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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
TFF
26
The Family Firm
Maryland
$64.7M -$3.07M -9,438 -5%
BC
27
Bricktown Capital
Michigan
$62.7M +$11.5M +35,400 +25%
CWM
28
Calamos Wealth Management
Illinois
$62.5M -$3.88M -11,953 -6%
GAG
29
GM Advisory Group
New York
$62.4M -$986K -3,035 -2%
BP
30
Ballentine Partners
Massachusetts
$58.6M +$408K +1,255 +0.8%
Bessemer Group
31
Bessemer Group
New Jersey
$58.2M -$5.52K -17 -0%
CB
32
Commerce Bank
Missouri
$57.7M -$138K -425 -0.3%
Bank of Nova Scotia
33
Bank of Nova Scotia
Ontario, Canada
$56.1M
RMDI
34
R.M. Davis Inc
Maine
$56M +$43.2K +133 +0.1%
WA
35
Waverly Advisors
Alabama
$54.7M -$142K -436 -0.3%
PCP
36
Proficio Capital Partners
Massachusetts
$53.8M -$425K -1,310 -0.8%
Raymond James Financial
37
Raymond James Financial
Florida
$53.3M +$3.25M +10,009 +7%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$52.9M +$609K +1,874 +1%
IC
39
IEQ Capital
California
$52.4M +$9.85M +30,334 +25%
SI
40
Stephens Inc
Arkansas
$49.3M +$809K +2,490 +2%
AC
41
AlphaCore Capital
California
$49.2M -$4.78M -14,721 -10%
FWM
42
FFT Wealth Management
Pennsylvania
$48.8M +$2.09M +6,432 +5%
Franklin Resources
43
Franklin Resources
California
$47.7M +$605K +1,863 +1%
GWM
44
Geneos Wealth Management
Colorado
$45.9M -$31.6M -97,276 -43%
MCCA
45
Mill Creek Capital Advisors
Pennsylvania
$45.7M +$2.27K +7 +0%
WRTC
46
Wind River Trust Company
Wyoming
$43.8M
CAM
47
Cresset Asset Management
Illinois
$41.5M -$154K -473 -0.4%
CA
48
Clearstead Advisors
Ohio
$36.5M +$1.2M +3,695 +4%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$35.9M -$6.05M -18,630 -15%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$35.5M -$6.06M -18,666 -16%

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.