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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
HAIM
401
Hunter Associates Investment Management
Pennsylvania
$1M -$61.7K -190 -6%
RPC
402
Rossmore Private Capital
Connecticut
$998K -$882K -2,715 -49%
EW
403
Evoke Wealth
California
$996K -$244K -750 -21%
DAS
404
Dynamic Advisor Solutions
Arizona
$990K +$1.62K +5 +0.2%
AG
405
Ascent Group
Virginia
$989K +$2.92K +9 +0.3%
JWM
406
Jackson Wealth Management
Florida
$983K
SW
407
SkyOak Wealth
Michigan
$983K -$4.22K -13 -0.5%
GT
408
Glenview Trust
Kentucky
$973K -$4.55K -14 -0.5%
HSBC Holdings
409
HSBC Holdings
United Kingdom
$958K
AWM
410
Aprio Wealth Management
Georgia
$958K
IAIM
411
International Assets Investment Management
Florida
$945K +$9.09K +28 +1%
IA
412
IFG Advisory
Georgia
$944K
SFWC
413
Strategic Family Wealth Counselors
New Jersey
$939K
WMP
414
Wealth Management Partners
Arizona
$936K -$2.27K -7 -0.3%
Citadel Advisors
415
Citadel Advisors
Florida
$933K -$2.75M -8,468 -76%
Empower Advisory Group
416
Empower Advisory Group
Colorado
$928K
SIA
417
Soltis Investment Advisors
Utah
$928K
AAMC
418
Asset Allocation & Management Company
Illinois
$927K
KA
419
Kovack Advisors
Florida
$921K +$325 +1 +0%
KPWS
420
Kestra Private Wealth Services
Texas
$920K +$173K +533 +26%
SAM
421
Smartleaf Asset Management
Massachusetts
$916K +$155K +477 +22%
BF
422
Baring Financial
Washington
$915K -$19.2K -59 -2%
NPAN
423
Northeast Planning Associates NH
New Hampshire
$913K
AssetMark Inc
424
AssetMark Inc
California
$911K +$609K +1,875 +260%
FIB
425
First Interstate Bank
Montana
$899K

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.