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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 %
PL
551
Plancorp LLC
Missouri
$417K +$50.9K +145 +14%
DWP
552
Daymark Wealth Partners
Ohio
$415K -$1.76K -5 -0.4%
VCP
553
Verus Capital Partners
Arizona
$413K – – –
WCWM
554
Willow Creek Wealth Management
California
$405K – – –
PJSIMP
555
P.J. Schmidt Investment Management (PJS)
Wisconsin
$404K – – –
LWM
556
Lyell Wealth Management
California
$404K – – –
RSWM
557
Robertson Stephens Wealth Management
California
$403K -$6.32K -18 -2%
HCA
558
Heck Capital Advisors
Wisconsin
$403K – – –
MWM
559
Modern Wealth Management
Kansas
$402K -$416K -1,186 -51%
HSA
560
HBK Sorce Advisory
Pennsylvania
$399K – – –
GVCM
561
Global View Capital Management
Wisconsin
$398K -$69.8K -199 -15%
FF
562
Fluent Financial
Texas
$396K +$2.11K +6 +0.5%
AWM
563
Accurate Wealth Management
Florida
$395K – – –
NP
564
NorthRock Partners
Minnesota
$393K +$365K +1,040 +1,300%
RWP
565
Revolve Wealth Partners
New Jersey
$389K +$702 +2 +0.2%
AA
566
Ashford Advisors
New York
$388K +$271K +4,294 +232%
MG
567
Mather Group
Illinois
$387K – – –
JJBC
568
James J. Burns & Company
New York
$386K – – –
MPW
569
Magnolia Private Wealth
Pennsylvania
$385K – – –
LFA
570
Lauterbach Financial Advisors
Texas
$385K – – –
PWP
571
Principle Wealth Partners
Connecticut
$382K +$134K +383 +54%
PRA
572
Pine Ridge Advisers
New York
$380K – – –
SWM
573
Spire Wealth Management
Virginia
$376K -$111K -315 -23%
IA
574
IFP Advisors
Florida
$375K +$4.21K +12 +1%
AIA
575
Alternative Investment Advisors
Florida
$375K +$1.05K +3 +0.3%
21 22
23
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