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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 %
NFG
76
Nations Financial Group
Iowa
$23.8M -$17.6K -50 -0.1%
SIM
77
Strategic Investment Management
Virginia
$22.5M -$20.4M -58,010 -47%
JIC
78
Johnson Investment Counsel
Ohio
$22.4M +$139K +397 +0.6%
SP
79
Stairway Partners
Illinois
$22.2M -$675K -1,924 -3%
CIA
80
Concurrent Investment Advisors
Florida
$22.1M +$21.7M +61,949 +6,079%
TW
81
Trajan Wealth
Arizona
$22M -$2.93M -8,347 -12%
TI
82
Truepoint Inc
Ohio
$21M -$7.37K -21 -0%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$20.9M -$340K -953 -2%
EP
84
EPIQ Partners
Minnesota
$20.8M +$683K +1,947 +3%
DPI
85
Diversified Portfolios Inc
Michigan
$20.3M +$1.42M +4,057 +8%
CFG
86
Citizens Financial Group
Rhode Island
$20.3M -$1.33M -3,792 -6%
CFGF
87
Compass Financial Group (Florida)
Florida
$20M -$52.3K -149 -0.3%
WTC
88
WhitTier Trust Company
Nevada
$19.5M -$352K -1,002 -2%
SEM
89
Strategic Equity Management
Arizona
$19.4M +$907K +2,583 +5%
WA
90
Wealthstream Advisors
New York
$18.9M – – –
BCM
91
Brookstone Capital Management
Illinois
$18.7M -$1.68M -4,798 -8%
Cerity Partners
92
Cerity Partners
New York
$18.1M -$1.72M -4,905 -9%
MAWA
93
Moss Adams Wealth Advisors
Washington
$18M +$3.79M +10,787 +27%
FMWA
94
Forvis Mazars Wealth Advisors
Missouri
$17.9M -$184K -524 -1%
OBWP
95
O'Brien Wealth Partners
Massachusetts
$17.8M -$103K -293 -0.6%
FHA
96
First Horizon Advisors
Tennessee
$17.2M +$1.88M +5,354 +12%
BL
97
Balentine LLC
Georgia
$17.2M +$45.3K +129 +0.3%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$17.2M -$350K -998 -2%
KPWM
99
KDK Private Wealth Management
Texas
$15.7M +$13.7K +39 +0.1%
UCFA
100
United Capital Financial Advisors
Texas
$15.4M -$265K -755 -2%
2 3
4
5 6