iShares Russell 3000 ETF
758 hedge funds and large institutions have $7.47B invested in iShares Russell 3000 ETF in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 193 increasing their positions, 252 reducing their positions, and 43 closing their positions.
144% more call options, than puts
Call options by funds: $7.26M | Put options by funds: $2.97M
23% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 43
0% more funds holding
Funds holding: 755 → 758 (+3)
1% less capital invested
Capital invested by funds: $7.51B → $7.47B (-$37.6M)
5.31% less ownership
Funds ownership: 60.02% → 54.71% (-5.3%)
11% less funds holding in top 10
Funds holding in top 10: 55 → 49 (-6)
23% less repeat investments, than reductions
Existing positions increased: 193 | Existing positions reduced: 252
Top Buyers
| 1 |
UMC
UNC Management Company
Chapel Hill,
North Carolina
|
+$114M |
| 2 |
BlackRock
New York
|
+$63.9M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$45.6M |
| 4 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$27.5M |
| 5 |
Cerity Partners
New York
|
+$18.9M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$373M |
| 2 |
FWM
FFT Wealth Management
Philadelphia,
Pennsylvania
|
-$111M |
| 3 |
JP Morgan Chase
New York
|
-$92M |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
-$81.7M |
| 5 |
LP
LGL Partners
Philadelphia,
Pennsylvania
|
-$77.4M |
IWV Hedge Fund Activity: Q1 2024 in Review
758 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q1 2024, worth a combined $7.47B — down 0.5% from $7.51B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new IWV positions and 43 closed out — a net gain of 10 holders — while 193 added to existing stakes and 252 trimmed.
The largest buyer was UNC Management Company, opening a new position worth an estimated $114M. The largest seller was Morgan Stanley, cutting an estimated $373M.
- 758 institutional investors held iShares Russell 3000 ETF (IWV) as of Q1 2024, up from 755 in Q4 2023.
- Funds reported $7.47B of iShares Russell 3000 ETF stock for Q1 2024, down 0.5% quarter-over-quarter.
- 53 funds opened new iShares Russell 3000 ETF positions in Q1 2024 and 43 closed out, a net change of +10 holders.
- The largest iShares Russell 3000 ETF buyer in Q1 2024 was UNC Management Company, an estimated $114M added.
- The largest iShares Russell 3000 ETF seller in Q1 2024 was Morgan Stanley, an estimated $373M sold.
Based on aggregated 13F filings for Q1 2024.