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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 %
EARNEST Partners
501
EARNEST Partners
Georgia
$646K +$646K +1,932 New
PWM
502
Perigon Wealth Management
California
$640K +$54.6K +161 +9%
MCA
503
MSH Capital Advisors
Arizona
$636K +$6.69K +20 +1%
WWP
504
Waypoint Wealth Partners
California
$633K – – –
JIC
505
Joel Isaacson & Co
New York
$632K +$632K +1,890 New
BW
506
BostonPremier Wealth
Massachusetts
$626K +$626K +1,872 New
FBB
507
Fulton Breakefield Broenniman
Maryland
$621K – – –
ATPW
508
Ashton Thomas Private Wealth
Arizona
$618K +$192K +575 +45%
AA
509
Ashford Advisors
New York
$618K -$30.1K -90 -5%
SW
510
SVB Wealth
Massachusetts
$616K +$616K +1,842 New
FG
511
Foster Group
Iowa
$606K -$50.1K -150 -8%
NRC
512
New Republic Capital
North Carolina
$601K +$598K +1,789 +22,363%
RWM
513
RKL Wealth Management
Pennsylvania
$600K +$1.67K +5 +0.3%
CRM
514
Cramer Rosenthal McGlynn
Connecticut
$583K +$583K +1,743 New
SC
515
SouthState Corp
Florida
$574K – – –
TR
516
Tepp RIA
New Jersey
$573K +$573K +1,714 New
ECG
517
EPIQ Capital Group
California
$569K +$15K +45 +3%
PP
518
PrairieView Partners
Minnesota
$566K – – –
BF
519
BOK Financial
Oklahoma
$563K – – –
MIM
520
MTM Investment Management
South Carolina
$563K -$3.34K -10 -0.6%
1WM
521
1900 Wealth Management
Texas
$563K +$1.67K +5 +0.3%
HPC
522
HM Payson & Co
Maine
$563K – – –
GSC
523
Ground Swell Capital
South Carolina
$560K +$560K +1,676 New
KPWS
524
Kestra Private Wealth Services
Texas
$554K +$72.9K +218 +15%
RCAG
525
Rehmann Capital Advisory Group
Michigan
$552K +$89.3K +267 +19%
19 20
21
22 23