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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 %
LHC
726
Little House Capital
Massachusetts
$206K – – –
WA
727
WBH Advisory
Maryland
$205K – – –
SWM
728
Sugarloaf Wealth Management
Georgia
$205K -$9.37K -28 -4%
GFL
729
Granite FO LLC
New Hampshire
$205K – – –
HA
730
Harfst & Associates
Wyoming
$204K +$204K +611 New
LWM
731
LJI Wealth Management
Indiana
$203K -$40.8K -122 -17%
IC
732
Iconiq Capital
California
$202K +$202K +603 New
RIL
733
Rothschild Investment LLC
Illinois
$198K – – –
SIM
734
Synergy Investment Management
Florida
$196K +$196K +585 New
USB
735
Union Savings Bank
Connecticut
$193K – – –
DSC
736
Duncker Streett & Co
Missouri
$187K – – –
AFG
737
Albion Financial Group
Utah
$187K – – –
KBFS
738
Kohmann Bosshard Financial Services
Ohio
$186K +$186K +555 New
MA
739
MCF Advisors
Kentucky
$184K – – –
TF
740
Tompkins Financial
New York
$170K -$33.4K -100 -16%
GBT
741
Grove Bank & Trust
Florida
$167K – – –
FGC
742
Financial Gravity Companies
Texas
$166K – – –
PMFA
743
Plante Moran Financial Advisors
Michigan
$165K -$19.4K -58 -10%
VWA
744
VSM Wealth Advisory
Maryland
$163K +$163K +487 New
PFM
745
Phillips Financial Management
Indiana
$158K – – –
KFI
746
Key Financial Inc
Pennsylvania
$158K – – –
GSWM
747
Golden State Wealth Management
California
$156K +$156K +468 New
S
748
SignatureFD
Georgia
$149K – – –
AA
749
Addison Advisors
Vermont
$148K – – –
RDFA
750
Ritter Daniher Financial Advisory
Ohio
$145K – – –
28 29
30
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