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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
P
451
&Partners
Tennessee
$799K +$291K +896 +65%
ACA
452
Affinity Capital Advisors
California
$794K -$107K -329 -13%
MCA
453
Martin Capital Advisors
Texas
$793K
QCM
454
QRG Capital Management
Illinois
$793K +$227K +699 +45%
UFF
455
USA Financial Formulas
Michigan
$788K -$137K -422 -16%
JSW
456
Journey Strategic Wealth
New Jersey
$776K -$137K -421 -16%
NG
457
Norden Group
Utah
$770K
FH
458
FWG Holdings
Florida
$766K
DWP
459
Destiny Wealth Partners
Florida
$756K +$700K +2,154 New
HCM
460
Hollencrest Capital Management
California
$743K
NED
461
Nancy E. Dempze
$738K
ECM
462
Evergreen Capital Management
Washington
$736K
JWBC
463
J.W. Burns & Co
New York
$732K -$7.79K -24 -1%
BWM
464
Brown Wealth Management
Illinois
$725K +$325 +1 +0%
SWA
465
Sightline Wealth Advisors
Connecticut
$720K +$1.62K +5 +0.2%
KNW
466
Kesler Norman & Wride
Utah
$716K +$663K +2,040 New
CL
467
Choreo LLC
Illinois
$709K -$14.9K -46 -2%
LFA
468
LGT Financial Advisors
Texas
$707K +$1.62K +5 +0.2%
PMFA
469
Plante Moran Financial Advisors
Michigan
$704K +$491K +1,511 +305%
BF
470
BOK Financial
Oklahoma
$702K
HA
471
Harbor Advisors
Florida
$702K
CWM
472
Collaborative Wealth Management
Florida
$702K
FWI
473
Facet Wealth Inc
Maryland
$696K
SC
474
Scotia Capital
Ontario, Canada
$694K -$14K -43 -2%
HIA
475
Harbor Investment Advisory
Maryland
$692K

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.