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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 %
SFO
351
Stokes Family Office
Louisiana
$1.11M – – –
WAP
352
Wealthcare Advisory Partners
Pennsylvania
$1.1M – – –
SP
353
Stonebrook Private
Michigan
$1.1M +$802K +2,525 +270%
BWP
354
Bernardo Wealth Planning
Pennsylvania
$1.08M – – –
AWE
355
Avidian Wealth Enterprises
Texas
$1.07M +$251K +789 +31%
FSA
356
Fort Sheridan Advisors
Illinois
$1.07M – – –
BCWM
357
Bartlett & Co Wealth Management
Ohio
$1.06M +$642K +2,020 +152%
AF
358
Atala Financial
California
$1.05M -$47.6K -150 -4%
CWM
359
Cahaba Wealth Management
Georgia
$1.05M -$14.3K -45 -1%
SCG
360
Sonata Capital Group
Washington
$1.04M – – –
ZBNA
361
Zions Bancorporation, National Association
Utah
$1.04M +$1.04M +3,270 New
XF
362
XML Financial
Maryland
$1.03M – – –
WDL
363
Well Done LLC
Michigan
$1.03M -$35.4K -106 -3%
IWM
364
IHT Wealth Management
Illinois
$1.03M -$460K -1,448 -31%
SSWM
365
Smith Salley Wealth Management
North Carolina
$1.03M +$13.7K +43 +1%
KAM
366
KEB Asset Management
Illinois
$1.01M – – –
GL
367
Graypoint LLC
New York
$1.01M – – –
VWA
368
Visionary Wealth Advisors
Illinois
$1.01M +$2.54K +8 +0.3%
Qube Research & Technologies (QRT)
369
Qube Research & Technologies (QRT)
United Kingdom
$1.01M +$719K +2,265 +251%
GIA
370
GHP Investment Advisors
Colorado
$1.01M +$318 +1 +0%
OAS
371
Optivise Advisory Services
Tennessee
$997K – – –
PPW
372
Parcion Private Wealth
Washington
$988K – – –
WS
373
Wedbush Securities
California
$984K +$1.91K +6 +0.2%
GFA
374
Gallagher Fiduciary Advisors
Illinois
$984K +$984K +3,097 New
SMA
375
Sage Mountain Advisors
Georgia
$970K – – –
13 14
15
16 17