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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
10.87%
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 %
EPP
351
ETF Portfolio Partners
Kansas
$1.3M +$10.9K +31 +0.8%
Jane Street
352
Jane Street
New York
$1.27M +$1.27M +3,619 New
JFGIW
353
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.27M +$869K +2,475 +217%
RPGK
354
Retirement Planning Group (Kansas)
Kansas
$1.26M – – –
FNBT
355
FineMark National Bank & Trust
Florida
$1.25M +$1.25M +3,564 New
ITIM
356
Indiana Trust & Investment Management
Indiana
$1.24M – – –
GCA
357
Greenwood Capital Associates
South Carolina
$1.24M +$225K +640 +22%
GLLW
358
Graves Light Lenhart Wealth
Virginia
$1.23M -$176K -500 -13%
SFO
359
Stokes Family Office
Louisiana
$1.23M – – –
WFA
360
Wellspring Financial Advisors
Ohio
$1.23M +$1.23M +3,496 New
GS
361
GTS Securities
New York
$1.22M -$1.26M -3,599 -51%
SP
362
Stonebrook Private
Michigan
$1.21M -$351 -1 -0%
BWP
363
Bernardo Wealth Planning
Pennsylvania
$1.2M – – –
BCI
364
Blue Capital Inc
Nebraska
$1.19M +$1.19M +3,400 New
Neuberger Berman Group
365
Neuberger Berman Group
New York
$1.19M -$50.5K -144 -4%
FSA
366
Fort Sheridan Advisors
Illinois
$1.18M – – –
NGA
367
Naples Global Advisors
Florida
$1.18M +$557K +1,588 +90%
BCWM
368
Bartlett & Co Wealth Management
Ohio
$1.17M – – –
LIG
369
Lokken Investment Group
Delaware
$1.17M -$1.11M -3,162 -49%
AF
370
Atala Financial
California
$1.16M – – –
CWM
371
Cahaba Wealth Management
Georgia
$1.16M +$2.81K +8 +0.2%
XF
372
XML Financial
Maryland
$1.16M +$20K +57 +2%
SCG
373
Sonata Capital Group
Washington
$1.15M – – –
ZBNA
374
Zions Bancorporation, National Association
Utah
$1.15M – – –
IWM
375
IHT Wealth Management
Illinois
$1.14M +$702 +2 +0.1%
13 14
15
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