IWV icon

iShares Russell 3000 ETF
IWV

Overview Fund Activity

844 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, 233 increasing their positions, 235 reducing their positions, and 18 closing their positions.

Holders
844
Holders Change
+65
Holders Change %
+8.34%
% of All Funds
11.24%
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
233
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
1
BNP Paribas Financial Markets
France
$131M
2
Lido Advisors
2
Lido Advisors
California
$89.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$202M
4
SIM
4
Strategic Investment Management
Virginia
$44.5M
5
CA
5
CSM Advisors
Pennsylvania
$62.4M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$863K
2
TFF
2
The Family Firm
Maryland
$65.8M
3
SCM
3
SCS Capital Management
Massachusetts
$583M
4
CAM
4
Cresset Asset Management
Illinois
$35.2M
5
CJH
5
Christopher J. Hasenberg
Wisconsin
$18.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$37M 110,749 +266 +0.2%
GWM
52
Geneos Wealth Management
Colorado
$35.4M 105,967 +915 +0.9%
CG
53
Caprock Group
Idaho
$35.3M 105,698 -220 -0.2%
CAM
54
Cresset Asset Management
Illinois
$35.2M 105,201 -42,645 -29%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$35M 104,574 +2,852 +3%
PPC
56
Pennington Partners & Co
Maryland
$34.5M 103,270 +103,270 New
HFS
57
Hantz Financial Services
Michigan
$33.4M 99,836 -746 -0.7%
TWM
58
Tanglewood Wealth Management
Texas
$32.8M 98,253 -46 -0%
Comerica Bank
59
Comerica Bank
Texas
$32M 95,836 -1,661 -2%
CA
60
Clearstead Advisors
Ohio
$31.3M 93,505 +302 +0.3%
NRA
61
NSI Retail Advisors
Pennsylvania
$31.2M 93,400 – –
PS
62
Portfolio Strategies
New York
$30.6M 91,651 -27,973 -23%
WPW
63
Waldron Private Wealth
Pennsylvania
$30.6M 91,536 -144 -0.2%
US Bancorp
64
US Bancorp
Minnesota
$29.9M 89,509 -851 -0.9%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$29.6M 88,452 +24,384 +38%
PWA
66
Provenance Wealth Advisors
Florida
$29.4M 87,817 -1,051 -1%
IC
67
IEQ Capital
California
$28.9M 86,504 +2,814 +3%
BJL
68
Brighton Jones LLC
Washington
$28.6M 85,443 -323 -0.4%
HWM
69
HB Wealth Management
Georgia
$28.2M 84,327 -909 -1%
IAA
70
Independent Advisor Alliance
North Carolina
$27.3M 81,612 +81,612 New
GDP
71
Great Diamond Partners
Maine
$26.9M 80,408 -1,758 -2%
Mariner
72
Mariner
Kansas
$26.8M 80,220 +1,805 +2%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$24.6M 73,601 -262 -0.4%
EFG
74
Embree Financial Group
Illinois
$24.5M 73,335 -108 -0.1%
BF
75
Brooklyn FI
New York
$24.2M 72,405 -1,054 -1%
1 2
3
4 5