IWV icon

iShares Russell 3000 ETF
IWV

Overview Fund Activity

810 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, 210 increasing their positions, 258 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
810
Holders Change
+17
Holders Change %
+2.14%
% of All Funds
10.86%
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
210
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
$572M
2
BlackRock
BlackRock
New York
$421M
3
Morgan Stanley
Morgan Stanley
New York
$451M
4
Ameriprise
Ameriprise
Minnesota
$158M
5
CIA
Concurrent Investment Advisors
Florida
$22.1M

Top Sellers

1
P
Pitcairn
Pennsylvania
$127M
2
GWM
Geneos Wealth Management
Colorado
$45.9M
3
Bank of America
Bank of America
North Carolina
$247M
4
Northern Trust
Northern Trust
Illinois
$369M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$79.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
801
Delos Wealth Advisors
Texas
$9.83K +$9.83K +28 New
MLA
802
MB, Levis & Associates
Pennsylvania
$9.27K – – –
GKIM
803
GW&K Investment Management
Massachusetts
$5K – – –
WCM
804
WealthTrak Capital Management
Virginia
$4.56K – – –
AIA
805
Armor Investment Advisors
North Carolina
$3.86K – – –
MFC
806
Morris Financial Concepts
South Carolina
$3.51K – – –
WWM
807
Wolff Wiese Magana
California
$3.51K – – –
BL
808
BFSG LLC
California
$3.16K – – –
SOS
809
Silver Oak Securities
Tennessee
$1.89K – – –
NRG
810
Nemes Rush Group
Michigan
$351 -$1.05K -3 -75%
SWIG
811
Strategic Wealth Investment Group
Kentucky
$351 +$351 +1 New
PIS
812
POM Investment Strategies
North Carolina
$343 – – –
WI
813
WBI Investments
New Jersey
– -$4.91M -15,459 Closed
AIP
814
Almanack Investment Partners
Pennsylvania
– -$1.69M -5,315 Closed
FSA
815
Financial Services Advisory
Maryland
– -$1.41M -4,432 Closed
TC
816
TownSquare Capital
Utah
– -$1.38M -4,329 Closed
CCMG
817
Clark Capital Management Group
Pennsylvania
– -$1.37M -4,311 Closed
AMBIA
818
Allen Mooney & Barnes Investment Advisors
Georgia
– -$1.34M -4,203 Closed
FCI
819
Financial Counselors Inc
Kansas
– -$1.24M -3,893 Closed
Balyasny Asset Management
820
Balyasny Asset Management
Illinois
– -$959K -3,018 Closed
AWM
821
Aegis Wealth Management
Maryland
– -$874K -2,750 Closed
RAS
822
RPS Advisory Solutions
Kentucky
– -$737K -2,318 Closed
CFP
823
Catalyst Financial Partners
Massachusetts
– -$530K -1,668 Closed
1SAMC
824
12th Street Asset Management Company
Tennessee
– -$497K -1,564 Closed
VF
825
Vawter Financial
Ohio
– -$481K -1,515 Closed
30 31 32
33
34