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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 %
NPF
151
Norris Perne & French
Michigan
$7.64M – – –
ODIJL
152
One Day In July LLC
Vermont
$7.64M +$240K +719 +3%
PRTG
153
Post Resch Tallon Group
New York
$7.61M +$7.61M +22,809 New
TKP
154
Tallon Kerry Patrick
$7.61M +$7.61M +22,809 New
SLT
155
St Louis Trust
Missouri
$7.54M -$119K -357 -2%
LC
156
LCNB Corp
Ohio
$7.45M -$8.36K -25 -0.1%
CWM
157
Circle Wealth Management
New Jersey
$7.39M – – –
MWM
158
Moran Wealth Management
Florida
$7.34M +$7.06M +21,107 +2,516%
ASN
159
Advisory Services Network
Georgia
$7.1M +$199K +596 +3%
LNWWM
160
Laird Norton Wetherby Wealth Management
California
$7.03M -$51.1K -153 -0.7%
HHGA
161
Halbert Hargrove Global Advisors
California
$7M -$49.5K -148 -0.7%
LT
162
Legacy Trust
Michigan
$7M -$62.5K -187 -0.9%
Baird Financial Group
163
Baird Financial Group
Wisconsin
$6.78M +$36.8K +110 +0.5%
LP
164
LGL Partners
Pennsylvania
$6.74M -$107K -320 -2%
SEI Investments
165
SEI Investments
Pennsylvania
$6.68M +$6.68M +19,989 New
SCM
166
Sheridan Capital Management
California
$6.67M +$21.1K +63 +0.3%
WAG
167
Winthrop Advisory Group
Massachusetts
$6.49M +$36.8K +110 +0.6%
OSAM
168
O'Shaughnessy Asset Management
Connecticut
$6.43M +$5.96M +17,822 +1,260%
Cambridge Investment Research Advisors
169
Cambridge Investment Research Advisors
Iowa
$6.38M +$412K +1,233 +7%
WPA
170
West Paces Advisors
Georgia
$6.36M -$1K -3 -0%
EFG
171
Everhart Financial Group
Ohio
$6.35M +$4.29M +12,847 +209%
WT
172
Whittier Trust
California
$6.34M – – –
JPG
173
Jordan Park Group
California
$6.32M -$1.3M -3,881 -17%
GT
174
Glenmede Trust
Pennsylvania
$6.3M -$3.64M -10,890 -37%
R
175
Rebalance
California
$6.28M +$18K +54 +0.3%
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