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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.

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 %
FF
76
Finley Financial
Nevada
$24M 70,872 +70,872 New
NFG
77
Nations Financial Group
Iowa
$23.6M 70,664 -564 -0.8%
TW
78
Trajan Wealth
Arizona
$23.6M 70,598 -1,872 -3%
SC
79
Savant Capital
Illinois
$22.5M 67,255 -204 -0.3%
SP
80
Stairway Partners
Illinois
$21.9M 65,508 -3,130 -5%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$21.8M 65,322 +12,739 +24%
BCM
82
Brookstone Capital Management
Illinois
$21.1M 63,103 +3,166 +5%
JIC
83
Johnson Investment Counsel
Ohio
$21M 62,680 +217 +0.3%
CWM
84
Campbell Wealth Management
Virginia
$20.8M 62,225 +1,186 +2%
Cerity Partners
85
Cerity Partners
New York
$20.5M 61,240 +64 +0.1%
AAS
86
Avantax Advisory Services
Texas
$20M 59,950 +7,691 +15%
TI
87
Truepoint Inc
Ohio
$20M 59,896 -843 -1%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$19.9M 59,646 -7,166 -11%
RhumbLine Advisers
89
RhumbLine Advisers
Massachusetts
$19.8M 59,165 +41,419 +233%
FHA
90
First Horizon Advisors
Tennessee
$19.5M 58,416 +16,500 +39%
CFGF
91
Compass Financial Group (Florida)
Florida
$19.1M 57,284 -1,097 -2%
WTC
92
WhitTier Trust Company
Nevada
$18.9M 56,490 +43 +0.1%
CJH
93
Christopher J. Hasenberg
Wisconsin
$18.8M 56,195 -34,208 -38%
KAS
94
Kestra Advisory Services
Texas
$18.8M 56,176 +9,019 +19%
UB
95
UMB Bank
Missouri
$18.1M 54,219 +17,745 +49%
WA
96
Wealthstream Advisors
New York
$18.1M 54,015 -237 -0.4%
DPI
97
Diversified Portfolios Inc
Michigan
$18M 53,859 -130 -0.2%
FMWA
98
Forvis Mazars Wealth Advisors
Missouri
$17.9M 53,576 -1,308 -2%
CFG
99
Citizens Financial Group
Rhode Island
$17.9M 53,436 +3,622 +7%
EP
100
EPIQ Partners
Minnesota
$17.8M 53,190 -494 -0.9%
2 3
4
5 6