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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 %
SCM
1
SCS Capital Management
Massachusetts
$658M -$9.54M -27,189 -1%
Goldman Sachs
2
Goldman Sachs
New York
$572M +$249M +710,119 +77%
Morgan Stanley
3
Morgan Stanley
New York
$451M +$43.6M +124,212 +11%
BlackRock
4
BlackRock
New York
$421M +$99.7M +283,979 +31%
Northern Trust
5
Northern Trust
Illinois
$369M -$28.6M -81,431 -7%
Bank of America
6
Bank of America
North Carolina
$247M -$32M -91,212 -11%
UMC
7
UNC Management Company
North Carolina
$203M +$529K +1,506 +0.3%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$188M -$13.8M -39,227 -7%
LPL Financial
9
LPL Financial
California
$176M -$382K -1,089 -0.2%
Ameriprise
10
Ameriprise
Minnesota
$158M +$21.8M +61,982 +16%
UBS Group
11
UBS Group
Switzerland
$149M -$4.41M -12,553 -3%
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$128M +$147K +418 +0.1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$128M +$15.5M +44,221 +14%
P
14
Pitcairn
Pennsylvania
$127M -$61.4M -174,828 -33%
EK
15
Evensky & Katz
Florida
$127M -$1.53M -4,360 -1%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$122M +$5.01M +14,277 +4%
HighTower Advisors
17
HighTower Advisors
Illinois
$107M -$1.6M -4,552 -1%
Lido Advisors
18
Lido Advisors
California
$106M +$2.32M +6,613 +2%
TF
19
TLWM Financial
Texas
$103M -$498K -1,418 -0.5%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$98.8M +$20.7M +58,986 +27%
Wells Fargo
21
Wells Fargo
California
$92.9M -$2.57M -7,330 -3%
ST
22
Sentinel Trust
Texas
$86.8M -$2.01M -5,715 -2%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$82.3M +$7.95M +22,641 +11%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$79.4M -$25.5M -72,754 -24%
William Blair & Company
25
William Blair & Company
Illinois
$69.6M -$335K -955 -0.5%
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