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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 %
FEG
101
Fund Evaluation Group
Ohio
$15.3M +$2.21M +6,305 +17%
CAG
102
Crestwood Advisors Group
Massachusetts
$15.2M +$12.6K +36 +0.1%
Citigroup
103
Citigroup
New York
$15.2M +$2.32M +6,614 +18%
HA
104
Hanover Advisors
South Carolina
$14.4M -$316K -900 -2%
AG
105
AlTi Global
New York
$14.1M -$393K -1,121 -3%
TWM
106
Tanager Wealth Management
United Kingdom
$13.8M +$312K +889 +2%
MI
107
Moneywise Inc
Virginia
$13.7M +$770K +2,193 +6%
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$13.3M +$527K +1,481 +4%
Truist Financial
109
Truist Financial
North Carolina
$13.3M +$92.3K +263 +0.7%
IIM
110
Ipswich Investment Management
Massachusetts
$13.3M -$96.9K -276 -0.7%
Brown Advisory
111
Brown Advisory
Maryland
$13.3M -$2.58M -7,342 -16%
KAS
112
Kestra Advisory Services
Texas
$13M -$6.86M -19,553 -34%
CCA
113
Conservest Capital Advisors
Pennsylvania
$13M +$3.51K +10 +0%
FNT
114
First National Trust
Pennsylvania
$12.9M -$839K -2,389 -6%
Creative Planning
115
Creative Planning
Kansas
$12.8M +$57.2K +163 +0.4%
RBC
116
Roble Belko & Company
Pennsylvania
$12.8M -$267K -761 -2%
UB
117
UMB Bank
Missouri
$12.7M -$850K -2,422 -6%
AIM
118
Allen Investment Management
New York
$12.4M – – –
AFI
119
American Family Investments
Wisconsin
$12.1M +$12.1M +34,518 New
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$12.1M +$138K +393 +1%
JWA
121
JFS Wealth Advisors
Pennsylvania
$12M -$126K -358 -1%
CIBC Private Wealth Group
122
CIBC Private Wealth Group
Georgia
$11.3M +$885K +2,520 +9%
BWM
123
BigSur Wealth Management
Florida
$11.1M -$1.16M -3,300 -9%
PCIG
124
Partners Capital Investment Group
Massachusetts
$10.4M -$2.09M -5,964 -17%
JA
125
JVL Associates
Michigan
$10.2M – – –
3 4
5
6 7