IWV icon

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 %
TW
76
Trajan Wealth
Arizona
$22.5M +$111K +349 +0.5%
FF
77
Finley Financial
Nevada
$22.3M -$46.6K -148 -0.2%
NFG
78
Nations Financial Group
Iowa
$21.6M -$864K -2,721 -4%
SC
79
Savant Capital
Illinois
$21.4M +$24.8K +78 +0.1%
SP
80
Stairway Partners
Illinois
$20.7M -$140K -440 -0.7%
JIC
81
Johnson Investment Counsel
Ohio
$20.1M +$235K +741 +1%
CFG
82
Citizens Financial Group
Rhode Island
$19.5M +$2.57M +8,081 +15%
TI
83
Truepoint Inc
Ohio
$19M -$4.77K -15 -0%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$18.9M -$75K -236 -0.4%
KeyBank National Association
85
KeyBank National Association
Ohio
$18.9M +$9.66M +30,419 +105%
BCM
86
Brookstone Capital Management
Illinois
$18.4M -$1.64M -5,150 -8%
EP
87
EPIQ Partners
Minnesota
$18.2M +$1.29M +4,055 +8%
CFGF
88
Compass Financial Group (Florida)
Florida
$18.2M -$28.9K -91 -0.2%
KAS
89
Kestra Advisory Services
Texas
$18M +$163K +512 +0.9%
WTC
90
WhitTier Trust Company
Nevada
$18M +$32.7K +103 +0.2%
Cerity Partners
91
Cerity Partners
New York
$18M -$1.48M -4,652 -8%
WA
92
Wealthstream Advisors
New York
$17.1M -$42.2K -133 -0.2%
DPI
93
Diversified Portfolios Inc
Michigan
$17.1M -$27.3K -86 -0.2%
CJH
94
Christopher J. Hasenberg
Wisconsin
$16.9M -$1.07M -3,347 -6%
SEM
95
Strategic Equity Management
Arizona
$16.7M +$731K +2,300 +5%
FMWA
96
Forvis Mazars Wealth Advisors
Missouri
$16.4M -$667K -2,101 -4%
OBWP
97
O'Brien Wealth Partners
Massachusetts
$16.2M -$87.7K -276 -0.5%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$15.9M -$323K -1,017 -2%
BL
99
Balentine LLC
Georgia
$15.6M +$40K +126 +0.3%
Brown Advisory
100
Brown Advisory
Maryland
$14.3M +$2.49M +7,850 +21%
2 3
4
5 6