, 235 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
845
Holders Change
+66
Holders Change %
+8.47%
% of All Funds
11.25%
Holding in Top 10
58
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16%
% of All Funds
0.77%
New
99
Increased
234
Reduced
235
Closed
18
Calls
$5.82M
Puts
$1.94M
Net Calls
+$3.88M
Net Calls Change
-$1.71M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$131M
2
Lido Advisors
Lido Advisors
California
+$78M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$50.9M
4
SIM
Strategic Investment Management
Virginia
+$39M
5
CA
CSM Advisors
Pennsylvania
+$31.2M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$276M
2
TFF
The Family Firm
Maryland
-$235M
3
SCM
SCS Capital Management
Massachusetts
-$67.9M
4
CAM
Cresset Asset Management
Illinois
-$14.3M
5
CJH
Christopher J. Hasenberg
Wisconsin
-$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
226
Lindbrook Capital
California
$3.81M +$127K +379 +3%
AWS
227
Atria Wealth Solutions
New York
$3.79M +$317K +948 +9%
Renaissance Technologies
228
Renaissance Technologies
New York
$3.78M +$1.87M +5,600 +98%
DFA
229
DHK Financial Advisors
New Hampshire
$3.75M – – –
ZF
230
Zhang Financial
Michigan
$3.63M +$1K +3 +0%
FOR
231
Family Office Research
Maryland
$3.48M +$3.48M +10,420 New
C
232
Certuity
Florida
$3.46M +$8.02K +24 +0.2%
EH
233
Equitable Holdings
New York
$3.46M +$490K +1,467 +17%
JFG
234
JMG Financial Group
Illinois
$3.44M -$117K -350 -3%
SPP
235
Single Point Partners
Massachusetts
$3.4M +$3.4M +10,157 New
FHB
236
First Hawaiian Bank
Hawaii
$3.36M -$466K -1,394 -12%
WT
237
Washington Trust
Rhode Island
$3.34M +$33.4K +100 +1%
WCM
238
Wealthcare Capital Management
Virginia
$3.34M – – –
SHGA
239
Sand Hill Global Advisors
California
$3.32M -$77.2K -231 -2%
IIM
240
Ironwood Investment Management
Massachusetts
$3.28M +$2.01K +6 +0.1%
AA
241
Alesco Advisors
New York
$3.21M +$4.68K +14 +0.1%
SWA
242
Sax Wealth Advisors
New Jersey
$3.19M -$83.2K -249 -3%
Envestnet Portfolio Solutions
243
Envestnet Portfolio Solutions
Illinois
$3.16M +$763K +2,284 +32%
FWMP
244
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.16M +$3.16M +9,444 New
FPAS
245
Focus Partners Advisor Solutions
Missouri
$3.15M -$1.44M -4,318 -31%
FWIA
246
Fort Washington Investment Advisors
Ohio
$3.15M – – –
IFWM
247
Institute for Wealth Management
Colorado
$3.13M – – –
USCWA
248
U.S. Capital Wealth Advisors
Texas
$3.12M +$181K +542 +6%
LFP
249
Lakeshore Financial Planning
Michigan
$3.08M -$4.01K -12 -0.1%
IAN
250
Integrated Advisors Network
Texas
$3.05M – – –
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10
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