iShares Russell 3000 ETF
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
713% more call options, than puts
Call options by funds: $6.37M | Put options by funds: $784K
73% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 30
2% more funds holding in top 10
Funds holding in top 10: 48 [Q2] → 49 (+1) [Q3]
1% more funds holding
Funds holding: 760 [Q2] → 771 (+11) [Q3]
4% less capital invested
Capital invested by funds: $8.6B [Q2] → $8.23B (-$374M) [Q3]
3.41% less ownership
Funds ownership: 60.3% [Q2] → 56.89% (-3.41%) [Q3]
29% less repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 265
Research analyst outlook
We haven’t received any recent analyst ratings for IWV.
Financial journalist opinion
Positive
Zacks Investment Research
7 months ago
ETFs Worth a Look on Russell Indexes' Shake-Up
The popular Russell indexes are set to get the customary new look this month. ETFs targeting the Russell Indices are currently in focus.
Positive
Seeking Alpha
7 months ago
IWV: Future Performance Will Likely Remain Slightly Inferior To The S&P 500 Index
The iShares Russell 3000 ETF has slightly underperformed the S&P 500 index in the past and is expected to continue to do so in the future. IWV's inclusion of mid-cap and small-cap stocks has impacted its long-term performance, as these stocks tend to deliver inferior returns compared to large-cap stocks in the long run. IWV has a higher expense ratio than its peer fund, Vanguard Russell 3000 ETF.
Positive
ETF Trends
9 months ago
All-Seasons Investing: The Case for a Diversified Asset Allocation
By: Nolan Mauk In the post-pandemic era marked by economic uncertainty, volatility, geopolitical tension, and deglobalization, one thing has been made clear: no market, sector, or asset class is immune to the effects of rapidly changing market cycles.
Positive
Seeking Alpha
10 months ago
QDF Vs. Peers: Which Is The Best Quality Dividend Fund?
FlexShares Quality Dividend Index Fund ETF has a portfolio of 130 dividend stocks screened with a proprietary quality score.
Positive
Seeking Alpha
1 year ago
IWV: Perhaps A Better Core Equity Allocation Now
iShares Russell 3000 ETF offers exposure to a wide range of U.S. companies, making it a suitable investment for long-term growth. The IWV ETF is largely driven by the same large-cap stocks that drive the S&P 500, including Apple, Microsoft, Amazon, Nvidia, and Alphabet. IWV has a high expense ratio compared to its peers, but it provides diversification and has historically shown strong price growth.
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