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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 %
SAM
476
Smartleaf Asset Management
Massachusetts
$736K -$107K -320 -13%
TGAM
477
TBH Global Asset Management
Tennessee
$734K – – –
BRWA
478
B. Riley Wealth Advisors
Florida
$732K +$56.2K +168 +8%
DIA
479
Dana Investment Advisors
Wisconsin
$727K +$84.2K +252 +13%
AF
480
Allworth Financial
California
$713K – – –
WHG
481
Westwood Holdings Group
Texas
$706K +$210K +629 +42%
OA
482
Oxbow Advisors
Texas
$704K – – –
NED
483
Nancy E. Dempze
$703K – – –
ECM
484
Evergreen Capital Management
Washington
$701K -$100K -300 -13%
JWBC
485
J.W. Burns & Co
New York
$697K – – –
OAM
486
Oppenheimer Asset Management
New York
$693K -$10.4K -31 -1%
MAV
487
Mason & Associates (Virginia)
Virginia
$691K -$5.35K -16 -0.8%
BWM
488
Brown Wealth Management
Illinois
$690K +$8.02K +24 +1%
SWA
489
Sightline Wealth Advisors
Connecticut
$682K +$2.34K +7 +0.3%
FF
490
Francis Financial
$679K – – –
SC
491
Scotia Capital
Ontario, Canada
$675K – – –
MFG
492
Merit Financial Group
Georgia
$673K +$673K +2,014 New
CC
493
Climber Capital
Switzerland
$673K +$673K +2,015 New
HA
494
Harbor Advisors
Florida
$669K – – –
FWI
495
Facet Wealth Inc
Maryland
$667K – – –
HIA
496
Harbor Investment Advisory
Maryland
$659K +$5.68K +17 +0.9%
FMI
497
Fiduciary Management Inc
Wisconsin
$657K +$657K +1,965 New
OMC
498
Old Mission Capital
Illinois
$656K -$636K -1,902 -49%
CCM
499
Coldstream Capital Management
Washington
$652K – – –
APP
500
Avantax Planning Partners
Iowa
$652K +$669 +2 +0.1%
18 19
20
21 22