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iShares Russell 3000 ETF
IWV

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: 804 → 823 (+19)

4% less funds holding in top 10

Funds holding in top 10: 50 → 48 (-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

Top Buyers

Rank Fund Capital Flow
1
GFA
Gallagher Fiduciary Advisors
Illinois
+$320M
2
Goldman Sachs
Goldman Sachs
New York
+$231M
3
BlackRock
BlackRock
New York
+$92.2M
4
Morgan Stanley
Morgan Stanley
New York
+$40.3M
5
Ameriprise
Ameriprise
Minnesota
+$20.1M

Top Sellers

Rank Fund Capital Flow
1
P
Pitcairn
Pennsylvania
-$56.8M
2
GWM
Geneos Wealth Management
Colorado
-$31.6M
3
Bank of America
Bank of America
North Carolina
-$29.6M
4
Northern Trust
Northern Trust
Illinois
-$26.4M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$23.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
376
Cahaba Wealth Management
Georgia
$1.16M +$2.6K +8 +0.2%
XF
377
XML Financial
Maryland
$1.16M +$18.5K +57 +2%
SCG
378
Sonata Capital Group
Washington
$1.15M – – –
ZBNA
379
Zions Bancorporation, National Association
Utah
$1.15M – – –
IWM
380
IHT Wealth Management
Illinois
$1.14M +$650 +2 +0.1%
SSWM
381
Smith Salley Wealth Management
North Carolina
$1.14M +$2.92K +9 +0.3%
NRC
382
New Republic Capital
North Carolina
$1.14M +$468K +1,442 +80%
KAM
383
KEB Asset Management
Illinois
$1.12M – – –
GL
384
Graypoint LLC
New York
$1.12M +$325 +1 +0%
VWA
385
Visionary Wealth Advisors
Illinois
$1.12M +$2.92K +9 +0.3%
GIA
386
GHP Investment Advisors
Colorado
$1.11M – – –
PAS
387
Park Avenue Securities
New York
$1.09M +$1.01M +3,119 New
CFG
388
Carter Financial Group
Illinois
$1.09M +$1.01M +3,115 New
PPW
389
Parcion Private Wealth
Washington
$1.09M – – –
WS
390
Wedbush Securities
California
$1.09M +$3.25K +10 +0.3%
SMA
391
Sage Mountain Advisors
Georgia
$1.07M – – –
OAS
392
Optivise Advisory Services
Tennessee
$1.07M -$29.6K -91 -3%
LAS
393
LWM Advisory Services
Florida
$1.07M – – –
EGA
394
E&G Advisors
Texas
$1.05M – – –
PWM
395
Paulson Wealth Management
Illinois
$1.05M +$969K +2,982 New
FRA
396
Frank Rimerman Advisors
California
$1.05M -$471K -1,450 -33%
RWP
397
RWA Wealth Partners
Massachusetts
$1.04M – – –
BAM
398
Beaumont Asset Management
Texas
$1.03M – – –
CCM
399
Condor Capital Management
New Jersey
$1.03M – – –
FNC
400
First National Corp
Massachusetts
$1.02M – – –
14 15
16
17 18

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.