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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 %
IBOK
301
Independence Bank of Kentucky
Kentucky
$1.95M – – –
Kayne Anderson Rudnick Investment Management
302
Kayne Anderson Rudnick Investment Management
California
$1.94M +$4.01K +12 +0.2%
MCM
303
MAI Capital Management
Ohio
$1.94M – – –
Janney Montgomery Scott
304
Janney Montgomery Scott
Pennsylvania
$1.91M +$354K +1,058 +23%
ACA
305
Aptus Capital Advisors
Alabama
$1.89M +$134K +402 +8%
NF
306
Nvest Financial
New Hampshire
$1.89M +$5.68K +17 +0.3%
SI
307
Saxon Interests
Texas
$1.88M -$628K -1,878 -25%
SMWM
308
Silvia McColl Wealth Management
California
$1.87M -$9.03K -27 -0.5%
BPWM
309
Badgley Phelps Wealth Managers
Washington
$1.86M +$89.6K +268 +5%
MFT
310
Moisand Fitzgerald Tamayo
Florida
$1.85M -$119K -355 -6%
VP
311
Verum Partners
North Carolina
$1.85M – – –
CTC
312
Central Trust Company
Missouri
$1.84M – – –
WA
313
Wealth Architects
California
$1.84M -$67.5K -202 -4%
IWC
314
Integrated Wealth Concepts
Massachusetts
$1.83M +$147K +439 +9%
RPC
315
Rossmore Private Capital
Connecticut
$1.83M +$1.08M +3,224 +144%
BFG
316
Beacon Financial Group
Texas
$1.83M -$4.35K -13 -0.2%
Jane Street
317
Jane Street
New York
$1.81M +$171K +513 +10%
LNB
318
Ledyard National Bank
$1.8M -$20.7K -62 -1%
KL
319
KilterHowling LLC
Colorado
$1.79M +$5.52K +16 +0.3%
Tudor Investment Corp
320
Tudor Investment Corp
Connecticut
$1.79M +$1.79M +5,342 New
SB
321
Strategic Blueprint
Georgia
$1.77M +$46.5K +139 +3%
PGA
322
Portland Global Advisors
Maine
$1.76M -$6.69K -20 -0.4%
HPA
323
High Probability Advisors
New York
$1.73M – – –
MF
324
Manchester Financial
California
$1.69M – – –
JIP
325
Jaffetilchin Investment Partners
Florida
$1.67M -$7.02K -21 -0.4%
11 12
13
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