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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
WIA
326
World Investment Advisors
California
$1.5M +$20.5K +63 +1%
WAP
327
Wealthcare Advisory Partners
Pennsylvania
$1.5M +$264K +813 +23%
EWM
328
Evercore Wealth Management
New York
$1.49M
TVAMP
329
Tennessee Valley Asset Management Partners
Tennessee
$1.49M
DADC
330
D.A. Davidson & Co
Montana
$1.47M +$325 +1 +0%
PGFC
331
Peapack-Gladstone Financial Corp
New Jersey
$1.46M
VT
332
Vise Technologies
New York
$1.43M +$1.33M +4,081 New
CGA
333
Crescent Grove Advisors
Illinois
$1.41M
JWCA
334
J.W. Cole Advisors
Florida
$1.4M +$386K +1,189 +43%
SIG
335
Stonegate Investment Group
Alabama
$1.37M
RBWA
336
RFG - Bristol Wealth Advisors
Massachusetts
$1.37M +$83.5K +257 +7%
MT
337
Midwest Trust
Kansas
$1.37M +$1.26M +3,893 New
APG
338
Abacus Planning Group
South Carolina
$1.36M
SF
339
Symphony Financial
Texas
$1.36M +$1.25M +3,852 New
CAL
340
Capital Analysts LLC
Pennsylvania
$1.36M +$325 +1 +0%
SWM
341
SilverOak Wealth Management
Minnesota
$1.35M -$16.6K -51 -1%
MFG
342
MidWestOne Financial Group
Iowa
$1.35M
CNBT
343
Canandaigua National Bank & Trust
New York
$1.35M
ADL
344
Asset Dedication LLC
California
$1.35M
VCP
345
Vista Capital Partners
Oregon
$1.34M
LWA
346
Lowe Wealth Advisors
Maryland
$1.33M -$8.12K -25 -0.7%
FWP
347
Fiduciary Wealth Partners
Massachusetts
$1.33M -$547K -1,685 -31%
WB
348
WesBanco Bank
West Virginia
$1.32M +$1.01M +3,119 +492%
SM
349
Sensible Money
Arizona
$1.31M
FCM
350
Firestone Capital Management
Florida
$1.31M +$49K +151 +4%

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.