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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 %
VFA
201
Valeo Financial Advisors
Indiana
$4.79M +$7.02K +21 +0.1%
LFS
202
Lutz Financial Services
Nebraska
$4.73M – – –
CA
203
Cambridge Associates
Massachusetts
$4.7M – – –
SB
204
Simmons Bank
Arkansas
$4.69M +$95.3K +285 +2%
CRWM
205
Castle Rock Wealth Management
California
$4.68M +$286K +822 +7%
AWA
206
Aquire Wealth Advisors
Utah
$4.64M -$212K -633 -4%
NA
207
NewEdge Advisors
Louisiana
$4.54M +$3.76M +11,250 +485%
SFS
208
Sowell Financial Services
Arkansas
$4.46M +$413K +1,237 +10%
BFC
209
Blue Fin Capital
Rhode Island
$4.45M -$4.35K -13 -0.1%
GP
210
Greenline Partners
New York
$4.43M – – –
Prudential Financial
211
Prudential Financial
New Jersey
$4.37M -$3.01K -9 -0.1%
CSWM
212
Cassady Schiller Wealth Management
Ohio
$4.35M – – –
ECG
213
Edge Capital Group
Georgia
$4.27M -$42.1K -126 -1%
QCM
214
Quantinno Capital Management
New York
$4.25M +$4.25M +12,709 New
MPPLM
215
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.17M -$12K -36 -0.3%
TFCP
216
Twin Focus Capital Partners
Massachusetts
$4.14M -$43.8K -131 -1%
FSA
217
Financial Services Advisory
Maryland
$4.14M -$215K -643 -5%
SCM
218
Sterling Capital Management
North Carolina
$4.09M +$135K +403 +3%
CWM
219
Chesapeake Wealth Management
Virginia
$4.03M -$317K -949 -7%
CCB
220
Country Club Bank
Missouri
$4.03M -$47K -140 -1%
SQA
221
Simon Quick Advisors
New Jersey
$3.96M -$87.6K -262 -2%
WIA
222
Wealthedge Investment Advisors
New York
$3.91M +$3.91M +11,711 New
PCIA
223
Prime Capital Investment Advisors
Kansas
$3.87M +$302K +903 +8%
M&T Bank
224
M&T Bank
New York
$3.84M -$972K -2,907 -20%
SWP
225
Stratos Wealth Partners
Ohio
$3.84M +$189K +566 +5%
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9
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