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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 %
SCM
626
Sebold Capital Management
Illinois
$275K -$6.32K -18 -2%
FFG
627
Frisch Financial Group
New York
$275K – – –
SWM
628
Silverlake Wealth Management
Vermont
$275K – – –
PFG
629
Prosperity Financial Group
California
$275K – – –
BIAS
630
Beacon Investment Advisory Services
New Jersey
$273K – – –
SPFA
631
Summit Place Financial Advisors
New Jersey
$272K – – –
Thrivent Financial for Lutherans
632
Thrivent Financial for Lutherans
Minnesota
$272K +$701 +2 +0.3%
AIM
633
AHL Investment Management
Florida
$270K – – –
HW
634
Hancock Whitney
Mississippi
$270K +$270K +768 New
T. Rowe Price Associates
635
T. Rowe Price Associates
Maryland
$269K – – –
AIM
636
Anchor Investment Management
South Carolina
$269K +$351 +1 +0.1%
CASB
637
Cape Ann Savings Bank
Massachusetts
$265K – – –
RWB
638
RMR Wealth Builders
New Jersey
$265K +$351 +1 +0.1%
RAG
639
RIA Advisory Group
Iowa
$263K -$2.81K -8 -1%
BWP
640
Burling Wealth Partners
Illinois
$263K – – –
VHAM
641
Van Hulzen Asset Management
California
$260K -$17.9K -51 -6%
MAG
642
M3 Advisory Group
Massachusetts
$259K +$259K +738 New
HR
643
Howe & Rusling
New York
$259K -$59.3K -169 -19%
IAG
644
Investmark Advisory Group
Connecticut
$258K – – –
AA
645
Auxano Advisors
Washington
$258K – – –
SC
646
Sapient Capital
Indiana
$258K – – –
CFS
647
Cannon Financial Strategists
Georgia
$254K – – –
SFC
648
Strategic Financial Concepts
Texas
$251K -$7.02K -20 -3%
FHA
649
Flagship Harbor Advisors
Massachusetts
$250K – – –
LWCFA
650
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$249K – – –
24 25
26
27 28