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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 %
NG
451
Norden Group
Utah
$770K – – –
FH
452
FWG Holdings
Florida
$766K – – –
DWP
453
Destiny Wealth Partners
Florida
$756K +$756K +2,154 New
HCM
454
Hollencrest Capital Management
California
$743K – – –
NED
455
Nancy E. Dempze
$738K – – –
ECM
456
Evergreen Capital Management
Washington
$736K – – –
JWBC
457
J.W. Burns & Co
New York
$732K -$8.42K -24 -1%
BWM
458
Brown Wealth Management
Illinois
$725K +$351 +1 +0%
SWA
459
Sightline Wealth Advisors
Connecticut
$720K +$1.76K +5 +0.2%
KNW
460
Kesler Norman & Wride
Utah
$716K +$716K +2,040 New
CL
461
Choreo LLC
Illinois
$709K -$16.1K -46 -2%
LFA
462
LGT Financial Advisors
Texas
$707K +$1.76K +5 +0.2%
PMFA
463
Plante Moran Financial Advisors
Michigan
$704K +$530K +1,511 +305%
BF
464
BOK Financial
Oklahoma
$702K – – –
HA
465
Harbor Advisors
Florida
$702K – – –
CWM
466
Collaborative Wealth Management
Florida
$702K – – –
FWI
467
Facet Wealth Inc
Maryland
$696K – – –
SC
468
Scotia Capital
Ontario, Canada
$694K -$15.1K -43 -2%
HIA
469
Harbor Investment Advisory
Maryland
$692K – – –
APP
470
Avantax Planning Partners
Iowa
$686K +$702 +2 +0.1%
BIG
471
Brooklyn Investment Group
New York
$681K +$681K +1,940 New
MWM
472
Maridea Wealth Management
New York
$678K -$5.17M -14,725 -88%
TWM
473
Topsail Wealth Management
North Carolina
$678K – – –
OA
474
Oxbow Advisors
Texas
$677K -$61.8K -176 -8%
IWMA
475
Ironwood Wealth Management (Arizona)
Arizona
$676K -$393K -1,120 -37%
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