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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 %
PS
801
Principal Securities
Iowa
$36.1K +$25.4K +76 +238%
FDCDDQ
802
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.4K – – –
MMG
803
Monetary Management Group
Missouri
$33.4K – – –
TC
804
Truvestments Capital
Florida
$33.1K -$669 -2 -2%
WTA
805
Washington Trust Advisors
Massachusetts
$31.1K – – –
PPC
806
Park Place Capital
Alabama
$30.1K – – –
BCMLT
807
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.7K – – –
BIM
808
Breakwater Investment Management
Washington
$27.7K – – –
GPFA
809
Game Plan Financial Advisors
Ohio
$25.1K – – –
AT
810
Arlington Trust
Alabama
$25.1K – – –
BOJHT
811
Bank of Jackson Hole Trust
Wyoming
$25.1K +$25.1K +75 New
AWM
812
Activest Wealth Management
Florida
$24.4K – – –
JFG
813
JDM Financial Group
Texas
$24.4K – – –
HNB
814
Huntington National Bank
Ohio
$22.7K -$70.6K – –
M
815
MOTCO
Texas
$22.7K -$19.1K -57 -46%
CMP
816
Coston McIsaac & Partners
Maine
$19K – – –
EWA
817
Elevate Wealth Advisory
Georgia
$18.7K – – –
CFFP
818
Center for Financial Planning
Michigan
$18.7K +$10K +30 +115%
FP
819
Financial Perspectives
Minnesota
$16.7K – – –
CB
820
CNB Bank
Pennsylvania
$16.7K – – –
SFG
821
Stonebridge Financial Group
Pennsylvania
$16.7K +$16.7K +50 New
OA
822
Operose Advisors
Wisconsin
$16.4K – – –
GWS
823
Glassman Wealth Services
Virginia
$16.3K – – –
CB
824
Centennial Bank
Arkansas
$15.7K – – –
OC
825
Oakworth Capital
Alabama
$14.7K – – –
31 32
33
34 35