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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 %
HTC
551
Haverford Trust Company
Pennsylvania
$468K – – –
EWM
552
Empirical Wealth Management
Washington
$467K – – –
GVCM
553
Global View Capital Management
Wisconsin
$463K +$463K +1,388 New
LW
554
Linscomb Wealth
Texas
$460K +$13.7K +41 +3%
BWA
555
Burt Wealth Advisors
Maryland
$456K -$115K -343 -20%
FAIM
556
Financial Advocates Investment Management
Washington
$453K – – –
DT
557
Diversified Trust
Tennessee
$453K +$669 +2 +0.1%
BCWM
558
Bartlett & Co Wealth Management
Ohio
$443K – – –
MWM
559
Meridian Wealth Management
Kentucky
$442K – – –
GWM
560
Greenhouse Wealth Management
Connecticut
$439K – – –
Kovitz Investment Group Partners
561
Kovitz Investment Group Partners
Illinois
$431K -$58.2K -174 -12%
GC
562
Gould Capital
Washington
$431K +$33.1K +99 +8%
1CP
563
17 Capital Partners
Arizona
$426K +$1.34K +4 +0.3%
ClearBridge Investments
564
ClearBridge Investments
New York
$423K +$423K +1,266 New
SWM
565
Spire Wealth Management
Virginia
$423K -$102K -304 -19%
SWM
566
Shakespeare Wealth Management
Wisconsin
$422K – – –
HSA
567
HBK Sorce Advisory
Pennsylvania
$419K -$16.4K -49 -4%
OIA
568
OneDigital Investment Advisors
Kansas
$419K -$120K -360 -22%
AI
569
Auour Investments
Massachusetts
$416K – – –
FAT
570
First American Trust
California
$414K -$9.69K -29 -2%
MFIM
571
Mesirow Financial Investment Management
Illinois
$413K -$57.2K -171 -12%
SFS
572
Summit Financial Strategies
Ohio
$412K – – –
CA
573
Crewe Advisors
Utah
$412K – – –
LSA
574
Lion Street Advisors
Texas
$409K – – –
DIA
575
Davidson Investment Advisors
Montana
$407K +$64.5K +193 +19%
21 22
23
24 25