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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 %
SF
251
Synovus Financial
Georgia
$2.21M +$62.3K +196 +3%
BAM
252
Berkshire Asset Management
Pennsylvania
$2.19M +$96.4K +300 +5%
HF
253
HRT Financial
New York
$2.16M +$221K +697 +11%
RWM
254
Rialto Wealth Management
New York
$2.16M -$43.8K -138 -2%
DWM
255
Dakota Wealth Management
Florida
$2.14M – – –
IAS
256
IMA Advisory Services
Colorado
$2.13M – – –
DWT
257
Dorsey & Whitney Trust
South Dakota
$2.12M +$127K +400 +6%
SC
258
SouthState Corp
Florida
$2.09M +$1.55M +4,868 +284%
PFP
259
Pinnacle Financial Partners
Tennessee
$2.09M +$116K +351 +6%
MFP
260
Meridian Financial Partners
Virginia
$2.07M +$8.9K +28 +0.4%
LIG
261
Lokken Investment Group
Delaware
$2.06M -$47K -148 -2%
GM
262
GeoWealth Management
Illinois
$2.03M +$60K +189 +3%
BBHC
263
Brown Brothers Harriman & Co
New York
$2M +$428K +1,349 +27%
AC
264
Apella Capital
Connecticut
$1.98M +$925 +3 +0%
OFS
265
OneAscent Financial Services
Alabama
$1.97M – – –
MWM
266
Modera Wealth Management
New Jersey
$1.96M -$50.2K -158 -3%
XPN
267
XY Planning Network
Montana
$1.95M -$86.1K -271 -4%
Kayne Anderson Rudnick Investment Management
268
Kayne Anderson Rudnick Investment Management
California
$1.94M +$102K +321 +6%
BPWM
269
Badgley Phelps Wealth Managers
Washington
$1.94M +$175K +552 +10%
SWA
270
Stratos Wealth Advisors
Ohio
$1.93M -$105K -329 -5%
OFG
271
Oxford Financial Group
Indiana
$1.93M -$13.3K -42 -0.7%
CCM
272
Cohen Capital Management
California
$1.87M – – –
YWM
273
Yardley Wealth Management
Pennsylvania
$1.85M -$45.1K -142 -2%
MCM
274
MAI Capital Management
Ohio
$1.84M +$1.27K +4 +0.1%
VPP
275
Vertex Planning Partners
Illinois
$1.84M -$22.2K -70 -1%
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