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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 %
MAC
451
Mason & Associates (California)
California
$875K – – –
IAIM
452
International Assets Investment Management
Florida
$863K -$276M -826,328 -100%
AWE
453
Avidian Wealth Enterprises
Texas
$861K +$171K +513 +25%
WAL
454
W Advisors LLC
Tennessee
$842K -$145K -434 -15%
PA
455
Procyon Advisors
Connecticut
$837K +$157K +470 +23%
AWA
456
AGH Wealth Advisors
Kansas
$834K +$834K +2,494 New
CFC
457
Coyle Financial Counsel
Illinois
$825K -$96.9K -290 -11%
VA
458
Valmark Advisers
Ohio
$819K -$50.8K -152 -6%
SYBT
459
Stock Yards Bank & Trust
Kentucky
$813K – – –
EA
460
Eclectic Associates
California
$810K +$810K +2,424 New
SW
461
SlateStone Wealth
Florida
$783K – – –
WFA
462
Wade Financial Advisory
California
$779K – – –
CFA
463
Capstone Financial Advisors
Illinois
$778K +$2.34K +7 +0.3%
HFRG
464
Houlihan Financial Resource Group
Virginia
$777K – – –
CCA
465
Cobblestone Capital Advisors
New York
$776K – – –
CWP
466
Cyndeo Wealth Partners
Florida
$770K – – –
BCI
467
Blue Capital Inc
Nebraska
$769K +$769K +2,300 New
PTC
468
Private Trust Company
Ohio
$762K -$13.4K -40 -2%
LFA
469
LGT Financial Advisors
Texas
$757K +$2.34K +7 +0.3%
MCA
470
Martin Capital Advisors
Texas
$755K -$36.8K -110 -5%
GRP
471
Global Retirement Partners
California
$754K +$257K +769 +52%
PAS
472
Park Avenue Securities
New York
$752K +$293K +878 +64%
CWM
473
Collaborative Wealth Management
Florida
$749K – – –
CCM
474
Chilton Capital Management
Texas
$749K -$50.1K -150 -6%
FH
475
FWG Holdings
Florida
$739K -$342 -1 -0%
17 18
19
20 21