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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 %
Betterment LLC
426
Betterment LLC
New York
$957K +$102K +304 +12%
SW
427
SkyOak Wealth
Michigan
$955K -$89.6K -268 -9%
EIP
428
Ellis Investment Partners
Pennsylvania
$947K +$669 +2 +0.1%
PP
429
Prosperity Planning
Missouri
$944K – – –
DAS
430
Dynamic Advisor Solutions
Arizona
$939K -$517K -1,548 -36%
JWM
431
Jackson Wealth Management
Florida
$936K – – –
GT
432
Glenview Trust
Kentucky
$932K +$5.35K +16 +0.6%
AssetMark Inc
433
AssetMark Inc
California
$931K +$595K +1,780 +177%
CNB
434
Camden National Bank
Maine
$924K – – –
CL
435
Choreo LLC
Illinois
$923K +$2.68K +8 +0.3%
FTWA
436
Fifth Third Wealth Advisors
Ohio
$922K – – –
SFA
437
Sequoia Financial Advisors
Ohio
$921K +$175K +523 +23%
ACM
438
Armbruster Capital Management
New York
$913K -$6.35K -19 -0.7%
AWM
439
Aprio Wealth Management
Georgia
$912K – – –
IA
440
IFG Advisory
Georgia
$908K +$908K +2,718 New
NA
441
Nestegg Advisors
New York
$904K +$904K +2,634 New
SFWC
442
Strategic Family Wealth Counselors
New Jersey
$894K – – –
WMP
443
Wealth Management Partners
Arizona
$890K -$2.01K -6 -0.2%
RBWA
444
RFG - Bristol Wealth Advisors
Massachusetts
$888K +$888K +2,657 New
BEC
445
Blue Edge Capital
Virginia
$888K – – –
Empower Advisory Group
446
Empower Advisory Group
Colorado
$884K – – –
SIA
447
Soltis Investment Advisors
Utah
$883K – – –
AAMC
448
Asset Allocation & Management Company
Illinois
$883K – – –
NG
449
Norden Group
Utah
$880K – – –
ACA
450
Affinity Capital Advisors
California
$880K +$2.36K +7 +0.3%
16 17
18
19 20