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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 %
PFA
376
Pure Financial Advisors
California
$1.22M +$15.4K +46 +1%
HCM
377
Hollencrest Capital Management
California
$1.2M – – –
EW
378
Evoke Wealth
California
$1.2M -$37.4K -112 -3%
NPAN
379
Northeast Planning Associates NH
New Hampshire
$1.2M +$1.2M +3,584 New
RPGK
380
Retirement Planning Group (Kansas)
Kansas
$1.2M – – –
BF
381
Baring Financial
Washington
$1.2M +$1.2M +3,576 New
FCM
382
Firestone Capital Management
Florida
$1.19M +$1.34K +4 +0.1%
ITIM
383
Indiana Trust & Investment Management
Indiana
$1.19M – – –
SFO
384
Stokes Family Office
Louisiana
$1.17M – – –
AF
385
Atala Financial
California
$1.16M +$1.16M +3,469 New
WAP
386
Wealthcare Advisory Partners
Pennsylvania
$1.16M – – –
FIB
387
First Interstate Bank
Montana
$1.15M – – –
CAL
388
Capital Analysts LLC
Pennsylvania
$1.15M – – –
BEI
389
Benjamin Edwards Inc
Missouri
$1.14M -$20.4K -61 -2%
MA
390
Mutual Advisors
Nebraska
$1.13M -$98.2K -290 -8%
BWP
391
Bernardo Wealth Planning
Pennsylvania
$1.13M – – –
FSA
392
Fort Sheridan Advisors
Illinois
$1.12M – – –
CWM
393
Cahaba Wealth Management
Georgia
$1.12M -$11K -33 -1%
AP
394
Agilis Partners
Massachusetts
$1.11M -$74.9K -224 -6%
CIA
395
Concurrent Investment Advisors
Florida
$1.1M +$128K +382 +13%
SCG
396
Sonata Capital Group
Washington
$1.1M -$6.68K -20 -0.6%
ZB
397
Zions Bancorporation
Utah
$1.09M – – –
XF
398
XML Financial
Maryland
$1.08M -$15.7K -47 -1%
LJHT
399
Laurie J. Hall Trustee
$1.08M – – –
KA
400
Kovack Advisors
Florida
$1.07M -$6.35K -19 -0.6%
14 15
16
17 18