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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
Raymond James Financial
4
Raymond James Financial
Florida
$40.7M
5
SIM
5
Strategic Investment Management
Virginia
$44.5M

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 %
SCM
1
SCS Capital Management
Massachusetts
$583M 1,745,318 -203,003 -10%
Northern Trust
2
Northern Trust
Illinois
$386M 1,153,860 +82,492 +8%
Morgan Stanley
3
Morgan Stanley
New York
$380M 1,136,503 +65,608 +6%
Bank of America
4
Bank of America
North Carolina
$341M 1,018,709 +74,379 +8%
BlackRock
5
BlackRock
New York
$265M 792,159 +48,081 +6%
Goldman Sachs
6
Goldman Sachs
New York
$210M 628,621 +23,196 +4%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$202M 603,980 +152,260 +34%
UMC
8
UNC Management Company
North Carolina
$192M 575,639 +1,719 +0.3%
P
9
Pitcairn
Pennsylvania
$184M 551,589 -7,355 -1%
LPL Financial
10
LPL Financial
California
$166M 495,529 +26,372 +6%
Ameriprise
11
Ameriprise
Minnesota
$151M 451,546 +3,386 +0.8%
UBS Group
12
UBS Group
Switzerland
$148M 443,102 +12,980 +3%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$131M 393,373 +392,864 +77,183%
EK
14
Evensky & Katz
Florida
$127M 378,769 -11,154 -3%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$124M 371,027 -2,470 -0.7%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$107M 319,682 +10,510 +3%
HighTower Advisors
17
HighTower Advisors
Illinois
$105M 313,229 +2,951 +1%
Wells Fargo
18
Wells Fargo
California
$104M 310,272 +75,711 +32%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$103M 308,796 -13,587 -4%
ST
20
Sentinel Trust
Texas
$103M 307,026 -18,731 -6%
TF
21
TLWM Financial
Texas
$98.4M 294,384 +1,623 +0.6%
Lido Advisors
22
Lido Advisors
California
$89.2M 266,950 +233,222 +691%
Corient Private Wealth
23
Corient Private Wealth
Florida
$81.5M 246,035 -12,380 -5%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$79.3M 237,306 -7,169 -3%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$68.1M 203,726 +43,024 +27%
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