iShares Russell 3000 ETF
771 hedge funds and large institutions have $7.84B invested in iShares Russell 3000 ETF in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 197 increasing their positions, 244 reducing their positions, and 37 closing their positions.
335% more call options, than puts
Call options by funds: $5.77M | Put options by funds: $1.33M
149% more capital inflows, than outflows
Capital inflows: $594M | Capital outflows: $238M
65% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 37
1.61% more ownership
Funds ownership: 54.71% → 56.32% (+1.6%)
2% more funds holding
Funds holding: 759 → 771 (+12)
0% more funds holding in top 10
Funds holding in top 10: 49 → 49 (0)
19% less repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 244
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
The Family Firm
Bethesda,
Maryland
|
+$194M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$91M |
| 3 |
UNC Management Company
Chapel Hill,
North Carolina
|
+$51M |
| 4 |
BlackRock
New York
|
+$22.6M |
| 5 |
Goldman Sachs
New York
|
+$21.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Georgetown University
Washington,
District of Columbia
|
-$30M |
| 2 |
JP Morgan Chase
New York
|
-$28.1M |
| 3 |
Campbell Wealth Management
Alexandria,
Virginia
|
-$17.5M |
| 4 |
BBR Partners
New York
|
-$14.4M |
| 5 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$11.5M |
IWV Hedge Fund Activity: Q2 2024 in Review
771 of the 6,944 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q2 2024, worth a combined $7.84B — up 4.9% from $7.47B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new IWV positions and 37 closed out — a net gain of 24 holders — while 197 added to existing stakes and 244 trimmed.
The largest buyer was The Family Firm, adding an estimated $194M. The largest seller was Georgetown University, exiting entirely with an estimated $30M sold.
- 771 institutional investors held iShares Russell 3000 ETF (IWV) as of Q2 2024, up from 759 in Q1 2024.
- Funds reported $7.84B of iShares Russell 3000 ETF stock for Q2 2024, up 4.9% quarter-over-quarter.
- 61 funds opened new iShares Russell 3000 ETF positions in Q2 2024 and 37 closed out, a net change of +24 holders.
- The largest iShares Russell 3000 ETF buyer in Q2 2024 was The Family Firm, an estimated $194M added.
- The largest iShares Russell 3000 ETF seller in Q2 2024 was Georgetown University, an estimated $30M sold.
Based on aggregated 13F filings for Q2 2024.