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iShares Russell 3000 ETF
IWV

Overview Fund Activity

794 hedge funds and large institutions have $7.97B invested in iShares Russell 3000 ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 210 increasing their positions, 267 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
-51
Holders Change %
-6.04%
% of All Funds
10.79%
Holding in Top 10
50
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.79%
% of All Funds
0.68%
New
39
Increased
210
Reduced
267
Closed
67
Calls
$5.11M
Puts
$2.41M
Net Calls
+$2.7M
Net Calls Change
-$1.18M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$92M
2
SCM
SCS Capital Management
Massachusetts
+$50M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.9M
4
BC
Bricktown Capital
Michigan
+$45.5M
5
BlackRock
BlackRock
New York
+$39.6M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$116M
2
Bank of America
Bank of America
North Carolina
-$71.2M
3
CA
CSM Advisors
Pennsylvania
-$62.4M
4
IAA
Independent Advisor Alliance
North Carolina
-$27.3M
5
Ameriprise
Ameriprise
Minnesota
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
226
Fiducient Advisors
Illinois
$2.98M +$2.01M +6,332 +207%
WIA
227
Wealthedge Investment Advisors
New York
$2.98M -$741K -2,334 -20%
IFWM
228
Institute for Wealth Management
Colorado
$2.97M – – –
FHB
229
First Hawaiian Bank
Hawaii
$2.97M -$221K -696 -7%
FOR
230
Family Office Research
Maryland
$2.94M -$368K -1,159 -11%
USCWA
231
U.S. Capital Wealth Advisors
Texas
$2.94M -$28.6K -90 -1%
LFP
232
Lakeshore Financial Planning
Michigan
$2.92M -$12.4K -39 -0.4%
TWM
233
Tolleson Wealth Management
Texas
$2.88M – – –
CFA
234
Cahill Financial Advisors
Minnesota
$2.86M +$4.45K +14 +0.2%
IAN
235
Integrated Advisors Network
Texas
$2.85M -$52.1K -164 -2%
M&T Bank
236
M&T Bank
New York
$2.85M -$806K -2,539 -22%
CQWA
237
Chokshi & Queen Wealth Advisors
California
$2.78M -$22.2K -70 -0.8%
BFPW
238
BOK Financial Private Wealth
Colorado
$2.78M – – –
CHC
239
City Holding Co
West Virginia
$2.77M -$9.21K -29 -0.3%
MPCG
240
Matrix Private Capital Group
New York
$2.75M – – –
WPC
241
Wedmont Private Capital
Pennsylvania
$2.66M +$100K +331 +4%
AQR Capital Management
242
AQR Capital Management
Connecticut
$2.59M +$348K +1,095 +16%
ZIM
243
Zacks Investment Management
Illinois
$2.57M -$8.74M -27,519 -77%
NW
244
NewEdge Wealth
Pennsylvania
$2.51M -$8.26K -26 -0.3%
PA
245
Planning Alternatives
Michigan
$2.44M – – –
Envestnet Portfolio Solutions
246
Envestnet Portfolio Solutions
Illinois
$2.42M -$579K -1,823 -19%
FLPIM
247
F.L. Putnam Investment Management
Massachusetts
$2.38M -$1.27K -4 -0.1%
RB
248
Renasant Bank
Mississippi
$2.33M – – –
FWM
249
Fonville Wealth Management
Virginia
$2.31M -$68.6K -219 -3%
GS
250
GTS Securities
New York
$2.25M +$2.25M +7,075 New
8 9
10
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