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iShares Russell 3000 ETF
IWV

770 hedge funds and large institutions have $7.83B invested in iShares Russell 3000 ETF in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 197 increasing their positions, 245 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more call options, than puts

Call options by funds: $5.77M | Put options by funds: $1.33M

65% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 37

2.08% more ownership

Funds ownership: 54.71% → 56.79% (+2.1%)

2% more funds holding

Funds holding: 758 → 770 (+12)

5% more capital invested

Capital invested by funds: $7.47B → $7.83B (+$362M)

0% more funds holding in top 10

Funds holding in top 10: 49 → 49 (0)

20% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 245

Holders
770
Holders Change
+12
Holders Change %
+1.58%
% of All Funds
11.12%
Holding in Top 10
49
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.71%
New
61
Increased
197
Reduced
245
Closed
37
Calls
$5.77M
Puts
$1.33M
Net Calls
+$4.45M
Net Calls Change
+$154K

Top Buyers

Rank Fund Capital Flow
1
TFF
The Family Firm
Maryland
+$194M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$91M
3
SFC
Strategic Financial Concepts
Texas
+$66M
4
UMC
UNC Management Company
North Carolina
+$51M
5
BlackRock
BlackRock
New York
+$22.6M

Top Sellers

Rank Fund Capital Flow
1
GU
Georgetown University
District of Columbia
-$30M
2
JP Morgan Chase
JP Morgan Chase
New York
-$28.1M
3
CWM
Campbell Wealth Management
Virginia
-$17.5M
4
BP
BBR Partners
New York
-$14.4M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
WHG
501
Westwood Holdings Group
Texas
$458K – – –
BCWM
502
Bartlett & Co Wealth Management
Ohio
$455K – – –
SPIA
503
Steward Partners Investment Advisory
New York
$454K -$32.2K -108 -7%
RW
504
RVW Wealth
California
$452K -$1.19K -4 -0.3%
EWM
505
Empirical Wealth Management
Washington
$452K -$23.9K -80 -5%
FRA
506
Frank Rimerman Advisors
California
$452K – – –
MSAM
507
Moloney Securities Asset Management
Missouri
$451K +$185K +621 +74%
CIA
508
Concurrent Investment Advisors
Florida
$446K +$113K +379 +36%
EL
509
Envoi LLC
Minnesota
$445K -$61.2K -205 -12%
CC
510
Cornerstone Capital
California
$440K -$148K -497 -26%
RIA
511
Realta Investment Advisors
Delaware
$439K -$33.7K -113 -7%
CWM
512
Core Wealth Management
Florida
$437K – – –
SWM
513
Shakespeare Wealth Management
Wisconsin
$437K – – –
AWM
514
Accurate Wealth Management
Florida
$434K – – –
EAM
515
Evanson Asset Management
California
$434K -$25.1K -84 -6%
HTC
516
Haverford Trust Company
Pennsylvania
$432K – – –
KWM
517
Kingsview Wealth Management
Oregon
$428K +$17.9K +60 +5%
FAIM
518
Financial Advocates Investment Management
Washington
$423K – – –
DT
519
Diversified Trust
Tennessee
$421K -$1.49K -5 -0.4%
MG
520
Mather Group
Illinois
$421K +$419K +1,403 New
LW
521
Linscomb Wealth
Texas
$421K -$57.6K -193 -12%
EIA
522
Eldridge Investment Advisors
New Hampshire
$421K – – –
GWM
523
Greenhouse Wealth Management
Connecticut
$405K – – –
HSA
524
HBK Sorce Advisory
Pennsylvania
$403K – – –
PAS
525
Park Avenue Securities
New York
$399K -$4.48K -15 -1%
19 20
21
22 23

IWV Hedge Fund Activity: Q2 2024 in Review

770 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q2 2024, worth a combined $7.83B — up 4.8% from $7.47B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IWV positions and 37 closed out — a net gain of 24 holders — while 197 added to existing stakes and 245 trimmed.

The largest buyer was The Family Firm, adding an estimated $194M. The largest seller was Georgetown University, exiting entirely with an estimated $30M sold.

  • 770 institutional investors held iShares Russell 3000 ETF (IWV) as of Q2 2024, up from 758 in Q1 2024.
  • Funds reported $7.83B of iShares Russell 3000 ETF stock for Q2 2024, up 4.8% quarter-over-quarter.
  • 61 funds opened new iShares Russell 3000 ETF positions in Q2 2024 and 37 closed out, a net change of +24 holders.
  • The largest iShares Russell 3000 ETF buyer in Q2 2024 was The Family Firm, an estimated $194M added.
  • The largest iShares Russell 3000 ETF seller in Q2 2024 was Georgetown University, an estimated $30M sold.

Based on aggregated 13F filings for Q2 2024.