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 %
HI
601
Harbour Investments
Wisconsin
$352K +$334 +1 +0.1%
PIA
602
Perennial Investment Advisors
California
$351K -$6.69K -20 -2%
PL
603
Plancorp LLC
Missouri
$348K – – –
RWM
604
Rockwood Wealth Management
Pennsylvania
$348K – – –
WLPWM
605
Walled Lake Planning & Wealth Management
Illinois
$344K +$334 +1 +0.1%
IA
606
IFP Advisors
Florida
$344K +$33.4K +100 +11%
SAW
607
Signal Advisors Wealth
Michigan
$342K +$342K +1,024 New
TW
608
TritonPoint Wealth
Maryland
$341K +$67.5K +202 +25%
AWAG
609
ARS Wealth Advisors Group
Florida
$339K -$1.34K -4 -0.4%
RRCM
610
Rappaport Reiches Capital Management
Illinois
$337K -$15K -45 -4%
EIA
611
Eldridge Investment Advisors
New Hampshire
$337K -$119K -355 -26%
BFO
612
Biltmore Family Office
North Carolina
$336K – – –
HCA
613
Heck Capital Advisors
Wisconsin
$334K – – –
WMA
614
Wealth Management Associates
New Jersey
$334K – – –
CAWM
615
Capital Advisors Wealth Management
Washington
$334K – – –
LA
616
LM Advisors
California
$334K -$334 -1 -0.1%
PG
617
Patten Group
Tennessee
$333K -$24.4K -73 -7%
NEWAS
618
N.E.W. Advisory Services
Wisconsin
$332K – – –
KJHP
619
K.J. Harrison & Partners
Ontario, Canada
$330K – – –
LCGC
620
Legacy Capital Group California
California
$330K – – –
RFC
621
Regions Financial Corp
Alabama
$328K – – –
JC
622
Jacobs & Co
California
$328K – – –
DIP
623
DT Investment Partners
Pennsylvania
$326K – – –
Members Trust
624
Members Trust
Florida
$326K – – –
VC
625
Veracity Capital
Georgia
$323K +$75.5K +226 +30%
23 24
25
26 27