iShares Russell 3000

IWV • ARCA

iShares Russell 3000 is an exchange-traded fund on ARCA. As of Q3 2025, 812 institutional investors hold shares in this ETF, with total holdings valued at $9.6B. SCS Capital Management LLC is the largest holder with a position valued at $707.3M.

Overview

Overview of institutional ownership in IWV as of Q3 2025

All Institutions

Institutions: 812
Value Held: $9.6B
Shares Held: 25.4M
Avg Position: $11.9M
Median Position: $1.0M

Hedge Funds

Hedge Funds: 6
Value Held: $47.3M
Shares Held: 124.8K
Avg Position: $7.9M
Median Position: $1.7M

Biggest Investors

Institutions with the largest positions in IWV as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
SCS Capital Management LLC RIA/Wealth	Antony James Abbiati CEO	$707.3M 7.71% of portfolio	1.9M shares	≤ Q2 2013 Held for 12y 5m+	$9.2B
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$546.7M 0.08% of portfolio	1.4M shares	≤ Q2 2013 Held for 12y 5m+	$691.34B
B BlackRock, Inc. Institution	-	$524.0M 0.01% of portfolio	1.4M shares	Q4 2015 Held for 9y 11m	$5.67T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$496.4M 0.03% of portfolio	1.3M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$386.1M 0.05% of portfolio	1.0M shares	≤ Q2 2013 Held for 12y 5m+	$782.01B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$248.2M 0.02% of portfolio	654.9K shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
U UNC Management Company, Inc. Institution	-	$199.1M 22.39% of portfolio	525.3K shares	Q1 2024 Held for 1y 8m	$889.0M
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$196.1M 0.01% of portfolio	517.6K shares	≤ Q2 2013 Held for 12y 5m+	$1.56T
L LPL Financial LLC Institution	-	$194.4M 0.06% of portfolio	512.9K shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$151.4M 0.03% of portfolio	399.7K shares	≤ Q2 2013 Held for 12y 5m+	$433.11B

Net Capital Flow

Institutional buying and selling activity for IWV in Q3 2025

Traded: −$20.9M
Buyers: 251
Sellers: 307
Total Bought: +$338.5M
Total Sold: −$359.4M
Avg Position: $11.4M

Biggest Buyers

Institution	Net Bought	Current Position
B BlackRock, Inc. Institution	+$69.0M +182.1K shares	$524.0M 1.4M shares
FMR LLC Institution	+$43.5M +114.8K shares	$150.1M 396.2K shares
Cetera Investment Advisers RIA/Wealth	+$24.7M +65.2K shares	$61.1M 161.3K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$21.7M +57.3K shares	$30.8M 81.3K shares
B Brevan Howard Capital Management LP Institution	+$15.8M +41.9K shares	$15.8M 41.9K shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	+$14.7M +38.9K shares	$103.5M 273.2K shares
MORGAN STANLEY RIA/Wealth	+$9.6M +25.2K shares	$496.4M 1.3M shares
IEQ CAPITAL, LLC RIA/Wealth	+$8.4M +22.3K shares	$65.0M 171.6K shares
Bricktown Capital, LLC Insurance Manager	+$8.3M +22.0K shares	$76.0M 200.5K shares
HighTower Advisors, LLC RIA/Wealth	+$6.3M +16.7K shares	$121.6M 320.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
GOLDMAN SACHS GROUP INC Institution	−$70.3M −185.6K shares	$546.7M 1.4M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$24.0M −63.4K shares	$33.1M 87.3K shares
L Laurel Wealth Advisors LLC RIA/Wealth	−$20.3M −57.9K shares	Sold Off 0 shares
U UNC Management Company, Inc. Institution	−$20.2M −53.3K shares	$199.1M 525.3K shares
AMERIPRISE FINANCIAL INC Institution	−$19.3M −50.8K shares	$151.4M 399.7K shares
BANK OF AMERICA CORP /DE/ Institution	−$18.3M −48.3K shares	$248.2M 654.9K shares
NORTHERN TRUST CORP Institution	−$12.1M −31.9K shares	$386.1M 1.0M shares
HPM Partners LLC RIA/Wealth	−$11.3M −29.8K shares	$8.3M 21.9K shares
UBS Group AG Institution	−$11.0M −29.0K shares	$150.3M 396.8K shares
R ROYAL BANK OF CANADA Institution	−$8.8M −23.2K shares	$23.6M 62.4K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IWV in Q3 2025

