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iShares Russell 3000 ETF
IWV

Overview Fund Activity

794 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, 210 increasing their positions, 267 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
-51
Holders Change %
-6.04%
% of All Funds
10.79%
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
210
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
+$92M
2
SCM
SCS Capital Management
Massachusetts
+$50M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.9M
4
BC
Bricktown Capital
Michigan
+$45.5M
5
BlackRock
BlackRock
New York
+$39.6M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$116M
2
Bank of America
Bank of America
North Carolina
-$71.2M
3
CA
CSM Advisors
Pennsylvania
-$62.4M
4
IAA
Independent Advisor Alliance
North Carolina
-$27.3M
5
Ameriprise
Ameriprise
Minnesota
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
176
Cedar Wealth Management
California
$4.9M +$135K +425 +3%
AWM
177
Aries Wealth Management
Maine
$4.86M – – –
WHCFA
178
William Howard & Co Financial Advisors
Tennessee
$4.73M -$361K -1,137 -7%
WAG
179
Winthrop Advisory Group
Massachusetts
$4.73M -$1.44M -4,533 -23%
CAM
180
Cozad Asset Management
Illinois
$4.62M – – –
IDA
181
Intelligence Driven Advisers
California
$4.57M -$162K -510 -3%
VFA
182
Valeo Financial Advisors
Indiana
$4.55M – – –
EWA
183
EP Wealth Advisors
California
$4.49M -$290K -913 -6%
NL
184
NEPC LLC
Massachusetts
$4.48M +$4.48M +14,117 New
CA
185
Cambridge Associates
Massachusetts
$4.47M – – –
MLFP
186
MPS Loria Financial Planners
Illinois
$4.45M -$650K -2,047 -13%
SFS
187
Sowell Financial Services
Arkansas
$4.44M +$201K +632 +5%
AWA
188
Aquire Wealth Advisors
Utah
$4.41M +$6.04K +19 +0.1%
SQA
189
Simon Quick Advisors
New Jersey
$4.41M +$645K +2,030 +17%
NA
190
NewEdge Advisors
Louisiana
$4.36M +$46.4K +146 +1%
MML Investors Services
191
MML Investors Services
Massachusetts
$4.26M -$405K -1,275 -9%
LC
192
Lindbrook Capital
California
$4.23M +$611K +1,923 +17%
SB
193
Simmons Bank
Arkansas
$4.22M -$241K -758 -5%
X
194
Xponance
Pennsylvania
$4.21M +$1.33M +4,178 +46%
LFS
195
Lutz Financial Services
Nebraska
$4.21M -$287K -905 -6%
GP
196
Greenline Partners
New York
$4.21M – – –
MPPLM
197
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.16M +$202K +637 +5%
FPAS
198
Focus Partners Advisor Solutions
Missouri
$4.01M +$1.02M +3,200 +34%
SFA
199
Sequoia Financial Advisors
Ohio
$4M +$3.12M +9,837 +357%
SCM
200
Sterling Capital Management
North Carolina
$4M +$108K +340 +3%
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