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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 %
BSB
776
Bangor Savings Bank
Maine
$75.2K – – –
HCP
777
Hexagon Capital Partners
Arkansas
$71.5K – – –
MEG
778
Millstone Evans Group
Colorado
$69.5K +$69.5K +208 New
PK
779
Pflug Koory
Nebraska
$66K – – –
PA
780
Parallel Advisors
California
$64.8K +$6.02K +18 +10%
DAM
781
Delta Asset Management
Tennessee
$64.2K -$1K -3 -2%
CWM
782
Copia Wealth Management
Oregon
$64.2K +$64.2K +192 New
DWA
783
Dougherty Wealth Advisers
Minnesota
$58.5K – – –
SVCP
784
Silicon Valley Capital Partners
California
$55.4K +$334 +1 +0.6%
LWANC
785
Laurel Wealth Advisors (North Carolina)
North Carolina
$55.2K – – –
OP
786
ORG Partners
Indiana
$50.8K – – –
FIM
787
FWL Investment Management
Texas
$50.5K – – –
T
788
Tidemark
California
$49.5K – – –
PWA
789
Physician Wealth Advisors
Utah
$48.5K +$48.5K +145 New
BA
790
Ballast Advisors
Minnesota
$47.2K -$16.8K -50 -26%
APW
791
Atlantic Private Wealth
North Carolina
$46.6K +$335 +1 +0.7%
DP
792
Denver PWM
Colorado
$45.8K +$334 +1 +0.7%
SS
793
Sunbelt Securities
Texas
$45.6K – – –
AWM
794
Avior Wealth Management
Nebraska
$42.6K +$23.8K +71 +127%
JFA
795
JNBA Financial Advisors
Minnesota
$41.2K – – –
HWM
796
Horizons Wealth Management
North Carolina
$40.8K – – –
BTI
797
Blue Trust Inc
Georgia
$40.4K – – –
FCG
798
Financial Connections Group
California
$40K – – –
CPA
799
Cardiff Park Advisors
California
$36.3K +$333 +1 +0.9%
PS
800
Principal Securities
Iowa
$36.1K +$25.4K +76 +238%
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