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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 %
GVAG
651
Great Valley Advisor Group
Delaware
$266K +$266K +797 New
GWSG
652
GPS Wealth Strategies Group
Colorado
$266K -$11.4K -34 -4%
VHAM
653
Van Hulzen Asset Management
California
$265K – – –
FFG
654
Frisch Financial Group
New York
$262K – – –
SWM
655
Silverlake Wealth Management
Vermont
$262K – – –
PFG
656
Prosperity Financial Group
California
$262K – – –
ALA
657
Atlas Legacy Advisors
California
$261K +$261K +781 New
SPFA
658
Summit Place Financial Advisors
New Jersey
$259K – – –
Thrivent Financial for Lutherans
659
Thrivent Financial for Lutherans
Minnesota
$259K +$669 +2 +0.3%
CWG
660
Cornerstone Wealth Group
North Carolina
$258K -$1K -3 -0.4%
SIG
661
Sargent Investment Group
Maryland
$257K -$14.9K -45 -6%
ST
662
Sabal Trust
Florida
$257K – – –
AIM
663
AHL Investment Management
Florida
$257K – – –
T. Rowe Price Associates
664
T. Rowe Price Associates
Maryland
$256K – – –
GS
665
GWN Securities
Florida
$256K +$256K +735 New
AIM
666
Anchor Investment Management
South Carolina
$255K +$668 +2 +0.3%
CASB
667
Cape Ann Savings Bank
Massachusetts
$252K – – –
CIM
668
CIM Investment Management
Pennsylvania
$252K – – –
RWB
669
RMR Wealth Builders
New Jersey
$252K +$334 +1 +0.1%
Financial Engines Advisors
670
Financial Engines Advisors
California
$251K +$37.8K +113 +18%
BWP
671
Burling Wealth Partners
Illinois
$251K +$251K +750 New
RAG
672
RIA Advisory Group
Iowa
$251K -$32.7K -98 -12%
FWM
673
Foguth Wealth Management
Michigan
$250K +$250K +719 New
CG
674
Corundum Group
Colorado
$249K +$249K +745 New
LWCFA
675
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$249K – – –
25 26
27
28 29