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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 %
BWA
676
Bordeaux Wealth Advisors
California
$246K – – –
SFC
677
Strategic Financial Concepts
Texas
$246K +$7.35K +22 +3%
IAG
678
Investmark Advisory Group
Connecticut
$246K – – –
SC
679
Sapient Capital
Indiana
$245K – – –
EFMC
680
Empire Financial Management Company
New York
$245K -$43.1K -129 -15%
AA
681
Auxano Advisors
Washington
$244K -$4.34K -13 -2%
FCAS
682
First Command Advisory Services
Texas
$242K -$15K -45 -6%
CFS
683
Cannon Financial Strategists
Georgia
$242K – – –
CAM
684
Campion Asset Management
Virginia
$241K -$10.7K -32 -4%
DFP
685
Defined Financial Planning
California
$241K +$241K +721 New
AF
686
Advisornet Financial
Minnesota
$239K -$2.34K -7 -1%
SCM
687
Sterneck Capital Management
Missouri
$239K -$162K -485 -40%
MAP
688
Managed Asset Portfolios
Michigan
$239K +$239K +714 New
FHA
689
Flagship Harbor Advisors
Massachusetts
$238K – – –
MPM
690
Meritage Portfolio Management
Kansas
$237K – – –
PWP
691
Principle Wealth Partners
Connecticut
$235K – – –
LA
692
Legacy Advisors
Pennsylvania
$234K +$334 +1 +0.1%
AIM
693
Acropolis Investment Management
Missouri
$234K – – –
GSAM
694
Grant Street Asset Management
Pennsylvania
$233K -$1.34K -4 -0.6%
HP
695
Holistic Planning
Texas
$228K – – –
CP
696
Canopy Partners
Ohio
$228K – – –
CB
697
Cadence Bank
Mississippi
$228K – – –
TAM
698
Titleist Asset Management
Texas
$228K – – –
MWP
699
Meridian Wealth Partners
Pennsylvania
$227K -$334 -1 -0.1%
NW
700
Naviter Wealth
Arkansas
$227K – – –
26 27
28
29 30