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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 %
X
251
Xponance
Pennsylvania
$3.04M +$169K +507 +6%
TWM
252
Tolleson Wealth Management
Texas
$3.03M – – –
CFA
253
Cahill Financial Advisors
Minnesota
$3M +$207K +619 +7%
JSW
254
Journey Strategic Wealth
New Jersey
$2.97M +$2.1M +6,270 +239%
CQWA
255
Chokshi & Queen Wealth Advisors
California
$2.95M +$2.95M +8,827 New
CHC
256
City Holding Co
West Virginia
$2.93M -$54.8K -164 -2%
BFPW
257
BOK Financial Private Wealth
Colorado
$2.93M -$8.36K -25 -0.3%
MPCG
258
Matrix Private Capital Group
New York
$2.89M -$80.2K -240 -3%
WPC
259
Wedmont Private Capital
Pennsylvania
$2.81M +$6.63K +20 +0.2%
MSWM
260
McGlone Suttner Wealth Management
Wisconsin
$2.8M +$2.8M +8,386 New
CRC
261
Curi RMB Capital
Illinois
$2.68M -$1.01M -3,020 -27%
BFM
262
Boston Financial Management
Massachusetts
$2.66M -$333K -995 -11%
NW
263
NewEdge Wealth
Pennsylvania
$2.65M +$1.72M +5,145 +184%
FNBOO
264
First National Bank of Omaha
Nebraska
$2.64M – – –
AI
265
Atria Investments
North Carolina
$2.59M +$2.59M +7,760 New
PA
266
Planning Alternatives
Michigan
$2.56M -$15K -45 -0.6%
FWM
267
Fonville Wealth Management
Virginia
$2.54M -$27.4K -82 -1%
FLPIM
268
F.L. Putnam Investment Management
Massachusetts
$2.51M -$669 -2 -0%
RB
269
Renasant Bank
Mississippi
$2.45M – – –
AQR Capital Management
270
AQR Capital Management
Connecticut
$2.36M +$1.75M +5,244 +289%
RWM
271
Rialto Wealth Management
New York
$2.31M +$2.31M +6,925 New
1SAMC
272
12th Street Asset Management Company
Tennessee
$2.29M +$2.29M +6,837 New
DF
273
Dunhill Financial
United Kingdom
$2.27M +$111K +333 +5%
BAM
274
Berkshire Asset Management
Pennsylvania
$2.27M +$592K +1,700 +35%
BFG
275
Bleakley Financial Group
New Jersey
$2.27M +$1.06M +3,183 +89%
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