ISHARES RUSSELL 3000 ETF (IWV) Institutional Ownership Changes & 13F Activity

ISHARES RUSSELL 3000 ETF (IWV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Gallagher Fiduciary Advisors, Llc, American Family Investments, Inc., Ameriprise Financial Inc, Goldman Sachs Group Inc, and Bank Of America Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Anchor Investment Management, LlcSell-14-1.9%742$316.36KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcSell-5-0.1%8,662$3.69MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+1+0.2%423$180.22KQ2 2026Sep 04, 2026
Citadel Advisors LlcSell-19,460-95.1%1,008$429.81KQ2 2026Sep 02, 2026
Alternative Investment Advisors, Llc.Sell-240-22.4%832$354.83KQ2 2026Aug 31, 2026
Corient Private Wealth LlcSell-9,860-4.4%216,236$92.20MQ2 2026Aug 27, 2026
Rehmann Capital Advisory GroupBuy+5+0.3%1,553$662.27KQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-33,445-12.1%242,291$103.31MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+193+6.8%3,024$1.29MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-15,595-11.0%125,851$53.66MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+7373$31.07KQ2 2026Aug 18, 2026
American Family Investments, Inc.Buy+783,688+92.9%1,627,426$693.93MQ2 2026Aug 17, 2026
Blue Edge Capital, LlcBuy+2,3442,344$999.48KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+764+6.7%12,133$5.17MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-424-1.0%41,483$17.70MQ2 2026Aug 17, 2026
Proficio Capital Partners LlcSell-384-0.3%143,298$61.10MQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+64+1.9%3,454$1.47MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcSell-21-0.4%4,742$2.02MQ2 2026Aug 17, 2026
Gallagher Fiduciary Advisors, LlcSell-963,475-99.7%2,517$1.07MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+405,547405,547$172.96MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+258,265+15.2%1,960,068$835.77MQ2 2026Aug 14, 2026
Bank Of America CorpSell-243,489-26.4%680,045$289.97MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+30,636+50.2%91,682$39.09MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+27,160+22.1%149,816$63.88MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+22,37022,370$9.54MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+18,83718,837$8.03MQ2 2026Aug 14, 2026
Cozad Asset Management IncBuy+14,58814,588$6.22MQ2 2026Aug 14, 2026
Wind River Trust CoSell-10,124-8.2%113,918$48.57MQ2 2026Aug 14, 2026
Brown Advisory IncSell-8,990-5.6%151,447$64.58MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-8,013-3.2%244,347$104.19MQ2 2026Aug 14, 2026
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Frequently asked questions about IWV activity

  • Which institutional owners are buying IWV?

    Institutional owners buying IWV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IWV activity?

    "Buy" means an investor increased their reported position in IWV compared to the prior reporting period. This reflects growing exposure to ISHARES RUSSELL 3000 ETF (IWV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IWV increasing?

    Institutional interest in IWV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.