iShares Russell 3000 ETF
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$260M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$19.7M |
| 3 |
CWM
Campbell Wealth Management
Alexandria,
Virginia
|
+$19.2M |
| 4 |
FWM
FFT Wealth Management
Philadelphia,
Pennsylvania
|
+$18.4M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$126M |
| 2 |
BlackRock
New York
|
-$91.2M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$73.7M |
| 4 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$69.4M |
| 5 |
Morgan Stanley
New York
|
-$45.7M |
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.