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iShares Russell 3000 ETF
IWV

781 hedge funds and large institutions have $7.8B invested in iShares Russell 3000 ETF in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 190 increasing their positions, 271 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

713% more call options, than puts

Call options by funds: $6.37M | Put options by funds: $784K

65% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 31

2% more funds holding in top 10

Funds holding in top 10: 49 → 50 (+1)

1% more funds holding

Funds holding: 770 → 781 (+11)

0% less capital invested

Capital invested by funds: $7.83B → $7.8B (-$30.7M)

0.93% less ownership

Funds ownership: 56.79% → 55.86% (-0.93%)

30% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 271

Holders
781
Holders Change
+11
Holders Change %
+1.43%
% of All Funds
11.21%
Holding in Top 10
50
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.04%
% of All Funds
0.72%
New
51
Increased
190
Reduced
271
Closed
31
Calls
$6.37M
Puts
$784K
Net Calls
+$5.59M
Net Calls Change
+$1.14M

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$260M
2
Wells Fargo
Wells Fargo
California
+$19.7M
3
CWM
Campbell Wealth Management
Virginia
+$19.2M
4
FWM
FFT Wealth Management
Pennsylvania
+$18.4M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$15.1M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$126M
2
BlackRock
BlackRock
New York
-$91.2M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$73.7M
4
SFC
Strategic Financial Concepts
Texas
-$69.4M
5
Morgan Stanley
Morgan Stanley
New York
-$45.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
451
Brown Wealth Management
Illinois
$666K +$315 +1 +0%
SWA
452
Sightline Wealth Advisors
Connecticut
$665K +$1.89K +6 +0.3%
PA
453
Procyon Advisors
Connecticut
$665K – – –
FF
454
Francis Financial
$664K -$7.87K -25 -1%
BRWA
455
B. Riley Wealth Advisors
Florida
$660K -$17.6K -56 -3%
SC
456
Scotia Capital
Ontario, Canada
$660K -$3.15K -10 -0.5%
HA
457
Harbor Advisors
Florida
$653K – – –
FG
458
Foster Group
Iowa
$641K – – –
HIA
459
Harbor Investment Advisory
Maryland
$638K +$315 +1 +0.1%
CCM
460
Coldstream Capital Management
Washington
$637K – – –
APP
461
Avantax Planning Partners
Iowa
$636K -$21.7K -69 -3%
AA
462
Ashford Advisors
New York
$633K -$29.9K -95 -5%
FWI
463
Facet Wealth Inc
Maryland
$632K +$611K +1,940 New
DIA
464
Dana Investment Advisors
Wisconsin
$628K -$8.18K -26 -1%
WWP
465
Waypoint Wealth Partners
California
$619K – – –
MCA
466
MSH Capital Advisors
Arizona
$615K +$1.26K +4 +0.2%
FBB
467
Fulton Breakefield Broenniman
Maryland
$607K -$18.9K -60 -3%
AQR Capital Management
468
AQR Capital Management
Connecticut
$592K -$533K -1,694 -48%
RWM
469
RKL Wealth Management
Pennsylvania
$585K +$1.89K +6 +0.3%
PWM
470
Perigon Wealth Management
California
$564K +$315 +1 +0.1%
SC
471
SouthState Corp
Florida
$561K – – –
BWA
472
Burt Wealth Advisors
Maryland
$558K – – –
MIM
473
MTM Investment Management
South Carolina
$553K – – –
PP
474
PrairieView Partners
Minnesota
$553K – – –
HPC
475
HM Payson & Co
Maine
$550K -$119K -379 -18%
17 18
19
20 21

IWV Hedge Fund Activity: Q3 2024 in Review

781 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q3 2024, worth a combined $7.8B — down 0.39% from $7.83B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IWV positions and 31 closed out — a net gain of 20 holders — while 190 added to existing stakes and 271 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $260M. The largest seller was Bank of New York Mellon, cutting an estimated $126M.

  • 781 institutional investors held iShares Russell 3000 ETF (IWV) as of Q3 2024, up from 770 in Q2 2024.
  • Funds reported $7.8B of iShares Russell 3000 ETF stock for Q3 2024, down 0.39% quarter-over-quarter.
  • 51 funds opened new iShares Russell 3000 ETF positions in Q3 2024 and 31 closed out, a net change of +20 holders.
  • The largest iShares Russell 3000 ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $260M added.
  • The largest iShares Russell 3000 ETF seller in Q3 2024 was Bank of New York Mellon, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2024.