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
TWM
476
Topsail Wealth Management
North Carolina
$678K
OA
477
Oxbow Advisors
Texas
$677K
IWMA
478
Ironwood Wealth Management (Arizona)
Arizona
$676K
SWM
479
Sentinel Wealth Management
Virginia
$669K
WMA
480
William Mack & Associates
Michigan
$667K
WWP
481
Waypoint Wealth Partners
California
$665K
JIC
482
Joel Isaacson & Co
New York
$664K
PWM
483
Perigon Wealth Management
California
$664K
MCA
484
MSH Capital Advisors
Arizona
$662K
BW
485
BostonPremier Wealth
Massachusetts
$660K
SW
486
SlateStone Wealth
Florida
$656K
CC
487
Climber Capital
Switzerland
$641K
RWM
488
RKL Wealth Management
Pennsylvania
$634K
ACM
489
Armbruster Capital Management
New York
$632K
MAV
490
Mason & Associates (Virginia)
Virginia
$628K
EIP
491
Ellis Investment Partners
Pennsylvania
$626K
FG
492
Foster Group
Iowa
$601K
FA
493
Fiduciary Alliance
South Carolina
$597K
MIM
494
MTM Investment Management
South Carolina
$595K
ATPW
495
Ashton Thomas Private Wealth
Arizona
$591K
TPCW
496
TD Private Client Wealth
New York
$586K
BHBT
497
Burke & Herbert Bank & Trust
Virginia
$585K
MAM
498
McLean Asset Management
Virginia
$583K
VWA
499
VERITY Wealth Advisors
United States
$580K
FFM
500
Forum Financial Management
Illinois
$575K