IWV icon

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 %
VWA
526
VERITY Wealth Advisors
United States
$552K – – –
CA
527
CoreCap Advisors
Michigan
$549K +$122K +366 +29%
FFM
528
Forum Financial Management
Illinois
$548K +$4.01K +12 +0.7%
QPWM
529
Quadrant Private Wealth Management
Pennsylvania
$546K +$1.67K +5 +0.3%
GI
530
GLOBALT Investments
Georgia
$538K – – –
PAG
531
Poinciana Advisors Group
Florida
$535K +$535K +1,601 New
PFA
532
Pathway Financial Advisors
Vermont
$535K – – –
KWM
533
Kingsview Wealth Management
Oregon
$526K -$3.22M -9,621 -86%
WE
534
Wealth Effects
Massachusetts
$524K – – –
MWA
535
Midland Wealth Advisors
Illinois
$523K – – –
MSAM
536
Moloney Securities Asset Management
Missouri
$523K +$34.8K +104 +7%
FWCM
537
Ferguson Wellman Capital Management
Oregon
$521K – – –
BCPWM
538
Bradley & Co Private Wealth Management
Florida
$520K +$520K +1,557 New
MFA
539
Mayflower Financial Advisors
Massachusetts
$513K – – –
VF
540
Vawter Financial
Ohio
$506K – – –
MSS
541
Mitchell Sinkler & Starr
Pennsylvania
$501K – – –
RW
542
RVW Wealth
California
$489K – – –
FRA
543
Frank Rimerman Advisors
California
$489K – – –
CC
544
Cornerstone Capital
California
$485K -$11.7K -35 -2%
QCG
545
Quadrant Capital Group
Ohio
$483K -$29.7K -89 -6%
MHC
546
May Hill Capital
Massachusetts
$478K +$478K +1,429 New
PFS
547
Prospera Financial Services
Texas
$478K -$285K -846 -37%
TPCW
548
TD Private Client Wealth
New York
$474K +$471K +1,410 +17,625%
EAM
549
Evanson Asset Management
California
$470K – – –
CWM
550
Core Wealth Management
Florida
$470K -$3.34K -10 -0.7%
20 21
22
23 24