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iShares Russell 3000 ETF

823 hedge funds and large institutions have $8.96B invested in iShares Russell 3000 ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 215 increasing their positions, 262 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more call options, than puts

Call options by funds: $7.27M | Put options by funds: $2.32M

79% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 38

12% more capital invested

Capital invested by funds: $7.98B → $8.96B (+$983M)

3.96% more ownership

Funds ownership: 55.28%59.24% (+4%)

2% more funds holding

Funds holding: 804823 (+19)

4% less funds holding in top 10

Funds holding in top 10: 5048 (-2)

18% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 262

Holders
823
Holders Change
+19
Holders Change %
+2.36%
% of All Funds
10.84%
Holding in Top 10
48
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4%
% of All Funds
0.63%
New
68
Increased
215
Reduced
262
Closed
38
Calls
$7.27M
Puts
$2.32M
Net Calls
+$4.95M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
226
Fort Washington Investment Advisors
Ohio
$3.29M -$7.79K -24 -0.3%
IFWM
227
Institute for Wealth Management
Colorado
$3.29M
FWMP
228
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.28M -$33.5K -103 -1%
FHB
229
First Hawaiian Bank
Hawaii
$3.23M -$48.4K -149 -2%
FOR
230
Family Office Research
Maryland
$3.23M -$23.7K -73 -0.8%
LFP
231
Lakeshore Financial Planning
Michigan
$3.21M -$9.74K -30 -0.3%
TWM
232
Tolleson Wealth Management
Texas
$3.18M
CFA
233
Cahill Financial Advisors
Minnesota
$3.16M +$2.6K +8 +0.1%
M&T Bank
234
M&T Bank
New York
$3.14M
WPC
235
Wedmont Private Capital
Pennsylvania
$3.13M +$5.52K +17 +0.2%
CQWA
236
Chokshi & Queen Wealth Advisors
California
$3.13M +$52.3K +161 +2%
AWS
237
Atria Wealth Solutions
New York
$3.09M -$652K -2,008 -19%
BFPW
238
BOK Financial Private Wealth
Colorado
$3.07M
FA
239
Fiducient Advisors
Illinois
$3.05M -$226K -696 -7%
DFA
240
DHK Financial Advisors
New Hampshire
$3.03M -$3.65M -11,225 -57%
XPN
241
XY Planning Network
Montana
$3.02M +$805K +2,478 +40%
EF
242
Empowered Funds
Pennsylvania
$2.98M +$2.76M +8,491 New
MPCG
243
Matrix Private Capital Group
New York
$2.98M -$58.5K -180 -2%
USCWA
244
U.S. Capital Wealth Advisors
Texas
$2.96M -$260K -799 -9%
CHC
245
City Holding Co
West Virginia
$2.96M -$102K -315 -4%
JFG
246
JMG Financial Group
Illinois
$2.93M -$629K -1,936 -19%
IAN
247
Integrated Advisors Network
Texas
$2.92M -$211K -650 -7%
EPAM
248
Evelyn Partners Asset Management
$2.84M +$2.27K +7 +0.1%
Financial Engines Advisors
249
Financial Engines Advisors
California
$2.82M +$2.36M +7,280 +969%
NW
250
NewEdge Wealth
Pennsylvania
$2.81M -$28.6K -88 -1%

IWV Hedge Fund Activity: Q2 2025 in Review

823 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q2 2025, worth a combined $8.96B — up 12% from $7.98B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IWV positions and 38 closed out — a net gain of 30 holders — while 215 added to existing stakes and 262 trimmed.

The largest buyer was Gallagher Fiduciary Advisors, adding an estimated $320M. The largest seller was Pitcairn, cutting an estimated $56.8M.

  • 823 institutional investors held iShares Russell 3000 ETF (IWV) as of Q2 2025, up from 804 in Q1 2025.
  • Funds reported $8.96B of iShares Russell 3000 ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 68 funds opened new iShares Russell 3000 ETF positions in Q2 2025 and 38 closed out, a net change of +30 holders.
  • The largest iShares Russell 3000 ETF buyer in Q2 2025 was Gallagher Fiduciary Advisors, an estimated $320M added.
  • The largest iShares Russell 3000 ETF seller in Q2 2025 was Pitcairn, an estimated $56.8M sold.

Based on aggregated 13F filings for Q2 2025.