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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 %
OBWP
101
O'Brien Wealth Partners
Massachusetts
$17.2M 51,415 -43 -0.1%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$17M 50,974 -706 -1%
SEM
103
Strategic Equity Management
Arizona
$16.8M 50,282 +2,904 +6%
CM
104
Churchill Management
California
$16.6M 49,786 -807 -2%
BL
105
Balentine LLC
Georgia
$16.3M 48,839 +147 +0.3%
WANY
106
Wealthspire Advisors (New York)
New York
$16M 47,908 +12 +0%
AG
107
AlTi Global
New York
$15.4M 46,007 +238 +0.5%
UCFA
108
United Capital Financial Advisors
Texas
$15.2M 45,517 -1,118 -2%
CAG
109
Crestwood Advisors Group
Massachusetts
$14.5M 43,366 +42 +0.1%
AWM
110
Ariadne Wealth Management
California
$14.4M 41,547 -1,000 -2%
KPWM
111
KDK Private Wealth Management
Texas
$14.1M 42,329 +42,329 New
HA
112
Hanover Advisors
South Carolina
$14M 41,921 +525 +1%
TWM
113
Tanager Wealth Management
United Kingdom
$13.8M 41,212 +875 +2%
FNT
114
First National Trust
Pennsylvania
$13.6M 40,714 +1,162 +3%
CCMG
115
Clark Capital Management Group
Pennsylvania
$13.4M 40,212 +40,212 New
Truist Financial
116
Truist Financial
North Carolina
$13M 38,780 +342 +0.9%
IIM
117
Ipswich Investment Management
Massachusetts
$12.9M 38,699 +1,420 +4%
MAWA
118
Moss Adams Wealth Advisors
Washington
$12.8M 38,327 -916 -2%
Brown Advisory
119
Brown Advisory
Maryland
$12.5M 37,249 -3,474 -9%
RBC
120
Roble Belko & Company
Pennsylvania
$12.4M 37,236 – –
FEG
121
Fund Evaluation Group
Ohio
$12.4M 37,177 +11 +0%
CCA
122
Conservest Capital Advisors
Pennsylvania
$12.4M 37,040 +249 +0.7%
Creative Planning
123
Creative Planning
Kansas
$12.1M 36,212 +1,512 +4%
MI
124
Moneywise Inc
Virginia
$11.9M 35,673 +2,956 +9%
ZIM
125
Zacks Investment Management
Illinois
$11.9M 35,609 +28,501 +401%
3 4
5
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