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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
OFS
276
OneAscent Financial Services
Alabama
$2.17M
GM
277
GeoWealth Management
Illinois
$2.16M -$79.6K -245 -4%
Renaissance Technologies
278
Renaissance Technologies
New York
$2.14M +$747K +2,300 +61%
Kayne Anderson Rudnick Investment Management
279
Kayne Anderson Rudnick Investment Management
California
$2.13M -$18.5K -57 -0.9%
DWT
280
Dorsey & Whitney Trust
South Dakota
$2.07M -$250K -769 -12%
AFA
281
Avant Financial Advisors
Texas
$2.06M +$236K +728 +14%
YWM
282
Yardley Wealth Management
Pennsylvania
$2.05M
NF
283
Nvest Financial
New Hampshire
$1.99M +$4.87K +15 +0.3%
ACA
284
Aptus Capital Advisors
Alabama
$1.99M +$1.3K +4 +0.1%
CWM
285
Congress Wealth Management
Massachusetts
$1.99M +$511K +1,574 +39%
IBOK
286
Independence Bank of Kentucky
Kentucky
$1.98M -$1.3K -4 -0.1%
SB
287
Strategic Blueprint
Georgia
$1.97M +$85.1K +262 +5%
MFT
288
Moisand Fitzgerald Tamayo
Florida
$1.95M
SMWM
289
Silvia McColl Wealth Management
California
$1.95M -$4.22K -13 -0.2%
VP
290
Verum Partners
North Carolina
$1.94M
HFS
291
Heritage Financial Services
Massachusetts
$1.94M -$73.4K -226 -4%
WA
292
Wealth Architects
California
$1.93M -$2.6K -8 -0.1%
CTC
293
Central Trust Company
Missouri
$1.92M
VPP
294
Vertex Planning Partners
Illinois
$1.92M -$104K -320 -6%
IFG
295
Independent Financial Group
California
$1.9M -$37.4K -115 -2%
CIM
296
Cambria Investment Management
California
$1.87M +$1.73M +5,341 New
BFG
297
Beacon Financial Group
Texas
$1.86M -$7.47K -23 -0.4%
PGA
298
Portland Global Advisors
Maine
$1.85M
BPWM
299
BCS Private Wealth Management
New Jersey
$1.84M +$1.7M +5,241 New
KL
300
KilterHowling LLC
Colorado
$1.83M +$4.55K +14 +0.3%

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.