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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 %
SF
276
Synovus Financial
Georgia
$2.26M -$12.7K -38 -0.6%
DWM
277
Dakota Wealth Management
Florida
$2.25M +$14.7K +44 +0.7%
IAS
278
IMA Advisory Services
Colorado
$2.24M -$36.4K -109 -2%
LIG
279
Lokken Investment Group
Delaware
$2.22M -$96.3K -288 -4%
GA
280
Geller Advisors
New York
$2.2M -$2.94M -8,805 -57%
MFP
281
Meridian Financial Partners
Virginia
$2.17M -$38.4K -115 -2%
AC
282
Apella Capital
Connecticut
$2.15M +$1K +3 +0%
SWA
283
Stratos Wealth Advisors
Ohio
$2.15M -$58.2K -174 -3%
XPN
284
XY Planning Network
Montana
$2.14M +$2.14M +6,406 New
MWM
285
Modera Wealth Management
New Jersey
$2.11M -$6.02K -18 -0.3%
DWT
286
Dorsey & Whitney Trust
South Dakota
$2.1M – – –
GM
287
GeoWealth Management
Illinois
$2.07M +$496K +1,485 +31%
OFS
288
OneAscent Financial Services
Alabama
$2.07M +$2.07M +6,192 New
HFS
289
Heritage Financial Services
Massachusetts
$2.06M -$86.9K -260 -4%
OFG
290
Oxford Financial Group
Indiana
$2.05M – – –
HF
291
HRT Financial
New York
$2.04M -$1.87M -5,602 -48%
EC
292
Estate Counselors
Wisconsin
$2.04M +$60.2K +180 +3%
BC
293
Bakala Capital
South Carolina
$2.01M +$2.01M +6,012 New
YWM
294
Yardley Wealth Management
Pennsylvania
$2M -$15K -45 -0.7%
Fuller & Thaler Asset Management
295
Fuller & Thaler Asset Management
California
$1.98M +$1.98M +5,910 New
CCM
296
Cohen Capital Management
California
$1.97M – – –
PFP
297
Pinnacle Financial Partners
Tennessee
$1.96M +$72.2K +220 +4%
MCM
298
Manchester Capital Management
Vermont
$1.96M – – –
VPP
299
Vertex Planning Partners
Illinois
$1.96M +$119K +356 +6%
PCIG
300
Partners Capital Investment Group
Massachusetts
$1.96M -$9.84M -29,447 -83%
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