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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 %
OSAM
201
O'Shaughnessy Asset Management
Connecticut
$3.88M -$2.23M -7,031 -37%
CCB
202
Country Club Bank
Missouri
$3.7M -$88.8K -281 -2%
CWM
203
Chesapeake Wealth Management
Virginia
$3.7M -$132K -417 -3%
PCIA
204
Prime Capital Investment Advisors
Kansas
$3.67M -$7.62K -24 -0.2%
TFCP
205
Twin Focus Capital Partners
Massachusetts
$3.66M -$278K -875 -7%
SWP
206
Stratos Wealth Partners
Ohio
$3.56M -$88.9K -280 -2%
CRWM
207
Castle Rock Wealth Management
California
$3.54M -$729K -2,291 -17%
Citadel Advisors
208
Citadel Advisors
Florida
$3.53M +$3.53M +11,127 New
AWS
209
Atria Wealth Solutions
New York
$3.43M -$171K -538 -5%
WCM
210
Wealthcare Capital Management
Virginia
$3.37M +$201K +633 +6%
MFA
211
McClarren Financial Advisors
Pennsylvania
$3.34M +$3.34M +7,133 New
C
212
Certuity
Florida
$3.3M +$6.35K +20 +0.2%
BPA
213
Beacon Pointe Advisors
California
$3.29M -$4.77M -15,029 -59%
ZF
214
Zhang Financial
Michigan
$3.29M -$164K -515 -5%
JFG
215
JMG Financial Group
Illinois
$3.27M – – –
SPP
216
Single Point Partners
Massachusetts
$3.23M +$2.22K +7 +0.1%
SWA
217
Sax Wealth Advisors
New Jersey
$3.18M +$145K +455 +5%
WT
218
Washington Trust
Rhode Island
$3.18M +$1.27K +4 +0%
SHGA
219
Sand Hill Global Advisors
California
$3.14M -$15.9K -50 -0.5%
IIM
220
Ironwood Investment Management
Massachusetts
$3.11M -$4.77K -15 -0.2%
EH
221
Equitable Holdings
New York
$3.08M -$206K -649 -6%
Prudential Financial
222
Prudential Financial
New Jersey
$3.07M -$1.08M -3,400 -26%
AA
223
Alesco Advisors
New York
$3.05M +$3.81K +12 +0.1%
FWMP
224
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3M – – –
FWIA
225
Fort Washington Investment Advisors
Ohio
$2.98M -$9.21K -29 -0.3%
7 8
9
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