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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
MAC
426
Mason & Associates (California)
California
$894K
QPWM
427
Quadrant Private Wealth Management
Pennsylvania
$892K +$294K +904 +55%
RSC
428
Red Spruce Capital
Pennsylvania
$887K -$114K -351 -12%
WDL
429
Well Done LLC
Michigan
$885K -$182K -561 -18%
CA
430
CoreCap Advisors
Michigan
$885K +$350K +1,079 +75%
NA
431
Nestegg Advisors
New York
$876K -$44.5K -137 -5%
AWA
432
AGH Wealth Advisors
Kansas
$875K
SIG
433
Sargent Investment Group
Maryland
$875K -$107K -328 -12%
PP
434
Prosperity Planning
Missouri
$872K
PCA
435
Prosperity Capital Advisors
Ohio
$866K +$123K +379 +18%
CFC
436
Coyle Financial Counsel
Illinois
$863K -$2.27K -7 -0.3%
GVAG
437
Great Valley Advisor Group
Delaware
$860K +$30.2K +93 +4%
MWM
438
Moran Wealth Management
Florida
$854K +$790K +2,433 New
SYBT
439
Stock Yards Bank & Trust
Kentucky
$854K
VA
440
Valmark Advisers
Ohio
$853K -$3.25K -10 -0.4%
WAL
441
W Advisors LLC
Tennessee
$853K -$29.9K -92 -4%
MWM
442
Modern Wealth Management
Kansas
$840K +$20.8K +64 +3%
AF
443
Allworth Financial
California
$834K +$49K +151 +7%
CCM
444
Coldstream Capital Management
Washington
$829K
BEC
445
Blue Edge Capital
Virginia
$823K
CFA
446
Capstone Financial Advisors
Illinois
$822K +$1.95K +6 +0.3%
PTC
447
Private Trust Company
Ohio
$820K +$18.5K +57 +3%
HFRG
448
Houlihan Financial Resource Group
Virginia
$816K
CCA
449
Cobblestone Capital Advisors
New York
$811K
CWP
450
Cyndeo Wealth Partners
Florida
$809K

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.