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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 %
SSWM
376
Smith Salley Wealth Management
North Carolina
$1.14M +$3.16K +9 +0.3%
NRC
377
New Republic Capital
North Carolina
$1.14M +$506K +1,442 +80%
KAM
378
KEB Asset Management
Illinois
$1.12M – – –
GL
379
Graypoint LLC
New York
$1.12M +$351 +1 +0%
VWA
380
Visionary Wealth Advisors
Illinois
$1.12M +$3.16K +9 +0.3%
GIA
381
GHP Investment Advisors
Colorado
$1.11M – – –
PAS
382
Park Avenue Securities
New York
$1.1M +$1.1M +3,119 New
CFG
383
Carter Financial Group
Illinois
$1.09M +$1.09M +3,115 New
PPW
384
Parcion Private Wealth
Washington
$1.09M – – –
WS
385
Wedbush Securities
California
$1.09M +$3.51K +10 +0.3%
SMA
386
Sage Mountain Advisors
Georgia
$1.07M – – –
OAS
387
Optivise Advisory Services
Tennessee
$1.07M -$31.9K -91 -3%
LAS
388
LWM Advisory Services
Florida
$1.07M – – –
EGA
389
E&G Advisors
Texas
$1.05M – – –
PWM
390
Paulson Wealth Management
Illinois
$1.05M +$1.05M +2,982 New
FRA
391
Frank Rimerman Advisors
California
$1.05M -$509K -1,450 -33%
RWP
392
RWA Wealth Partners
Massachusetts
$1.04M – – –
BAM
393
Beaumont Asset Management
Texas
$1.03M – – –
CCM
394
Condor Capital Management
New Jersey
$1.03M – – –
FNC
395
First National Corp
Massachusetts
$1.02M – – –
HAIM
396
Hunter Associates Investment Management
Pennsylvania
$1M -$66.7K -190 -6%
RPC
397
Rossmore Private Capital
Connecticut
$998K -$953K -2,715 -49%
EW
398
Evoke Wealth
California
$996K -$263K -750 -21%
DAS
399
Dynamic Advisor Solutions
Arizona
$990K +$1.76K +5 +0.2%
AG
400
Ascent Group
Virginia
$989K +$3.16K +9 +0.3%
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16
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