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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
IAG
626
Investmark Advisory Group
Connecticut
$240K – – –
SC
627
Sapient Capital
Indiana
$240K – – –
LWCFA
628
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$239K – – –
LWM
629
LJI Wealth Management
Indiana
$238K – – –
AF
630
Advisornet Financial
Minnesota
$236K +$630 +2 +0.3%
CFS
631
Cannon Financial Strategists
Georgia
$236K – – –
SFC
632
Strategic Financial Concepts
Texas
$233K -$69.4M -220,512 -100%
AWM
633
AE Wealth Management
Kansas
$233K -$92.9K -295 -29%
Simplex Trading
634
Simplex Trading
Illinois
$233K +$133K +422 +144%
FHA
635
Flagship Harbor Advisors
Massachusetts
$233K -$63K -200 -22%
MPM
636
Meritage Portfolio Management
Kansas
$232K -$3.46K -11 -2%
PWP
637
Principle Wealth Partners
Connecticut
$230K – – –
GSAM
638
Grant Street Asset Management
Pennsylvania
$229K +$630 +2 +0.3%
AIM
639
Acropolis Investment Management
Missouri
$229K – – –
LA
640
Legacy Advisors
Pennsylvania
$229K +$315 +1 +0.1%
CP
641
Canopy Partners
Ohio
$223K – – –
HP
642
Holistic Planning
Texas
$223K +$4.72K +15 +2%
CB
643
Cadence Bank
Mississippi
$223K +$215K +682 New
MWP
644
Meridian Wealth Partners
Pennsylvania
$223K – – –
TAM
645
Titleist Asset Management
Texas
$223K – – –
NW
646
Naviter Wealth
Arkansas
$222K – – –
BIAS
647
Beacon Investment Advisory Services
New Jersey
$221K – – –
PCM
648
Parsons Capital Management
Rhode Island
$221K – – –
SCTC
649
Sanibel Captiva Trust Company
Florida
$221K – – –
P
650
&Partners
Tennessee
$220K +$212K +673 New
24 25
26
27 28

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.