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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 %
BIAS
701
Beacon Investment Advisory Services
New Jersey
$226K – – –
PCM
702
Parsons Capital Management
Rhode Island
$226K – – –
SCTC
703
Sanibel Captiva Trust Company
Florida
$226K – – –
DCM
704
Decatur Capital Management
Georgia
$225K +$225K +672 New
MC
705
Montag & Caldwell
Georgia
$223K +$223K +666 New
SA
706
Strategic Advocates
Utah
$221K -$41.1K -123 -16%
MAM
707
Marquette Asset Management
Minnesota
$221K – – –
PJWM
708
Philip James Wealth Mangement
Georgia
$220K +$669 +2 +0.3%
OCPWS
709
One Charles Private Wealth Services
Massachusetts
$220K – – –
CFS
710
CRA Financial Services
New Jersey
$217K -$7.35K -22 -3%
RT
711
Rockland Trust
Massachusetts
$217K – – –
RWM
712
Rezny Wealth Management
Florida
$217K – – –
BHIA
713
Birch Hill Investment Advisors
Massachusetts
$217K – – –
PWMG
714
Private Wealth Management Group
New Jersey
$216K – – –
NOI
715
Newton One Investments
Delaware
$215K +$668 +2 +0.3%
WP
716
WMS Partners
Maryland
$215K – – –
OWM
717
Opes Wealth Management
California
$214K +$214K +640 New
WB
718
WesBanco Bank
West Virginia
$212K -$317K -948 -60%
SFP
719
SwitchPoint Financial Planning
Utah
$212K +$212K +634 New
PCFFS
720
Pacific Center for Financial Services
California
$211K – – –
ATC
721
Argent Trust Co
Tennessee
$210K +$210K +629 New
PIM
722
Penobscot Investment Management
Massachusetts
$209K – – –
SSB
723
Sandy Spring Bank
Maryland
$209K – – –
UW
724
Unique Wealth
Florida
$207K +$207K +620 New
KWS
725
Keystone Wealth Services
California
$206K – – –
27 28
29
30 31