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iShares Russell 3000 ETF
IWV

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
850
Holders Change
+69
Holders Change %
+8.83%
% of All Funds
11.2%
Holding in Top 10
58
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16%
% of All Funds
0.76%
New
102
Increased
235
Reduced
236
Closed
18
Calls
$5.82M
Puts
$1.94M
Net Calls
+$3.88M
Net Calls Change
-$1.71M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$132M
2
Lido Advisors
Lido Advisors
California
+$78.5M
3
JP Morgan Chase
JP Morgan Chase
New York
+$51.3M
4
SIM
Strategic Investment Management
Virginia
+$39.3M
5
CA
CSM Advisors
Pennsylvania
+$31.4M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$278M
2
TFF
The Family Firm
Maryland
-$236M
3
SCM
SCS Capital Management
Massachusetts
-$68.3M
4
CAM
Cresset Asset Management
Illinois
-$14.4M
5
CJH
Christopher J. Hasenberg
Wisconsin
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1
SCS Capital Management
Massachusetts
$583M -$68.3M -203,003 -10%
Northern Trust
2
Northern Trust
Illinois
$386M +$27.8M +82,492 +8%
Morgan Stanley
3
Morgan Stanley
New York
$380M +$22.1M +65,608 +6%
Bank of America
4
Bank of America
North Carolina
$341M +$25M +74,379 +8%
BlackRock
5
BlackRock
New York
$265M +$16.2M +48,081 +6%
Goldman Sachs
6
Goldman Sachs
New York
$210M +$7.81M +23,196 +4%
JP Morgan Chase
7
JP Morgan Chase
New York
$202M +$51.3M +152,260 +34%
UMC
8
UNC Management Company
North Carolina
$192M +$579K +1,719 +0.3%
P
9
Pitcairn
Pennsylvania
$184M -$2.48M -7,355 -1%
LPL Financial
10
LPL Financial
California
$166M +$8.88M +26,372 +6%
Ameriprise
11
Ameriprise
Minnesota
$151M +$1.14M +3,386 +0.8%
UBS Group
12
UBS Group
Switzerland
$148M +$4.37M +12,980 +3%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$131M +$132M +392,864 +77,183%
EK
14
Evensky & Katz
Florida
$127M -$3.75M -11,154 -3%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$124M -$831K -2,470 -0.7%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$107M +$3.54M +10,510 +3%
HighTower Advisors
17
HighTower Advisors
Illinois
$105M +$993K +2,951 +1%
Wells Fargo
18
Wells Fargo
California
$104M +$25.5M +75,711 +32%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$103M -$4.57M -13,587 -4%
ST
20
Sentinel Trust
Texas
$103M -$6.31M -18,731 -6%
TF
21
TLWM Financial
Texas
$98.4M +$546K +1,623 +0.6%
Lido Advisors
22
Lido Advisors
California
$89.2M +$78.5M +233,222 +691%
Corient Private Wealth
23
Corient Private Wealth
Florida
$81.5M -$4.17M -12,380 -5%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$79.3M -$2.41M -7,169 -3%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$68.1M +$14.5M +43,024 +27%
1
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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.