iShares Russell 3000 ETF
758 hedge funds and large institutions have $7.47B invested in iShares Russell 3000 ETF in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 193 increasing their positions, 251 reducing their positions, and 42 closing their positions.
144% more call options, than puts
Call options by funds: $7.26M | Put options by funds: $2.97M
26% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 42
4% more capital invested
Capital invested by funds: $7.16B → $7.47B (+$307M)
1% more funds holding
Funds holding: 754 → 758 (+4)
2.53% less ownership
Funds ownership: 57.23% → 54.71% (-2.5%)
11% less funds holding in top 10
Funds holding in top 10: 55 → 49 (-6)
23% less repeat investments, than reductions
Existing positions increased: 193 | Existing positions reduced: 251
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UMC
UNC Management Company
Chapel Hill,
North Carolina
|
+$114M |
| 2 |
BlackRock
New York
|
+$63.9M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$45.6M |
| 4 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$27.5M |
| 5 |
Cerity Partners
New York
|
+$18.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
FFT Wealth Management
Philadelphia,
Pennsylvania
|
-$111M |
| 2 |
JP Morgan Chase
New York
|
-$92M |
| 3 |
KeyBank National Association
Cleveland,
Ohio
|
-$81.7M |
| 4 |
LP
LGL Partners
Philadelphia,
Pennsylvania
|
-$77.4M |
| 5 |
Goldman Sachs
New York
|
-$24.4M |
IWV Hedge Fund Activity: Q1 2024 in Review
758 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q1 2024, worth a combined $7.47B — up 4.3% from $7.16B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new IWV positions and 42 closed out — a net gain of 11 holders — while 193 added to existing stakes and 251 trimmed.
The largest buyer was UNC Management Company, opening a new position worth an estimated $114M. The largest seller was FFT Wealth Management, cutting an estimated $111M.
- 758 institutional investors held iShares Russell 3000 ETF (IWV) as of Q1 2024, up from 754 in Q4 2023.
- Funds reported $7.47B of iShares Russell 3000 ETF stock for Q1 2024, up 4.3% quarter-over-quarter.
- 53 funds opened new iShares Russell 3000 ETF positions in Q1 2024 and 42 closed out, a net change of +11 holders.
- The largest iShares Russell 3000 ETF buyer in Q1 2024 was UNC Management Company, an estimated $114M added.
- The largest iShares Russell 3000 ETF seller in Q1 2024 was FFT Wealth Management, an estimated $111M sold.
Based on aggregated 13F filings for Q1 2024.