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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Anchor Investment Management, Llc | Sell | -14 | -1.9% | 742 | $316.36K | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Sell | -5 | -0.1% | 8,662 | $3.69M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +1 | +0.2% | 423 | $180.22K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -19,460 | -95.1% | 1,008 | $429.81K | Q2 2026 | Sep 02, 2026 |
| Alternative Investment Advisors, Llc. | Sell | -240 | -22.4% | 832 | $354.83K | Q2 2026 | Aug 31, 2026 |
| Corient Private Wealth Llc | Sell | -9,860 | -4.4% | 216,236 | $92.20M | Q2 2026 | Aug 27, 2026 |
| Rehmann Capital Advisory Group | Buy | +5 | +0.3% | 1,553 | $662.27K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -33,445 | -12.1% | 242,291 | $103.31M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +193 | +6.8% | 3,024 | $1.29M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -15,595 | -11.0% | 125,851 | $53.66M | Q2 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Buy | +73 | — | 73 | $31.07K | Q2 2026 | Aug 18, 2026 |
| American Family Investments, Inc. | Buy | +783,688 | +92.9% | 1,627,426 | $693.93M | Q2 2026 | Aug 17, 2026 |
| Blue Edge Capital, Llc | Buy | +2,344 | — | 2,344 | $999.48K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +764 | +6.7% | 12,133 | $5.17M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -424 | -1.0% | 41,483 | $17.70M | Q2 2026 | Aug 17, 2026 |
| Proficio Capital Partners Llc | Sell | -384 | -0.3% | 143,298 | $61.10M | Q2 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Buy | +64 | +1.9% | 3,454 | $1.47M | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Sell | -21 | -0.4% | 4,742 | $2.02M | Q2 2026 | Aug 17, 2026 |
| Gallagher Fiduciary Advisors, Llc | Sell | -963,475 | -99.7% | 2,517 | $1.07M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +405,547 | — | 405,547 | $172.96M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +258,265 | +15.2% | 1,960,068 | $835.77M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -243,489 | -26.4% | 680,045 | $289.97M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +30,636 | +50.2% | 91,682 | $39.09M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +27,160 | +22.1% | 149,816 | $63.88M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +22,370 | — | 22,370 | $9.54M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +18,837 | — | 18,837 | $8.03M | Q2 2026 | Aug 14, 2026 |
| Cozad Asset Management Inc | Buy | +14,588 | — | 14,588 | $6.22M | Q2 2026 | Aug 14, 2026 |
| Wind River Trust Co | Sell | -10,124 | -8.2% | 113,918 | $48.57M | Q2 2026 | Aug 14, 2026 |
| Brown Advisory Inc | Sell | -8,990 | -5.6% | 151,447 | $64.58M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -8,013 | -3.2% | 244,347 | $104.19M | Q2 2026 | Aug 14, 2026 |
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.