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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
Luther King Capital Management (LKCM)
351
Luther King Capital Management (LKCM)
Texas
$1.31M
AAP
352
Arax Advisory Partners
Colorado
$1.3M +$1.21M +3,716 New
AAM
353
Augustine Asset Management
Florida
$1.3M -$16.2K -50 -1%
PFA
354
Pure Financial Advisors
California
$1.3M +$21.1K +65 +2%
SPIA
355
Steward Partners Investment Advisory
New York
$1.3M -$9.09K -28 -0.8%
EPP
356
ETF Portfolio Partners
Kansas
$1.3M +$10.1K +31 +0.8%
Jane Street
357
Jane Street
New York
$1.27M +$1.18M +3,619 New
JFGIW
358
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.27M +$804K +2,475 +217%
RPGK
359
Retirement Planning Group (Kansas)
Kansas
$1.26M
FNBT
360
FineMark National Bank & Trust
Florida
$1.25M +$1.16M +3,564 New
ITIM
361
Indiana Trust & Investment Management
Indiana
$1.24M
GCA
362
Greenwood Capital Associates
South Carolina
$1.24M +$208K +640 +22%
GLLW
363
Graves Light Lenhart Wealth
Virginia
$1.23M -$162K -500 -13%
SFO
364
Stokes Family Office
Louisiana
$1.23M
WFA
365
Wellspring Financial Advisors
Ohio
$1.23M +$1.14M +3,496 New
GS
366
GTS Securities
New York
$1.22M -$1.17M -3,599 -51%
SP
367
Stonebrook Private
Michigan
$1.21M -$325 -1 -0%
BWP
368
Bernardo Wealth Planning
Pennsylvania
$1.2M
BCI
369
Blue Capital Inc
Nebraska
$1.19M +$1.1M +3,400 New
Neuberger Berman Group
370
Neuberger Berman Group
New York
$1.19M -$46.8K -144 -4%
FSA
371
Fort Sheridan Advisors
Illinois
$1.18M
NGA
372
Naples Global Advisors
Florida
$1.18M +$516K +1,588 +90%
BCWM
373
Bartlett & Co Wealth Management
Ohio
$1.17M
LIG
374
Lokken Investment Group
Delaware
$1.17M -$1.03M -3,162 -49%
AF
375
Atala Financial
California
$1.16M

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.