IWV icon

iShares Russell 3000 ETF

815 hedge funds and large institutions have $8.96B invested in iShares Russell 3000 ETF in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 215 increasing their positions, 259 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

2% more funds holding

Funds holding: 798815 (+17)

4% less funds holding in top 10

Funds holding in top 10: 5048 (-2)

17% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 259

Holders
815
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.27M
Puts
$2.32M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
401
Dynamic Advisor Solutions
Arizona
$990K
AG
402
Ascent Group
Virginia
$989K
JWM
403
Jackson Wealth Management
Florida
$983K
SW
404
SkyOak Wealth
Michigan
$983K
GT
405
Glenview Trust
Kentucky
$973K
HSBC Holdings
406
HSBC Holdings
United Kingdom
$958K
AWM
407
Aprio Wealth Management
Georgia
$958K
IAIM
408
International Assets Investment Management
Florida
$945K
IA
409
IFG Advisory
Georgia
$944K
SFWC
410
Strategic Family Wealth Counselors
New Jersey
$939K
WMP
411
Wealth Management Partners
Arizona
$936K
Citadel Advisors
412
Citadel Advisors
Florida
$933K
Empower Advisory Group
413
Empower Advisory Group
Colorado
$928K
SIA
414
Soltis Investment Advisors
Utah
$928K
AAMC
415
Asset Allocation & Management Company
Illinois
$927K
KA
416
Kovack Advisors
Florida
$921K
KPWS
417
Kestra Private Wealth Services
Texas
$920K
SAM
418
Smartleaf Asset Management
Massachusetts
$916K
BF
419
Baring Financial
Washington
$915K
NPAN
420
Northeast Planning Associates NH
New Hampshire
$913K
AssetMark Inc
421
AssetMark Inc
California
$911K
FIB
422
First Interstate Bank
Montana
$899K
MAC
423
Mason & Associates (California)
California
$894K
QPWM
424
Quadrant Private Wealth Management
Pennsylvania
$892K
RSC
425
Red Spruce Capital
Pennsylvania
$887K