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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
HPA
301
High Probability Advisors
New York
$1.82M
KIA
302
KCM Investment Advisors
California
$1.8M +$1.66M +5,117 New
MF
303
Manchester Financial
California
$1.77M
CCM
304
Cohen Capital Management
California
$1.77M -$276K -850 -14%
HIS
305
Harvest Investment Services
Illinois
$1.77M -$11.4K -35 -0.7%
LNB
306
Ledyard National Bank
$1.76M -$90.3K -278 -5%
AWE
307
Avidian Wealth Enterprises
Texas
$1.75M +$530K +1,631 +48%
SPC
308
Sigma Planning Corp
Michigan
$1.74M +$254K +781 +19%
JIP
309
Jaffetilchin Investment Partners
Florida
$1.72M -$31.8K -98 -2%
SF
310
Synovus Financial
Georgia
$1.71M -$676K -2,081 -30%
WWC
311
Waypoint Wealth Counsel
Georgia
$1.7M +$100K +308 +7%
NEPWA
312
New England Private Wealth Advisors
Massachusetts
$1.69M +$3.9K +12 +0.3%
GWANC
313
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.68M +$2.92K +9 +0.2%
DF
314
Dunhill Financial
United Kingdom
$1.67M -$297K -915 -16%
PAIM
315
Punch & Associates Investment Management
Minnesota
$1.64M +$19.8K +61 +1%
SFG
316
Sterling Financial Group
California
$1.64M
GWMR
317
GC Wealth Management RIA
Massachusetts
$1.63M -$1.95K -6 -0.1%
MGIA
318
Moneta Group Investment Advisors
Missouri
$1.61M -$69.8K -215 -4%
IWC
319
Integrated Wealth Concepts
Massachusetts
$1.6M -$2.92K -9 -0.2%
MWA
320
Motive Wealth Advisors
Michigan
$1.58M
TFO
321
Timonier Family Office
North Carolina
$1.57M +$1.45M +4,468 New
BW
322
BIP Wealth
Georgia
$1.55M -$1.62K -5 -0.1%
CTA
323
Chesley Taft & Associates
Illinois
$1.54M
SA
324
Sanctuary Advisors
Indiana
$1.54M +$49.4K +152 +4%
CFO
325
CVA Family Office
Colorado
$1.53M +$113K +348 +9%

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.