We are live on ! Find out more
IWV icon

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
LWCFA
626
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$233K – – –
CASB
627
Cape Ann Savings Bank
Massachusetts
$233K – – –
VC
628
Veracity Capital
Georgia
$232K +$224K +751 New
GA
629
GSG Advisors
New Jersey
$232K – – –
RWB
630
RMR Wealth Builders
New Jersey
$232K +$298 +1 +0.1%
GI
631
Gradient Investments
Minnesota
$232K -$3.88K -13 -2%
AA
632
Auxano Advisors
Washington
$229K +$2.39K +8 +1%
BWA
633
Bordeaux Wealth Advisors
California
$227K – – –
IAG
634
Investmark Advisory Group
Connecticut
$227K – – –
SC
635
Sapient Capital
Indiana
$227K – – –
LWM
636
LJI Wealth Management
Indiana
$225K – – –
CFS
637
Cannon Financial Strategists
Georgia
$223K – – –
AF
638
Advisornet Financial
Minnesota
$222K -$48.9K -164 -19%
MPM
639
Meritage Portfolio Management
Kansas
$222K – – –
PWP
640
Principle Wealth Partners
Connecticut
$217K +$298 +1 +0.1%
AIM
641
Acropolis Investment Management
Missouri
$216K – – –
LA
642
Legacy Advisors
Pennsylvania
$216K +$209K +699 New
GSAM
643
Grant Street Asset Management
Pennsylvania
$215K -$2.69K -9 -1%
SG
644
StoneX Group
New York
$212K -$2.09K -7 -1%
CP
645
Canopy Partners
Ohio
$211K – – –
MWP
646
Meridian Wealth Partners
Pennsylvania
$210K – – –
TAM
647
Titleist Asset Management
Texas
$210K – – –
NW
648
Naviter Wealth
Arkansas
$210K – – –
BIAS
649
Beacon Investment Advisory Services
New Jersey
$209K – – –
PCM
650
Parsons Capital Management
Rhode Island
$208K – – –
24 25
26
27 28

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.