New Positions: 22
New Value: $33.1M
Exited Positions: 31
Exited Value: $39.8M

New Positions

Institution	Position Value
B Brevan Howard Capital Management LP Institution	$15.8M 41.9K shares
KLINGENSTEIN FIELDS & CO LLC RIA/Wealth	$5.6M 14.9K shares
Savvy Advisors, Inc. RIA/Wealth	$4.8M 12.7K shares
M Mosaic Advisors LLC Family Office	$3.3M 8.7K shares
WJ Financial Advisors LLC RIA/Wealth	$428.6K 1.1K shares
R Root Financial Partners, LLC RIA/Wealth	$362.6K 957.0 shares
Linden Thomas Advisory Services, LLC RIA/Wealth	$249.7K 659.0 shares
Berman McAleer LLC RIA/Wealth	$239.5K 632.0 shares
V von Borstel & Associates, Inc. RIA/Wealth	$221.3K 584.0 shares
BURNEY CO/ RIA/Wealth	$214.5K 566.0 shares

Exited Positions

Institution	Previous Position
L Laurel Wealth Advisors LLC RIA/Wealth	$20.3M 57.9K shares
T Tower Research Capital LLC Institution	$7.0M 20.1K shares
Symphony Financial, Ltd. Co. RIA/Wealth	$1.4M 3.9K shares
SRS Capital Advisors, Inc. RIA/Wealth	$1.3M 3.7K shares
G GTS SECURITIES LLC Institution	$1.2M 3.5K shares
H HSBC HOLDINGS PLC Institution	$958.2K 2.7K shares
Sargent Investment Group, LLC RIA/Wealth	$875.3K 2.4K shares
Moran Wealth Management, LLC RIA/Wealth	$854.0K 2.4K shares
Houlihan Financial Resource Group, Ltd. RIA/Wealth	$815.7K 2.3K shares
C Cyndeo Wealth Partners, LLC RIA/Wealth	$809.1K 2.3K shares

Options Activity

Institutions with the largest Call and Put options positions in IWV as of Q3 2025

Call Positions: 3
Call Value: $8.3M
Put Positions: 1
Put Value: $1.8M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$5.4M 143.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.9M 49.0 contracts
J JANE STREET GROUP, LLC Institution	$1.1M 28.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.8M 47.0 contracts

Most Committed Institutions

Institutions with IWV as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
U UNC Management Company, Inc. Institution	-	22.39% $199.1M	525.3K shares	Q1 2024 Held for 1y 8m	$889.0M
TLWM RIA/Wealth	Enzo Thomas Pellegrino CCO	20.12% $111.9M	295.3K shares	Q4 2017 Held for 7y 11m	$556.4M
W Wind River Trust Co Institution	-	17.55% $47.0M	124.0K shares	Q4 2013 Held for 11y 11m	$267.9M
P PENNINGTON PARTNERS & CO., LLC Family Office	Brian Richard Gaister CEO	17.52% $37.0M	97.5K shares	Q4 2024 Held for 11 months	$210.9M
K KDK Private Wealth Management, LLC RIA/Wealth	Deon Maryann Blaney Managing Partner	17.15% $16.9M	44.7K shares	Q4 2024 Held for 11 months	$98.7M
STRATEGIC INVESTMENT MANAGEMENT, LLC Fund of Funds	Nicole Wellmann Kraus CEO	12.81% $23.7M	62.5K shares	≤ Q2 2013 Held for 12y 5m+	$184.9M
Finley Financial, LLC RIA/Wealth	Laura Marie Finley Owner	12.69% $27.4M	72.4K shares	Q4 2024 Held for 11 months	$216.1M
Bricktown Capital, LLC Insurance Manager	Waymond Eli Harris President	12.52% $76.0M	200.5K shares	Q1 2025 Held for 8 months	$607.0M
EPIQ PARTNERS, LLC RIA/Wealth	Bruce Jeffrey Langer CEO	11.04% $22.7M	59.8K shares	Q4 2019 Held for 5y 11m	$205.1M
S SENTINEL TRUST CO LBA Institution	-	10.29% $92.6M	244.4K shares	Q3 2014 Held for 11y 2m	$900.2M

Hedge Fund Spotlight

Discover hedge funds investing in IWV

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Gary Kabiller

Portfolio Value: $156.17B
Positions: 3,453
Last Reported: Q3 2025

Sector Allocation

Position in iShares Russell 3000

Market Value: $30.8M
Shares Held: 81.3K
Portfolio Weight: 0.02%
Owned Since: 2024-Q1

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$4.1B	2.62%
2 Microsoft MSFT	Software - Infrastructure Technology	$3.2B	2.05%
3 Apple AAPL	Consumer Electronics Technology	$2.8B	1.76%