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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 %
TFP
176
Triune Financial Partners
Kansas
$6.06M -$216K -647 -3%
BCI
177
Brinker Capital Investments
Pennsylvania
$6.02M -$883K -2,641 -13%
OPS
178
Orion Portfolio Solutions
Nebraska
$6.02M -$883K -2,641 -13%
Victory Capital Management
179
Victory Capital Management
Texas
$5.94M +$1.18M +3,530 +25%
EW
180
Elyxium Wealth
California
$5.93M – – –
BCM
181
BTC Capital Management
Iowa
$5.87M – – –
MWM
182
Maridea Wealth Management
New York
$5.82M +$5.82M +17,400 New
Federated Hermes
183
Federated Hermes
Pennsylvania
$5.66M +$5.45M +16,319 +2,706%
SSIM
184
Sheets Smith Investment Management
Texas
$5.64M +$5.64M +16,869 New
MWM
185
Mission Wealth Management
California
$5.63M -$7.35K -22 -0.1%
CPIG
186
Chicago Partners Investment Group
Illinois
$5.61M -$73.1K -217 -1%
GC
187
Gilbert & Cook
Iowa
$5.54M +$4.35K +13 +0.1%
PAG
188
Private Advisor Group
New Jersey
$5.37M +$74.9K +224 +1%
MLFP
189
MPS Loria Financial Planners
Illinois
$5.36M +$46.8K +140 +0.9%
WHCFA
190
William Howard & Co Financial Advisors
Tennessee
$5.36M -$5.01K -15 -0.1%
AWP
191
Ascent Wealth Partners
New York
$5.29M -$2.34K -7 -0%
FC
192
Financial Council
Maryland
$5.27M +$1.67K +5 +0%
AWM
193
Aries Wealth Management
Maine
$5.11M – – –
EWA
194
EP Wealth Advisors
California
$5.03M -$156K -468 -3%
CWM
195
Cedar Wealth Management
California
$5.02M -$33.4K -100 -0.7%
WI
196
WBI Investments
New Jersey
$5.01M +$250K +747 +5%
IDA
197
Intelligence Driven Advisers
California
$4.98M -$3.44M -10,293 -41%
MML Investors Services
198
MML Investors Services
Massachusetts
$4.91M -$1.17M -3,503 -19%
CAM
199
Cozad Asset Management
Illinois
$4.87M – – –
SHIM
200
Stone House Investment Management
Pennsylvania
$4.84M -$422K -1,264 -8%
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