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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 %
SWM
476
Sentinel Wealth Management
Virginia
$669K +$669K +1,906 New
WWP
477
Waypoint Wealth Partners
California
$665K – – –
JIC
478
Joel Isaacson & Co
New York
$664K +$702 +2 +0.1%
PWM
479
Perigon Wealth Management
California
$664K +$351 +1 +0.1%
MCA
480
MSH Capital Advisors
Arizona
$662K -$46K -131 -6%
BW
481
BostonPremier Wealth
Massachusetts
$660K +$1.76K +5 +0.3%
SW
482
SlateStone Wealth
Florida
$656K -$167K -476 -20%
CC
483
Climber Capital
Switzerland
$641K – – –
RWM
484
RKL Wealth Management
Pennsylvania
$634K +$1.4K +4 +0.2%
ACM
485
Armbruster Capital Management
New York
$632K +$47.7K +136 +8%
MAV
486
Mason & Associates (Virginia)
Virginia
$628K -$97.6K -278 -13%
EIP
487
Ellis Investment Partners
Pennsylvania
$626K +$702 +2 +0.1%
FG
488
Foster Group
Iowa
$601K – – –
FA
489
Fiduciary Alliance
South Carolina
$597K +$597K +1,700 New
MIM
490
MTM Investment Management
South Carolina
$595K -$22.8K -65 -4%
ATPW
491
Ashton Thomas Private Wealth
Arizona
$591K -$16.8K -48 -3%
TPCW
492
TD Private Client Wealth
New York
$586K +$469K +1,335 +399%
BHBT
493
Burke & Herbert Bank & Trust
Virginia
$585K – – –
MAM
494
McLean Asset Management
Virginia
$583K +$313K +886 +116%
VWA
495
VERITY Wealth Advisors
United States
$580K – – –
FFM
496
Forum Financial Management
Illinois
$575K +$1.76K +5 +0.3%
1WM
497
1900 Wealth Management
Texas
$567K -$25.6K -73 -4%
PAG
498
Poinciana Advisors Group
Florida
$562K – – –
PFA
499
Pathway Financial Advisors
Vermont
$562K – – –
RCAG
500
Rehmann Capital Advisory Group
Michigan
$559K +$6.32K +18 +1%
18 19
20
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