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iShares Russell 3000 ETF
IWV

Overview Fund Activity

844 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, 233 increasing their positions, 235 reducing their positions, and 18 closing their positions.

Holders
844
Holders Change
+65
Holders Change %
+8.34%
% of All Funds
11.24%
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
233
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
1
BNP Paribas Financial Markets
France
$131M
2
Lido Advisors
2
Lido Advisors
California
$89.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$202M
4
SIM
4
Strategic Investment Management
Virginia
$44.5M
5
CA
5
CSM Advisors
Pennsylvania
$62.4M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$863K
2
TFF
2
The Family Firm
Maryland
$65.8M
3
SCM
3
SCS Capital Management
Massachusetts
$583M
4
CAM
4
Cresset Asset Management
Illinois
$35.2M
5
CJH
5
Christopher J. Hasenberg
Wisconsin
$18.8M
Name Market Value Shares Shares
Change 		Shares
Change %
William Blair & Company
26
William Blair & Company
Illinois
$66.7M 199,544 -9,511 -5%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$66.1M 197,903 +41,249 +26%
TFF
28
The Family Firm
Maryland
$65.8M 196,757 -701,588 -78%
CA
29
CSM Advisors
Pennsylvania
$62.4M 186,800 +93,400 +100%
GAG
30
GM Advisory Group
New York
$61.4M 183,594 +1,326 +0.7%
PCP
31
Proficio Capital Partners
Massachusetts
$57.2M 171,140 -4,629 -3%
BP
32
Ballentine Partners
Massachusetts
$56.3M 168,440 +59 +0%
CWM
33
Calamos Wealth Management
Illinois
$56.1M 167,695 +6,388 +4%
Bessemer Group
34
Bessemer Group
New Jersey
$55.4M 165,850 -7,230 -4%
SI
35
Stephens Inc
Arkansas
$54.5M 163,042 +3,831 +2%
Bank of Nova Scotia
36
Bank of Nova Scotia
Ontario, Canada
$53.4M 159,700 – –
RMDI
37
R.M. Davis Inc
Maine
$53.3M 159,477 – –
CB
38
Commerce Bank
Missouri
$52.9M 158,258 -3,210 -2%
WA
39
Waverly Advisors
Alabama
$50.9M 152,237 +9,725 +7%
FWM
40
FFT Wealth Management
Pennsylvania
$47.6M 142,311 +8,482 +6%
TIAA Trust, National Association
41
TIAA Trust, National Association
North Carolina
$47.5M 141,992 +6,275 +5%
AC
42
AlphaCore Capital
California
$46.6M 139,422 -22,380 -14%
SIM
43
Strategic Investment Management
Virginia
$44.5M 133,261 +116,741 +707%
MCCA
44
Mill Creek Capital Advisors
Pennsylvania
$42.8M 127,931 +1,480 +1%
WRTC
45
Wind River Trust Company
Wyoming
$41.7M 124,692 – –
Raymond James Financial
46
Raymond James Financial
Florida
$40.7M 121,668 +121,668 New
Franklin Resources
47
Franklin Resources
California
$40M 119,627 -14,544 -11%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$39.7M 118,845 +25,586 +27%
Osaic Holdings
49
Osaic Holdings
Arizona
$38.7M 115,796 +4,571 +4%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$37.7M 112,763 +4,699 +4%
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