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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
LCOV
776
London Company of Virginia
Virginia
$2.68K – – –
TPCW
777
TD Private Client Wealth
New York
$2.61K +$2.52K +8 New
IAIM
778
International Assets Investment Management
Florida
$2.54K +$260M +826,509 +34,366%
NRC
779
New Republic Capital
North Carolina
$2.49K – – –
SOS
780
Silver Oak Securities
Tennessee
$1.75K – – –
MFA
781
McClarren Financial Advisors
Pennsylvania
$1.43K +$1.57M +4,990 +231%
NRG
782
Nemes Rush Group
Michigan
$1.2K – – –
CMP
783
Coston McIsaac & Partners
Maine
$19 – – –
New York State Common Retirement Fund
784
New York State Common Retirement Fund
New York
– -$38M -123,146 Closed
Citadel Advisors
785
Citadel Advisors
Florida
– -$5.29M -17,140 Closed
QC
786
Quadrature Capital
United Kingdom
– -$2.02M -6,552 Closed
GS
787
GTS Securities
New York
– -$1.67M -5,396 Closed
Tudor Investment Corp
788
Tudor Investment Corp
Connecticut
– -$1.66M -5,387 Closed
SW
789
Simplicity Wealth
New Jersey
– -$1.23M -3,992 Closed
GSC
790
Ground Swell Capital
South Carolina
– -$1.12M -3,632 Closed
IA
791
IFG Advisory
Georgia
– -$856K -2,773 Closed
ST
792
Spinnaker Trust
Maine
– -$832K -2,695 Closed
AAS
793
Ameritas Advisory Services
Nebraska
– -$818K -2,651 Closed
Millennium Management
794
Millennium Management
New York
– -$762K -2,470 Closed
SW
795
SVB Wealth
Massachusetts
– -$659K -2,136 Closed
AI
796
Atria Investments
North Carolina
– -$601K -1,947 Closed
UBV
797
United Bank (Virginia)
Virginia
– -$546K -1,770 Closed
EL
798
Envoi LLC
Minnesota
– -$445K -1,441 Closed
RW
799
REDW Wealth
New Mexico
– -$306K -990 Closed
SEI Investments
800
SEI Investments
Pennsylvania
– -$273K -884 Closed
29 30 31
32
33

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.