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iShares Russell 3000 ETF
IWV

Overview Fund Activity

810 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, 210 increasing their positions, 258 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
810
Holders Change
+17
Holders Change %
+2.14%
% of All Funds
10.86%
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
210
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
$572M
2
BlackRock
BlackRock
New York
$421M
3
Morgan Stanley
Morgan Stanley
New York
$451M
4
Ameriprise
Ameriprise
Minnesota
$158M
5
CIA
Concurrent Investment Advisors
Florida
$22.1M

Top Sellers

1
P
Pitcairn
Pennsylvania
$127M
2
GWM
Geneos Wealth Management
Colorado
$45.9M
3
Bank of America
Bank of America
North Carolina
$247M
4
Northern Trust
Northern Trust
Illinois
$369M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$79.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
201
Prime Capital Investment Advisors
Kansas
$4.35M +$298K +848 +7%
BFC
202
Blue Fin Capital
Rhode Island
$4.31M +$4.31M +12,285 New
OSAM
203
O'Shaughnessy Asset Management
Connecticut
$4.21M -$77.6K -221 -2%
HF
204
HRT Financial
New York
$4.1M +$1.71M +4,866 +71%
CCB
205
Country Club Bank
Missouri
$4.05M -$39.5K -113 -1%
SFA
206
Sequoia Financial Advisors
Ohio
$4.02M -$400K -1,139 -9%
TFCP
207
Twin Focus Capital Partners
Massachusetts
$3.99M -$56.2K -160 -1%
CWM
208
Chesapeake Wealth Management
Virginia
$3.91M -$177K -504 -4%
FHC
209
First Heartland Consultants
Missouri
$3.83M -$5.37M -15,299 -58%
SWP
210
Stratos Wealth Partners
Ohio
$3.82M -$112K -319 -3%
SWA
211
Sax Wealth Advisors
New Jersey
$3.75M +$232K +660 +7%
SPP
212
Single Point Partners
Massachusetts
$3.74M +$172K +490 +5%
MFA
213
McClarren Financial Advisors
Pennsylvania
$3.7M +$1.2M +3,411 +48%
C
214
Certuity
Florida
$3.65M +$7.02K +20 +0.2%
EH
215
Equitable Holdings
New York
$3.62M +$214K +611 +6%
ZF
216
Zhang Financial
Michigan
$3.6M -$31.2K -89 -0.9%
Susquehanna International Group
217
Susquehanna International Group
Pennsylvania
$3.57M +$2.85M +8,120 +394%
BPA
218
Beacon Pointe Advisors
California
$3.54M -$97.6K -278 -3%
Natixis Advisors
219
Natixis Advisors
Massachusetts
$3.53M +$3.53M +10,055 New
IIM
220
Ironwood Investment Management
Massachusetts
$3.5M +$66.3K +189 +2%
WT
221
Washington Trust
Rhode Island
$3.5M -$12.3K -35 -0.4%
SCM
222
Sterling Capital Management
North Carolina
$3.47M -$943K -2,686 -21%
SHGA
223
Sand Hill Global Advisors
California
$3.46M -$9.13K -26 -0.3%
AA
224
Alesco Advisors
New York
$3.37M – – –
WCM
225
Wealthcare Capital Management
Virginia
$3.3M -$432K -1,230 -12%
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