IWV icon

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
10.87%
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
+$249M
2
BlackRock
BlackRock
New York
+$99.7M
3
Morgan Stanley
Morgan Stanley
New York
+$43.6M
4
Ameriprise
Ameriprise
Minnesota
+$21.8M
5
CIA
Concurrent Investment Advisors
Florida
+$21.7M

Top Sellers

1
P
Pitcairn
Pennsylvania
-$61.4M
2
GWM
Geneos Wealth Management
Colorado
-$34.1M
3
Bank of America
Bank of America
North Carolina
-$32M
4
Northern Trust
Northern Trust
Illinois
-$28.6M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
326
Peapack-Gladstone Financial Corp
New Jersey
$1.46M – – –
VT
327
Vise Technologies
New York
$1.43M +$1.43M +4,081 New
CGA
328
Crescent Grove Advisors
Illinois
$1.41M – – –
JWCA
329
J.W. Cole Advisors
Florida
$1.4M +$417K +1,189 +43%
SIG
330
Stonegate Investment Group
Alabama
$1.37M – – –
RBWA
331
RFG - Bristol Wealth Advisors
Massachusetts
$1.37M +$90.2K +257 +7%
MT
332
Midwest Trust
Kansas
$1.37M +$1.37M +3,893 New
APG
333
Abacus Planning Group
South Carolina
$1.36M – – –
SF
334
Symphony Financial
Texas
$1.36M +$1.36M +3,852 New
CAL
335
Capital Analysts LLC
Pennsylvania
$1.36M +$351 +1 +0%
SWM
336
SilverOak Wealth Management
Minnesota
$1.35M -$17.9K -51 -1%
MFG
337
MidWestOne Financial Group
Iowa
$1.35M – – –
CNBT
338
Canandaigua National Bank & Trust
New York
$1.35M – – –
ADL
339
Asset Dedication LLC
California
$1.35M – – –
VCP
340
Vista Capital Partners
Oregon
$1.34M – – –
LWA
341
Lowe Wealth Advisors
Maryland
$1.33M -$8.78K -25 -0.7%
FWP
342
Fiduciary Wealth Partners
Massachusetts
$1.33M -$591K -1,685 -31%
WB
343
WesBanco Bank
West Virginia
$1.32M +$1.09M +3,119 +492%
SM
344
Sensible Money
Arizona
$1.31M – – –
FCM
345
Firestone Capital Management
Florida
$1.31M +$53K +151 +4%
Luther King Capital Management (LKCM)
346
Luther King Capital Management (LKCM)
Texas
$1.31M -$1.18M – –
AAP
347
Arax Advisory Partners
Colorado
$1.3M +$1.3M +3,716 New
AAM
348
Augustine Asset Management
Florida
$1.3M -$17.6K -50 -1%
PFA
349
Pure Financial Advisors
California
$1.3M +$22.8K +65 +2%
SPIA
350
Steward Partners Investment Advisory
New York
$1.3M -$9.83K -28 -0.8%
12 13
14
15 16