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iShares Russell 3000 ETF
IWV

Overview Fund Activity

812 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, 212 increasing their positions, 258 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
812
Holders Change
+18
Holders Change %
+2.27%
% of All Funds
10.88%
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
212
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 %
TSMHT
801
Thurston Springer Miller Herd & Titak
Indiana
$10.8K – – –
GEA
802
Glen Eagle Advisors
New Jersey
$10.5K – – –
DWA
803
Delos Wealth Advisors
Texas
$9.83K +$9.83K +28 New
MLA
804
MB, Levis & Associates
Pennsylvania
$9.27K – – –
GKIM
805
GW&K Investment Management
Massachusetts
$5K – – –
WCM
806
WealthTrak Capital Management
Virginia
$4.56K – – –
AIA
807
Armor Investment Advisors
North Carolina
$3.86K – – –
WWM
808
Wolff Wiese Magana
California
$3.51K – – –
MFC
809
Morris Financial Concepts
South Carolina
$3.51K – – –
BL
810
BFSG LLC
California
$3.16K – – –
SOS
811
Silver Oak Securities
Tennessee
$1.89K – – –
NRG
812
Nemes Rush Group
Michigan
$351 -$1.05K -3 -75%
SWIG
813
Strategic Wealth Investment Group
Kentucky
$351 +$351 +1 New
PIS
814
POM Investment Strategies
North Carolina
$343 – – –
WI
815
WBI Investments
New Jersey
– -$4.91M -15,459 Closed
AIP
816
Almanack Investment Partners
Pennsylvania
– -$1.69M -5,315 Closed
FSA
817
Financial Services Advisory
Maryland
– -$1.41M -4,432 Closed
TC
818
TownSquare Capital
Utah
– -$1.38M -4,329 Closed
CCMG
819
Clark Capital Management Group
Pennsylvania
– -$1.37M -4,311 Closed
AMBIA
820
Allen Mooney & Barnes Investment Advisors
Georgia
– -$1.34M -4,203 Closed
FCI
821
Financial Counselors Inc
Kansas
– -$1.24M -3,893 Closed
Balyasny Asset Management
822
Balyasny Asset Management
Illinois
– -$959K -3,018 Closed
AWM
823
Aegis Wealth Management
Maryland
– -$874K -2,750 Closed
RAS
824
RPS Advisory Solutions
Kentucky
– -$737K -2,318 Closed
CFP
825
Catalyst Financial Partners
Massachusetts
– -$530K -1,668 Closed
31 32
33
34 35