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iShares Russell 3000 ETF
IWV

Overview Fund Activity

812 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, 212 increasing their positions, 258 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
812
Holders Change
+18
Holders Change %
+2.27%
% of All Funds
10.88%
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
212
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 %
TFF
26
The Family Firm
Maryland
$64.7M -$3.31M -9,438 -5%
BC
27
Bricktown Capital
Michigan
$62.7M +$12.4M +35,400 +25%
CWM
28
Calamos Wealth Management
Illinois
$62.5M -$4.2M -11,953 -6%
GAG
29
GM Advisory Group
New York
$62.4M -$1.07M -3,035 -2%
BP
30
Ballentine Partners
Massachusetts
$58.6M +$441K +1,255 +0.8%
Bessemer Group
31
Bessemer Group
New Jersey
$58.2M -$5.97K -17 -0%
CB
32
Commerce Bank
Missouri
$57.7M -$149K -425 -0.3%
Bank of Nova Scotia
33
Bank of Nova Scotia
Ontario, Canada
$56.1M – – –
RMDI
34
R.M. Davis Inc
Maine
$56M +$46.7K +133 +0.1%
WA
35
Waverly Advisors
Alabama
$54.7M -$153K -436 -0.3%
PCP
36
Proficio Capital Partners
Massachusetts
$53.8M -$460K -1,310 -0.8%
Raymond James Financial
37
Raymond James Financial
Florida
$53.3M +$3.51M +10,009 +7%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$52.9M +$658K +1,874 +1%
IC
39
IEQ Capital
California
$52.4M +$10.6M +30,334 +25%
SI
40
Stephens Inc
Arkansas
$49.3M +$874K +2,490 +2%
AC
41
AlphaCore Capital
California
$49.2M -$5.17M -14,721 -10%
FWM
42
FFT Wealth Management
Pennsylvania
$48.8M +$2.31M +6,432 +5%
Franklin Resources
43
Franklin Resources
California
$47.7M +$654K +1,863 +1%
GWM
44
Geneos Wealth Management
Colorado
$45.9M -$34.1M -97,276 -43%
MCCA
45
Mill Creek Capital Advisors
Pennsylvania
$45.7M +$2.46K +7 +0%
WRTC
46
Wind River Trust Company
Wyoming
$43.8M – – –
CAM
47
Cresset Asset Management
Illinois
$42.6M +$938K +2,672 +2%
Osaic Holdings
48
Osaic Holdings
Arizona
$38.7M -$1.99M -5,925 -5%
CA
49
Clearstead Advisors
Ohio
$36.5M +$1.3M +3,695 +4%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$35.9M -$6.54M -18,630 -15%
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