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 %
SG
626
StoneX Group
New York
$323K +$64.5K +193 +25%
AFG
627
Altiora Financial Group
Ohio
$322K +$1K +3 +0.3%
AA
628
AlphaMark Advisors
Kentucky
$317K – – –
SP
629
Stonebrook Private
Michigan
$313K +$313K +935 New
RIS
630
Retirement Income Solutions
Michigan
$309K – – –
SL
631
Salomon & Ludwin
Virginia
$308K -$10K -30 -3%
TNB
632
Thomasville National Bank
Georgia
$307K – – –
PC
633
Promus Capital
Illinois
$307K +$307K +918 New
NL
634
NWAM LLC
Washington
$303K – – –
Qube Research & Technologies (QRT)
635
Qube Research & Technologies (QRT)
United Kingdom
$301K +$16K +48 +6%
PIFP
636
Partners in Financial Planning
Virginia
$298K – – –
ACI
637
Alpha Cubed Investments
California
$297K – – –
FP
638
Fiduciary Planning
Florida
$292K +$1K +3 +0.3%
LFA
639
Legacy Financial Advisors
Kentucky
$291K -$201K -600 -41%
SCM
640
Schnieders Capital Management
California
$289K +$289K +864 New
GSEP
641
Golden State Equity Partners
California
$288K +$288K +860 New
GFWA
642
Grey Fox Wealth Advisors
Delaware
$280K – – –
MGWM
643
Marks Group Wealth Management
Minnesota
$279K – – –
CG
644
CFO4Life Group
Texas
$275K – – –
VCM
645
Versant Capital Management
Arizona
$275K +$669 +2 +0.2%
BPW
646
Bingham Private Wealth
California
$274K +$274K +819 New
AWM
647
AE Wealth Management
Kansas
$271K +$32.8K +98 +14%
FA
648
Fermata Advisors
California
$271K -$3.68K -11 -1%
CPC
649
Cookson Peirce & Co
Pennsylvania
$268K +$268K +803 New
SCM
650
Sebold Capital Management
Illinois
$268K -$32.1K -96 -11%
24 25
26
27 28