iShares Russell 3000 ETF
850 hedge funds and large institutions have $8.61B invested in iShares Russell 3000 ETF in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 235 increasing their positions, 236 reducing their positions, and 18 closing their positions.
467% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 18
200% more call options, than puts
Call options by funds: $5.82M | Put options by funds: $1.94M
16% more funds holding in top 10
Funds holding in top 10: 50 → 58 (+8)
10% more capital invested
Capital invested by funds: $7.8B → $8.61B (+$806M)
9% more funds holding
Funds holding: 781 → 850 (+69)
0% less repeat investments, than reductions
Existing positions increased: 235 | Existing positions reduced: 236
0.86% less ownership
Funds ownership: 55.86% → 55% (-0.86%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
+$132M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$78.5M |
| 3 |
JP Morgan Chase
New York
|
+$51.3M |
| 4 |
SIM
Strategic Investment Management
Arlington,
Virginia
|
+$39.3M |
| 5 |
CA
CSM Advisors
Warrendale,
Pennsylvania
|
+$31.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$278M |
| 2 |
TFF
The Family Firm
Bethesda,
Maryland
|
-$236M |
| 3 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$68.3M |
| 4 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$14.4M |
| 5 |
CJH
Christopher J. Hasenberg
Eau Claire,
Wisconsin
|
-$11.5M |
IWV Hedge Fund Activity: Q4 2024 in Review
850 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q4 2024, worth a combined $8.61B — up 10% from $7.8B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new IWV positions and 18 closed out — a net gain of 84 holders — while 235 added to existing stakes and 236 trimmed.
The largest buyer was BNP Paribas Financial Markets, adding an estimated $132M. The largest seller was International Assets Investment Management, cutting an estimated $278M.
- 850 institutional investors held iShares Russell 3000 ETF (IWV) as of Q4 2024, up from 781 in Q3 2024.
- Funds reported $8.61B of iShares Russell 3000 ETF stock for Q4 2024, up 10% quarter-over-quarter.
- 102 funds opened new iShares Russell 3000 ETF positions in Q4 2024 and 18 closed out, a net change of +84 holders.
- The largest iShares Russell 3000 ETF buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $132M added.
- The largest iShares Russell 3000 ETF seller in Q4 2024 was International Assets Investment Management, an estimated $278M sold.
Based on aggregated 13F filings for Q4 2024.