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iShares Russell 3000 ETF
IWV

Overview Fund Activity

793 hedge funds and large institutions have $7.97B invested in iShares Russell 3000 ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 209 increasing their positions, 267 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
793
Holders Change
-51
Holders Change %
-6.04%
% of All Funds
10.77%
Holding in Top 10
50
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.79%
% of All Funds
0.68%
New
39
Increased
209
Reduced
267
Closed
67
Calls
$5.11M
Puts
$2.41M
Net Calls
+$2.7M
Net Calls Change
-$1.18M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$292M
2
SCM
SCS Capital Management
Massachusetts
$604M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$70.7M
4
BC
Bricktown Capital
Michigan
$45.5M
5
BlackRock
BlackRock
New York
$291M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$9.04M
2
Bank of America
Bank of America
North Carolina
$252M
3
CA
CSM Advisors
Pennsylvania
$0
4
IAA
Independent Advisor Alliance
North Carolina
$0
5
Ameriprise
Ameriprise
Minnesota
$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
51
IEQ Capital
California
$37.8M +$10.3M +32,491 +38%
CAM
52
Cresset Asset Management
Illinois
$37.7M +$4.29M +13,502 +13%
CG
53
Caprock Group
Idaho
$35.1M +$1.53M +4,818 +5%
TIAA Trust, National Association
54
TIAA Trust, National Association
North Carolina
$33M -$12.1M -37,977 -27%
PPC
55
Pennington Partners & Co
Maryland
$32.5M -$314K -989 -1%
CA
56
Clearstead Advisors
Ohio
$31.9M +$2.18M +6,878 +7%
WANY
57
Wealthspire Advisors (New York)
New York
$30.3M +$15.1M +47,626 +99%
HFS
58
Hantz Financial Services
Michigan
$30.1M -$1.57M -4,932 -5%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$30M +$1.94M +6,118 +7%
WPW
60
Waldron Private Wealth
Pennsylvania
$29.2M +$174K +548 +0.6%
Comerica Bank
61
Comerica Bank
Texas
$29M -$1.41M -4,434 -5%
TWM
62
Tanglewood Wealth Management
Texas
$28.6M -$2.62M -8,244 -8%
Mariner
63
Mariner
Kansas
$28.4M +$2.89M +9,090 +11%
US Bancorp
64
US Bancorp
Minnesota
$27.9M -$559K -1,759 -2%
PWA
65
Provenance Wealth Advisors
Florida
$27.8M -$67.3K -212 -0.2%
AAS
66
Avantax Advisory Services
Texas
$27.8M +$8.77M +27,623 +46%
PS
67
Portfolio Strategies
New York
$27.7M -$1.37M -4,301 -5%
Jones Financial Companies
68
Jones Financial Companies
Missouri
$26.9M -$8.74M -27,669 -25%
HWM
69
HB Wealth Management
Georgia
$26.2M -$612K -1,928 -2%
BJL
70
Brighton Jones LLC
Washington
$26.1M -$1.05M -3,308 -4%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$25.3M -$12.5M -39,297 -33%
GDP
72
Great Diamond Partners
Maine
$24.6M -$906K -2,852 -4%
BF
73
Brooklyn FI
New York
$24.3M +$1.15M +3,590 +5%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$23.3M -$81K -255 -0.3%
EFG
75
Embree Financial Group
Illinois
$23M -$292K -919 -1%
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