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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 %
AF
576
Apexium Financial
Texas
$405K +$9.36K +28 +2%
CAMG
577
CWA Asset Management Group
Florida
$404K – – –
SCM
578
SOL Capital Management
Maryland
$404K – – –
VCP
579
Verus Capital Partners
Arizona
$404K +$404K +1,208 New
AWM
580
Accurate Wealth Management
Florida
$400K – – –
DWP
581
Daymark Wealth Partners
Ohio
$397K – – –
ACA
582
Anchor Capital Advisors
Massachusetts
$395K +$94.6K +283 +31%
JFGIW
583
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$393K -$17.6K -51 -4%
RSWM
584
Robertson Stephens Wealth Management
California
$390K +$12.7K +38 +3%
FCBT
585
First Citizens Bank & Trust
North Carolina
$389K -$1.67K -5 -0.4%
PJSIMP
586
P.J. Schmidt Investment Management (PJS)
Wisconsin
$384K – – –
LWM
587
Lyell Wealth Management
California
$384K – – –
GWA
588
GGM Wealth Advisors
Maryland
$379K +$11.7K +35 +3%
WCWM
589
Willow Creek Wealth Management
California
$371K – – –
RWP
590
Revolve Wealth Partners
New Jersey
$370K – – –
MG
591
Mather Group
Illinois
$369K -$33.1K -99 -8%
RMCM
592
Reynders McVeigh Capital Management
Massachusetts
$368K -$6.35K -19 -2%
JJBC
593
James J. Burns & Company
New York
$368K – – –
FF
594
Fluent Financial
Texas
$367K -$1K -3 -0.3%
MPW
595
Magnolia Private Wealth
Pennsylvania
$366K +$366K +1,096 New
LFA
596
Lauterbach Financial Advisors
Texas
$366K – – –
PRA
597
Pine Ridge Advisers
New York
$362K – – –
MA
598
MONECO Advisors
Connecticut
$361K -$1K -3 -0.3%
OWA
599
Outlook Wealth Advisors
Texas
$357K – – –
AIA
600
Alternative Investment Advisors
Florida
$355K +$1K +3 +0.3%
22 23
24
25 26