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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 %
BTW
501
Boston Trust Walden
Massachusetts
$558K – – –
WE
502
Wealth Effects
Massachusetts
$551K – – –
FWCM
503
Ferguson Wellman Capital Management
Oregon
$548K – – –
BCPWM
504
Bradley & Co Private Wealth Management
Florida
$547K – – –
OC
505
Oppenheimer & Co
New York
$544K +$544K +1,550 New
MSAM
506
Moloney Securities Asset Management
Missouri
$538K – – –
RW
507
RVW Wealth
California
$534K +$20.4K +58 +4%
MFA
508
Mayflower Financial Advisors
Massachusetts
$534K – – –
FBB
509
Fulton Breakefield Broenniman
Maryland
$529K -$123K -350 -19%
MSS
510
Mitchell Sinkler & Starr
Pennsylvania
$527K – – –
MWA
511
Midland Wealth Advisors
Illinois
$522K – – –
1CP
512
17 Capital Partners
Arizona
$519K +$49.8K +142 +11%
PFS
513
Prospera Financial Services
Texas
$517K +$8.48K +24 +2%
KWM
514
Kingsview Wealth Management
Oregon
$509K -$43.5K -124 -8%
PP
515
PrairieView Partners
Minnesota
$507K – – –
BEI
516
Benjamin Edwards Inc
Missouri
$503K +$231K +658 +85%
MHC
517
May Hill Capital
Massachusetts
$502K – – –
GRP
518
Global Retirement Partners
California
$495K +$495K +1,410 New
EAM
519
Evanson Asset Management
California
$494K – – –
VC
520
Veracity Capital
Georgia
$492K +$11.9K +34 +2%
HTC
521
Haverford Trust Company
Pennsylvania
$491K – – –
CNB
522
Camden National Bank
Maine
$488K -$483K -1,375 -50%
BCP
523
Blue Chip Partners
Michigan
$483K +$1.05K +3 +0.2%
CWM
524
Core Wealth Management
Florida
$483K – – –
BWA
525
Burt Wealth Advisors
Maryland
$479K – – –
19 20
21
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