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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 %
KAM
401
KEB Asset Management
Illinois
$1.07M +$3.34K +10 +0.3%
GL
402
Graypoint LLC
New York
$1.07M -$26.7K -80 -2%
SSWM
403
Smith Salley Wealth Management
North Carolina
$1.07M +$2.67K +8 +0.3%
VWA
404
Visionary Wealth Advisors
Illinois
$1.06M +$3.34K +10 +0.3%
GIA
405
GHP Investment Advisors
Colorado
$1.06M +$334 +1 +0%
OAS
406
Optivise Advisory Services
Tennessee
$1.05M – – –
AC
407
Avestar Capital
New York
$1.05M -$309K -924 -23%
P
408
&Partners
Tennessee
$1.04M +$817K +2,416 +359%
WDL
409
Well Done LLC
Michigan
$1.04M – – –
PPW
410
Parcion Private Wealth
Washington
$1.04M – – –
WS
411
Wedbush Securities
California
$1.03M -$25.1K -75 -2%
RSC
412
Red Spruce Capital
Pennsylvania
$1.03M +$81.6K +244 +9%
FA
413
Fiducient Advisors
Illinois
$1.02M -$2.13M -6,380 -68%
SMA
414
Sage Mountain Advisors
Georgia
$1.02M – – –
IWMA
415
Ironwood Wealth Management (Arizona)
Arizona
$1.02M -$181K -541 -15%
LAS
416
LWM Advisory Services
Florida
$1.02M -$35.4K -106 -3%
EGA
417
E&G Advisors
Texas
$1M – – –
RWP
418
RWA Wealth Partners
Massachusetts
$994K – – –
BAM
419
Beaumont Asset Management
Texas
$993K – – –
HSBC Holdings
420
HSBC Holdings
United Kingdom
$988K -$26.7K -80 -3%
GCA
421
Greenwood Capital Associates
South Carolina
$985K – – –
CCM
422
Condor Capital Management
New Jersey
$981K – – –
UFF
423
USA Financial Formulas
Michigan
$971K -$52.5K -157 -5%
FNC
424
First National Corp
Massachusetts
$970K – – –
CWA
425
CM Wealth Advisors
Ohio
$959K – – –
15 16
17
18 19