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iShares Russell 3000 ETF
IWV

Overview Fund Activity

805 hedge funds and large institutions have $8.93B invested in iShares Russell 3000 ETF in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 208 increasing their positions, 257 reducing their positions, and 37 closing their positions.

Holders
805
Holders Change
+12
Holders Change %
+1.51%
% of All Funds
10.81%
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
208
Reduced
257
Closed
37
Calls
$2.74M
Puts
–
Net Calls
+$2.74M
Net Calls Change
+$38K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$572M
2
BlackRock
2
BlackRock
New York
$421M
3
Morgan Stanley
3
Morgan Stanley
New York
$451M
4
Ameriprise
4
Ameriprise
Minnesota
$158M
5
CIA
5
Concurrent Investment Advisors
Florida
$22.1M

Top Sellers

1
P
1
Pitcairn
Pennsylvania
$127M
2
GWM
2
Geneos Wealth Management
Colorado
$45.9M
3
Bank of America
3
Bank of America
North Carolina
$247M
4
Northern Trust
4
Northern Trust
Illinois
$369M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$79.4M
Name Market Value Shares Shares
Change 		Shares
Change %
TFF
26
The Family Firm
Maryland
$64.7M 184,423 -9,438 -5%
BC
27
Bricktown Capital
Michigan
$62.7M 178,520 +35,400 +25%
CWM
28
Calamos Wealth Management
Illinois
$62.5M 177,993 -11,953 -6%
GAG
29
GM Advisory Group
New York
$62.4M 177,728 -3,035 -2%
BP
30
Ballentine Partners
Massachusetts
$58.6M 166,886 +1,255 +0.8%
Bessemer Group
31
Bessemer Group
New Jersey
$58.2M 165,833 -17 -0%
CB
32
Commerce Bank
Missouri
$57.7M 164,459 -425 -0.3%
Bank of Nova Scotia
33
Bank of Nova Scotia
Ontario, Canada
$56.1M 159,700 – –
RMDI
34
R.M. Davis Inc
Maine
$56M 159,610 +133 +0.1%
WA
35
Waverly Advisors
Alabama
$54.7M 155,754 -436 -0.3%
PCP
36
Proficio Capital Partners
Massachusetts
$53.8M 153,369 -1,310 -0.8%
Raymond James Financial
37
Raymond James Financial
Florida
$53.3M 151,857 +10,009 +7%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$52.9M 150,681 +1,874 +1%
IC
39
IEQ Capital
California
$52.4M 149,329 +30,334 +25%
SI
40
Stephens Inc
Arkansas
$49.3M 140,371 +2,490 +2%
AC
41
AlphaCore Capital
California
$49.2M 140,119 -14,721 -10%
FWM
42
FFT Wealth Management
Pennsylvania
$48.8M 136,011 +6,432 +5%
Franklin Resources
43
Franklin Resources
California
$47.7M 135,897 +1,863 +1%
GWM
44
Geneos Wealth Management
Colorado
$45.9M 130,645 -97,276 -43%
MCCA
45
Mill Creek Capital Advisors
Pennsylvania
$45.7M 130,302 +7 +0%
WRTC
46
Wind River Trust Company
Wyoming
$43.8M 124,692 – –
CAM
47
Cresset Asset Management
Illinois
$42.6M 121,375 +2,672 +2%
Osaic Holdings
48
Osaic Holdings
Arizona
$38.7M 115,072 -5,925 -5%
CA
49
Clearstead Advisors
Ohio
$36.5M 104,078 +3,695 +4%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$35.9M 102,252 -18,630 -15%
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