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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.

New
Increased
Maintained
Reduced
Closed
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
BNP Paribas Financial Markets
France
$131M
2
Lido Advisors
Lido Advisors
California
$89.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$202M
4
SIM
Strategic Investment Management
Virginia
$44.5M
5
CA
CSM Advisors
Pennsylvania
$62.4M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$863K
2
TFF
The Family Firm
Maryland
$65.8M
3
SCM
SCS Capital Management
Massachusetts
$583M
4
CAM
Cresset Asset Management
Illinois
$35.2M
5
CJH
Christopher J. Hasenberg
Wisconsin
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
751
HBC Financial Services
Washington
$136K +$2.33K +7 +2%
PWMG
752
Prestige Wealth Management Group
New Jersey
$134K +$134K +401 New
TFGT
753
TS Financial Group (TSFG)
Illinois
$134K – – –
PAI
754
Pittenger & Anderson Inc
Nebraska
$134K – – –
RIA
755
Realta Investment Advisors
Delaware
$134K -$33.5K -99 -20%
AWM
756
Abound Wealth Management
Tennessee
$130K – – –
TFM
757
TFC Financial Management
Massachusetts
$125K +$125K +375 New
WP
758
WealthShield Partners
North Carolina
$120K -$13K -39 -10%
OIA
759
Optimum Investment Advisors
Illinois
$119K – – –
SIC
760
Salem Investment Counselors
North Carolina
$110K -$53.5K -160 -33%
CIA
761
Cape Investment Advisory
Georgia
$101K +$2.67K +8 +3%
FRA
762
Front Row Advisors
California
$100K – – –
NG
763
NWK Group
California
$97.9K – – –
1IA
764
1620 Investment Advisors
Massachusetts
$97.9K – – –
OL
765
one8zero8 LLC
North Carolina
$96.9K +$96.9K +290 New
LCOV
766
London Company of Virginia
Virginia
$94.7K +$92K +275 +3,438%
CWM
767
Cranbrook Wealth Management
Michigan
$91.9K – – –
Russell Investments Group
768
Russell Investments Group
United Kingdom
$89.6K -$334 -1 -0.4%
SNB
769
Security National Bank
Nebraska
$89.2K +$89.2K +267 New
TVWM
770
Tower View Wealth Management
Wisconsin
$88.3K +$334 +1 +0.4%
CWP
771
Concord Wealth Partners
Virginia
$87.3K – – –
Simplex Trading
772
Simplex Trading
Illinois
$83K -$155K -466 -65%
FFA
773
Founders Financial Alliance
North Carolina
$80.1K +$334 +1 +0.4%
HR
774
Howe & Rusling
New York
$78.6K – – –
GJIA
775
Glass Jacobson Investment Advisors
Maryland
$75.5K – – –
29 30
31
32 33