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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 %
SIG
326
Stonegate Investment Group
Alabama
$1.24M +$3.81K +12 +0.3%
SWM
327
SilverOak Wealth Management
Minnesota
$1.24M – – –
LBC
328
Lowe Brockenbrough & Co
Virginia
$1.24M – – –
FCI
329
Financial Counselors Inc
Kansas
$1.24M -$10.2K -32 -0.8%
APG
330
Abacus Planning Group
South Carolina
$1.23M – – –
CAL
331
Capital Analysts LLC
Pennsylvania
$1.23M +$142K +446 +13%
MFG
332
MidWestOne Financial Group
Iowa
$1.22M – – –
CNBT
333
Canandaigua National Bank & Trust
New York
$1.22M – – –
ADL
334
Asset Dedication LLC
California
$1.22M – – –
VCP
335
Vista Capital Partners
Oregon
$1.21M – – –
LWA
336
Lowe Wealth Advisors
Maryland
$1.21M +$9.53K +30 +0.8%
Renaissance Technologies
337
Renaissance Technologies
New York
$1.21M -$2.38M -7,500 -66%
AAM
338
Augustine Asset Management
Florida
$1.2M -$41.6K -131 -3%
SPIA
339
Steward Partners Investment Advisory
New York
$1.19M -$95.3K -300 -7%
SM
340
Sensible Money
Arizona
$1.18M – – –
Luther King Capital Management (LKCM)
341
Luther King Capital Management (LKCM)
Texas
$1.18M -$1.24M – –
SIA
342
Schechter Investment Advisors
Michigan
$1.18M +$1.18M +3,716 New
EPP
343
ETF Portfolio Partners
Kansas
$1.17M -$1.91K -6 -0.2%
RBWA
344
RFG - Bristol Wealth Advisors
Massachusetts
$1.16M +$313K +984 +37%
PFA
345
Pure Financial Advisors
California
$1.16M -$7.94K -25 -0.7%
EW
346
Evoke Wealth
California
$1.14M – – –
RPGK
347
Retirement Planning Group (Kansas)
Kansas
$1.14M – – –
FCM
348
Firestone Capital Management
Florida
$1.14M +$953 +3 +0.1%
ITIM
349
Indiana Trust & Investment Management
Indiana
$1.13M – – –
Neuberger Berman Group
350
Neuberger Berman Group
New York
$1.12M -$186K -587 -14%
12 13
14
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