ISHARES RUSSELL 3000 ETF (IWV) Institutional Ownership Changes & 13F Activity
ISHARES RUSSELL 3000 ETF (IWV) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Matrix Private Capital Group, Sequoia Financial Advisors, Renaissance Technologies LLC, and Mairs & Power Growth Fund.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2022 | Sequoia Financial Advisors | Buy | 837 | 837 | $219 |
| Q4 2021 | Renaissance Technologies LLC | Buy | 7,000 | 10,000 | $2,775 |
| Q4 2021 | Matrix Private Capital Group | Sell | -360 | 4,040 | $1,121 |
| Q3 2021 | Renaissance Technologies LLC | Buy | 500 | 3,000 | $765 |
| Q3 2021 | Matrix Private Capital Group | Sell | -50 | 4,400 | $1,121 |
| Q1 2021 | Renaissance Technologies LLC | Sell | -3,300 | 2,500 | $593 |
| Q1 2020 | Renaissance Technologies LLC | Sell | -700 | 5,800 | $860 |
| Q4 2019 | Renaissance Technologies LLC | Buy | 6,500 | 6,500 | $1,225 |
| Q4 2019 | Matrix Private Capital Group | Buy | 4,450 | 4,450 | $839 |
Frequently asked questions about IWV activity
Which institutional owners are buying IWV?
Institutional owners buying IWV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IWV activity?
"Buy" means an investor increased their reported position in IWV compared to the prior reporting period. This reflects growing exposure to ISHARES RUSSELL 3000 ETF (IWV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IWV increasing?
Institutional interest in IWV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.