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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 %
AFG
601
Altiora Financial Group
Ohio
$339K – – –
CC
602
Cornerstone Capital
California
$337K -$82.5K -235 -20%
RFC
603
Regions Financial Corp
Alabama
$336K – – –
HI
604
Harbour Investments
Wisconsin
$334K – – –
MFG
605
Merit Financial Group
Georgia
$330K +$74.7K +213 +29%
PIA
606
Perennial Investment Advisors
California
$323K -$46.7K -133 -13%
TNB
607
Thomasville National Bank
Georgia
$323K – – –
PC
608
Promus Capital
Illinois
$322K – – –
TPF
609
Tribridge Partners Financial
Maryland
$322K +$322K +918 New
RMCM
610
Reynders McVeigh Capital Management
Massachusetts
$316K -$70.1K -200 -18%
DIA
611
Davidson Investment Advisors
Montana
$316K – – –
EA
612
Eclectic Associates
California
$315K -$23.9K -68 -7%
AF
613
Advisornet Financial
Minnesota
$313K +$702 +2 +0.2%
FP
614
Fiduciary Planning
Florida
$308K +$702 +2 +0.2%
TW
615
TritonPoint Wealth
Maryland
$308K +$18.3K +52 +6%
SCM
616
Schnieders Capital Management
California
$303K – – –
LFA
617
Legacy Financial Advisors
Kentucky
$298K – – –
SL
618
Salomon & Ludwin
Virginia
$298K -$31.1K -88 -9%
SG
619
StoneX Group
New York
$295K +$16.2K +46 +6%
GWSG
620
GPS Wealth Strategies Group
Colorado
$289K -$17.9K -51 -6%
TR
621
Tepp RIA
New Jersey
$287K -$85.6K -244 -23%
BPW
622
Bingham Private Wealth
California
$287K – – –
FF
623
Francis Financial
$282K – – –
ABWM
624
Alpine Bank Wealth Management
Colorado
$281K – – –
FTWA
625
Fifth Third Wealth Advisors
Ohio
$277K -$179K -510 -39%
23 24
25
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