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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 %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$67.3M +$2.54M +8,009 +4%
William Blair & Company
27
William Blair & Company
Illinois
$63.3M -$57.5K -181 -0.1%
TFF
28
The Family Firm
Maryland
$61.6M -$920K -2,896 -1%
CWM
29
Calamos Wealth Management
Illinois
$60.3M +$7.07M +22,251 +13%
GAG
30
GM Advisory Group
New York
$57.4M -$899K -2,831 -2%
Bessemer Group
31
Bessemer Group
New Jersey
$52.7M – – –
BP
32
Ballentine Partners
Massachusetts
$52.6M -$892K -2,809 -2%
CB
33
Commerce Bank
Missouri
$52.4M +$2.1M +6,626 +4%
Bank of Nova Scotia
34
Bank of Nova Scotia
Ontario, Canada
$50.7M – – –
RMDI
35
R.M. Davis Inc
Maine
$50.7M – – –
WA
36
Waverly Advisors
Alabama
$49.6M +$1.26M +3,953 +3%
PCP
37
Proficio Capital Partners
Massachusetts
$49.3M -$5.25M -16,461 -10%
AC
38
AlphaCore Capital
California
$49.2M +$4.9M +15,418 +11%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$47.3M -$15.6M -49,096 -25%
BC
40
Bricktown Capital
Michigan
$45.5M +$45.5M +143,120 New
Raymond James Financial
41
Raymond James Financial
Florida
$45.1M +$6.41M +20,180 +17%
SI
42
Stephens Inc
Arkansas
$43.8M -$7.99M -25,161 -15%
Franklin Resources
43
Franklin Resources
California
$42.6M +$4.58M +14,407 +12%
MCCA
44
Mill Creek Capital Advisors
Pennsylvania
$41.4M +$751K +2,364 +2%
FWM
45
FFT Wealth Management
Pennsylvania
$41.2M -$4.04M -12,732 -9%
WRTC
46
Wind River Trust Company
Wyoming
$39.6M – – –
SIM
47
Strategic Investment Management
Virginia
$38.8M -$3.51M -11,060 -8%
Osaic Holdings
48
Osaic Holdings
Arizona
$38.5M +$1.65M +5,201 +4%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$38.4M +$5.18M +16,308 +16%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$38.1M +$2.92M +9,199 +8%
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