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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 %
FFA
326
Farther Finance Advisors
California
$1.67M +$1.6M +4,793 +2,385%
AFA
327
Avant Financial Advisors
Texas
$1.66M +$1.66M +4,957 New
BBHC
328
Brown Brothers Harriman & Co
New York
$1.66M +$1.56M +4,667 +1,609%
PCMC
329
Private Capital Management (Colorado)
Colorado
$1.62M -$1.64M -4,916 -50%
GWANC
330
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.6M +$4.68K +14 +0.3%
TC
331
TownSquare Capital
Utah
$1.59M +$24.1K +72 +2%
MGIA
332
Moneta Group Investment Advisors
Missouri
$1.59M -$6.02K -18 -0.4%
CGA
333
Crescent Grove Advisors
Illinois
$1.59M – – –
PAIM
334
Punch & Associates Investment Management
Minnesota
$1.58M +$313K +935 +25%
IWM
335
IHT Wealth Management
Illinois
$1.57M +$50.1K +150 +3%
GWMR
336
GC Wealth Management RIA
Massachusetts
$1.56M -$33.4K -100 -2%
SFG
337
Sterling Financial Group
California
$1.56M – – –
NEPWA
338
New England Private Wealth Advisors
Massachusetts
$1.56M +$61.2K +183 +4%
CTA
339
Chesley Taft & Associates
Illinois
$1.51M – – –
WWC
340
Waypoint Wealth Counsel
Georgia
$1.51M +$247K +739 +20%
MWA
341
Motive Wealth Advisors
Michigan
$1.51M -$12K -36 -0.8%
WIA
342
World Investment Advisors
California
$1.5M +$395K +1,181 +36%
BW
343
BIP Wealth
Georgia
$1.48M -$29.4K -88 -2%
CFO
344
CVA Family Office
Colorado
$1.47M – – –
SA
345
Sanctuary Advisors
Indiana
$1.47M -$37.8K -109 -3%
JWCA
346
J.W. Cole Advisors
Florida
$1.44M -$9.36K -28 -0.6%
TVAMP
347
Tennessee Valley Asset Management Partners
Tennessee
$1.42M – – –
DADC
348
D.A. Davidson & Co
Montana
$1.41M -$141K -423 -9%
AMBIA
349
Allen Mooney & Barnes Investment Advisors
Georgia
$1.4M – – –
EWM
350
Evercore Wealth Management
New York
$1.4M -$25.1K -75 -2%
12 13
14
15 16