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iShares Russell 3000 ETF
IWV

Overview Fund Activity

805 hedge funds and large institutions have $8.93B invested in iShares Russell 3000 ETF in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 208 increasing their positions, 257 reducing their positions, and 37 closing their positions.

Holders
805
Holders Change
+12
Holders Change %
+1.51%
% of All Funds
10.81%
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
208
Reduced
257
Closed
37
Calls
$2.74M
Puts
–
Net Calls
+$2.74M
Net Calls Change
+$38K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$572M
2
BlackRock
2
BlackRock
New York
$421M
3
Morgan Stanley
3
Morgan Stanley
New York
$451M
4
Ameriprise
4
Ameriprise
Minnesota
$158M
5
CIA
5
Concurrent Investment Advisors
Florida
$22.1M

Top Sellers

1
P
1
Pitcairn
Pennsylvania
$127M
2
GWM
2
Geneos Wealth Management
Colorado
$45.9M
3
Bank of America
3
Bank of America
North Carolina
$247M
4
Northern Trust
4
Northern Trust
Illinois
$369M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$79.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$35.6M 101,282 -18,666 -16%
PPC
52
Pennington Partners & Co
Maryland
$34.7M 98,726 -3,555 -3%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$33.7M 96,098 +1,528 +2%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$33.7M 96,571 +11,477 +13%
WANY
55
Wealthspire Advisors (New York)
New York
$33.5M 95,528 -6 -0%
WPW
56
Waldron Private Wealth
Pennsylvania
$32.5M 92,577 +493 +0.5%
Mariner
57
Mariner
Kansas
$32.5M 92,462 +3,152 +4%
Comerica Bank
58
Comerica Bank
Texas
$31.9M 90,958 -444 -0.5%
HFS
59
Hantz Financial Services
Michigan
$31.9M 90,886 -4,018 -4%
AAS
60
Avantax Advisory Services
Texas
$30.7M 87,409 -164 -0.2%
US Bancorp
61
US Bancorp
Minnesota
$30.2M 86,029 -1,721 -2%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$30M 85,524 +5,976 +8%
PWA
63
Provenance Wealth Advisors
Florida
$29.5M 84,043 -3,562 -4%
BJL
64
Brighton Jones LLC
Washington
$29.3M 83,353 +1,218 +1%
HWM
65
HB Wealth Management
Georgia
$29M 82,501 +102 +0.1%
Corient Private Wealth
66
Corient Private Wealth
Florida
$28.9M 217,591 -37,819 -15%
GDP
67
Great Diamond Partners
Maine
$27.5M 78,284 +728 +0.9%
BF
68
Brooklyn FI
New York
$27.1M 77,290 +1,295 +2%
TWM
69
Tanglewood Wealth Management
Texas
$26.5M 75,462 -14,547 -16%
PS
70
Portfolio Strategies
New York
$26.3M 75,077 -12,273 -14%
TIAA Trust, National Association
71
TIAA Trust, National Association
North Carolina
$26.1M 74,331 -29,684 -29%
EFG
72
Embree Financial Group
Illinois
$25.2M 71,754 -662 -0.9%
FF
73
Finley Financial
Nevada
$24.7M 70,441 -283 -0.4%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$24.6M 70,182 -3,164 -4%
SC
75
Savant Capital
Illinois
$23.9M 68,033 +700 +1%
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