IWV icon

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 %
EWM
526
Empirical Wealth Management
Washington
$475K – – –
AAM
527
Ackerman Asset Management
Maryland
$474K – – –
Kovitz Investment Group Partners
528
Kovitz Investment Group Partners
Illinois
$471K – – –
LW
529
Linscomb Wealth
Texas
$467K -$12.3K -35 -3%
DT
530
Diversified Trust
Tennessee
$466K -$8.07K -23 -2%
MWM
531
Meridian Wealth Management
Kentucky
$464K – – –
GFWA
532
Grey Fox Wealth Advisors
Delaware
$463K – – –
DA
533
Detalus Advisors
Missouri
$461K – – –
DIA
534
Dana Investment Advisors
Wisconsin
$459K -$274K -781 -37%
GWM
535
Greenhouse Wealth Management
Connecticut
$458K +$458K +1,312 New
CWA
536
CM Wealth Advisors
Ohio
$446K -$561K -1,598 -56%
SW
537
SVB Wealth
Massachusetts
$446K +$446K +1,271 New
T
538
Tableaux
Massachusetts
$440K +$440K +4,761 New
CAMG
539
CWA Asset Management Group
Florida
$436K -$188K -537 -30%
NCM
540
Noesis Capital Mangement
Florida
$436K -$15.8K -45 -3%
FFA
541
Farther Finance Advisors
California
$434K -$351 -1 -0.1%
SWM
542
Shakespeare Wealth Management
Wisconsin
$433K -$10.5K -30 -2%
SFS
543
Summit Financial Strategies
Ohio
$432K – – –
CA
544
Crewe Advisors
Utah
$432K – – –
MFIM
545
Mesirow Financial Investment Management
Illinois
$432K -$64.2K -183 -13%
LSA
546
Lion Street Advisors
Texas
$430K – – –
AF
547
Apexium Financial
Texas
$426K – – –
SCM
548
SOL Capital Management
Maryland
$425K – – –
AI
549
Auour Investments
Massachusetts
$424K – – –
FAT
550
First American Trust
California
$423K -$11.9K -34 -3%
20 21
22
23 24