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iShares Russell 3000 ETF
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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 %
PGFC
351
Peapack-Gladstone Financial Corp
New Jersey
$1.4M – – –
SPC
352
Sigma Planning Corp
Michigan
$1.38M -$301K -899 -18%
Neuberger Berman Group
353
Neuberger Berman Group
New York
$1.37M +$636K +1,902 +86%
CWM
354
Congress Wealth Management
Massachusetts
$1.36M -$368K -1,100 -21%
Susquehanna International Group
355
Susquehanna International Group
Pennsylvania
$1.36M +$144K +431 +12%
SPIA
356
Steward Partners Investment Advisory
New York
$1.35M +$10.7K +32 +0.8%
VT
357
Vise Technologies
New York
$1.35M +$1.35M +4,032 New
GLLW
358
Graves Light Lenhart Wealth
Virginia
$1.34M – – –
CFP
359
Catalyst Financial Partners
Massachusetts
$1.33M +$1.33M +3,985 New
FCI
360
Financial Counselors Inc
Kansas
$1.31M -$122K -365 -9%
QCM
361
QRG Capital Management
Illinois
$1.31M +$1.31M +3,917 New
PCA
362
Prosperity Capital Advisors
Ohio
$1.31M -$254K -759 -16%
SWM
363
SilverOak Wealth Management
Minnesota
$1.31M – – –
SIG
364
Stonegate Investment Group
Alabama
$1.3M – – –
LBC
365
Lowe Brockenbrough & Co
Virginia
$1.3M – – –
AAM
366
Augustine Asset Management
Florida
$1.3M +$8.69K +26 +0.7%
APG
367
Abacus Planning Group
South Carolina
$1.3M – – –
MFG
368
MidWestOne Financial Group
Iowa
$1.29M – – –
CNBT
369
Canandaigua National Bank & Trust
New York
$1.29M +$39.4K +118 +3%
ADL
370
Asset Dedication LLC
California
$1.28M – – –
VCP
371
Vista Capital Partners
Oregon
$1.28M -$68.2K -204 -5%
LWA
372
Lowe Wealth Advisors
Maryland
$1.26M -$170K -509 -12%
SM
373
Sensible Money
Arizona
$1.25M – – –
Luther King Capital Management (LKCM)
374
Luther King Capital Management (LKCM)
Texas
$1.24M -$1.22M – –
EPP
375
ETF Portfolio Partners
Kansas
$1.23M -$455K -1,362 -27%
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