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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 %
AIM
126
Allen Investment Management
New York
$11.8M -$19.4K -58 -0.2%
PIS
127
POM Investment Strategies
North Carolina
$11.8M +$162K +486 +1%
BWM
128
BigSur Wealth Management
Florida
$11.7M – – –
JWA
129
JFS Wealth Advisors
Pennsylvania
$11.7M -$543K -1,624 -4%
Citigroup
130
Citigroup
New York
$11.6M -$228K -683 -2%
Wealth Enhancement Advisory Services
131
Wealth Enhancement Advisory Services
Minnesota
$11.6M +$6.79M +20,315 +142%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$10.2M -$1.49M -4,449 -13%
JA
133
JVL Associates
Michigan
$9.74M – – –
KeyBank National Association
134
KeyBank National Association
Ohio
$9.67M +$5.27M +15,770 +120%
AL
135
Aspiriant LLC
California
$9.44M +$726K +2,173 +8%
Two Sigma Investments
136
Two Sigma Investments
New York
$9.26M +$9.26M +27,700 New
FHC
137
First Heartland Consultants
Missouri
$9.21M -$6.06M -18,119 -40%
Stifel Financial
138
Stifel Financial
Missouri
$9M +$2.33M +6,978 +35%
SAM
139
Silvercrest Asset Management
New York
$8.9M -$789K -2,361 -8%
FAM
140
Forte Asset Management
New York
$8.85M -$263K -787 -3%
Pathstone Holdings
141
Pathstone Holdings
New Jersey
$8.75M +$542K +1,620 +7%
AllianceBernstein
142
AllianceBernstein
Tennessee
$8.55M -$53.8K -161 -0.6%
BPA
143
Beacon Pointe Advisors
California
$8.49M +$6.1M +18,252 +255%
Vanguard Group
144
Vanguard Group
Pennsylvania
$8.48M +$1.67K +5 +0%
CIBC Private Wealth Group
145
CIBC Private Wealth Group
Georgia
$8.21M +$1.37M +4,073 +20%
HI
146
Humankind Investments
New York
$8.21M – – –
Allspring Global Investments
147
Allspring Global Investments
North Carolina
$8.09M -$2.04M -6,115 -20%
FT
148
Fiduciary Trust
Massachusetts
$7.77M – – –
WSFS
149
Wilmington Savings Fund Society
Delaware
$7.69M -$242K -725 -3%
RPCA
150
Running Point Capital Advisors
California
$7.69M – – –
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