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iShares Russell 3000 ETF
IWV

Overview Fund Activity

811 hedge funds and large institutions have $8.96B invested in iShares Russell 3000 ETF in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 211 increasing their positions, 258 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
811
Holders Change
+17
Holders Change %
+2.14%
% of All Funds
10.88%
Holding in Top 10
48
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4%
% of All Funds
0.64%
New
69
Increased
211
Reduced
258
Closed
37
Calls
$7.27M
Puts
$2.32M
Net Calls
+$4.95M
Net Calls Change
+$2.25M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$572M
2
BlackRock
BlackRock
New York
$421M
3
Morgan Stanley
Morgan Stanley
New York
$451M
4
Ameriprise
Ameriprise
Minnesota
$158M
5
CIA
Concurrent Investment Advisors
Florida
$22.1M

Top Sellers

1
P
Pitcairn
Pennsylvania
$127M
2
GWM
Geneos Wealth Management
Colorado
$45.9M
3
Bank of America
Bank of America
North Carolina
$247M
4
Northern Trust
Northern Trust
Illinois
$369M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$79.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
276
Kayne Anderson Rudnick Investment Management
California
$2.13M -$20K -57 -0.9%
DWT
277
Dorsey & Whitney Trust
South Dakota
$2.07M -$270K -769 -12%
AFA
278
Avant Financial Advisors
Texas
$2.06M +$256K +728 +14%
YWM
279
Yardley Wealth Management
Pennsylvania
$2.05M – – –
NF
280
Nvest Financial
New Hampshire
$1.99M +$5.27K +15 +0.3%
ACA
281
Aptus Capital Advisors
Alabama
$1.99M +$1.4K +4 +0.1%
CWM
282
Congress Wealth Management
Massachusetts
$1.99M +$553K +1,574 +39%
IBOK
283
Independence Bank of Kentucky
Kentucky
$1.98M -$1.4K -4 -0.1%
SB
284
Strategic Blueprint
Georgia
$1.97M +$92K +262 +5%
MFT
285
Moisand Fitzgerald Tamayo
Florida
$1.95M – – –
SMWM
286
Silvia McColl Wealth Management
California
$1.95M -$4.56K -13 -0.2%
VP
287
Verum Partners
North Carolina
$1.94M – – –
HFS
288
Heritage Financial Services
Massachusetts
$1.94M -$79.3K -226 -4%
WA
289
Wealth Architects
California
$1.93M -$2.81K -8 -0.1%
CTC
290
Central Trust Company
Missouri
$1.92M – – –
VPP
291
Vertex Planning Partners
Illinois
$1.92M -$112K -320 -6%
CIM
292
Cambria Investment Management
California
$1.87M +$1.87M +5,341 New
BFG
293
Beacon Financial Group
Texas
$1.86M -$8.07K -23 -0.4%
PGA
294
Portland Global Advisors
Maine
$1.85M – – –
BPWM
295
BCS Private Wealth Management
New Jersey
$1.84M +$1.84M +5,241 New
KL
296
KilterHowling LLC
Colorado
$1.83M +$4.91K +14 +0.3%
HPA
297
High Probability Advisors
New York
$1.82M – – –
KIA
298
KCM Investment Advisors
California
$1.8M +$1.8M +5,117 New
MF
299
Manchester Financial
California
$1.77M – – –
CCM
300
Cohen Capital Management
California
$1.77M -$298K -850 -14%
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