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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 %
RT
676
Rockland Trust
Massachusetts
$228K – – –
BHIA
677
Birch Hill Investment Advisors
Massachusetts
$228K – – –
RWM
678
Rezny Wealth Management
Florida
$228K – – –
WJWM
679
Williams Jones Wealth Management
New York
$228K +$228K +650 New
LWM
680
LJI Wealth Management
Indiana
$227K +$227K +647 New
PWMG
681
Private Wealth Management Group
New Jersey
$226K – – –
OIA
682
OneDigital Investment Advisors
Kansas
$223K – – –
SFP
683
SwitchPoint Financial Planning
Utah
$223K – – –
PCFFS
684
Pacific Center for Financial Services
California
$221K – – –
FCAS
685
First Command Advisory Services
Texas
$221K -$17.9K -51 -8%
PIM
686
Penobscot Investment Management
Massachusetts
$220K +$220K +626 New
PCM
687
Parsons Capital Management
Rhode Island
$219K +$219K +625 New
AUB
688
Atlantic Union Bankshares
Virginia
$219K +$219K +624 New
GFL
689
Granite FO LLC
New Hampshire
$215K – – –
PIFP
690
Partners in Financial Planning
Virginia
$214K +$214K +611 New
IC
691
Iconiq Capital
California
$212K +$212K +603 New
CFD
692
Creative Financial Designs
Indiana
$211K +$211K +601 New
Tudor Investment Corp
693
Tudor Investment Corp
Connecticut
$211K +$211K +601 New
DAS
694
Diversify Advisory Services
Utah
$210K +$210K +576 New
WF
695
Wayfinding Financial
Washington
$209K – – –
ACI
696
Alpha Cubed Investments
California
$208K +$208K +594 New
RIL
697
Rothschild Investment LLC
Illinois
$208K – – –
USB
698
Union Savings Bank
Connecticut
$207K – – –
NOI
699
Newton One Investments
Delaware
$205K +$351 +1 +0.2%
MA
700
Mutual Advisors
Nebraska
$204K +$204K +562 New
26 27
28
29 30