We are live on ! Find out more
IWV icon

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
APP
476
Avantax Planning Partners
Iowa
$686K +$650 +2 +0.1%
BIG
477
Brooklyn Investment Group
New York
$681K +$630K +1,940 New
MWM
478
Maridea Wealth Management
New York
$678K -$4.78M -14,725 -88%
TWM
479
Topsail Wealth Management
North Carolina
$678K
OA
480
Oxbow Advisors
Texas
$677K -$57.2K -176 -8%
IWMA
481
Ironwood Wealth Management (Arizona)
Arizona
$676K -$364K -1,120 -37%
SWM
482
Sentinel Wealth Management
Virginia
$669K +$619K +1,906 New
WMA
483
William Mack & Associates
Michigan
$667K +$21.1K +65 +4%
WWP
484
Waypoint Wealth Partners
California
$665K
JIC
485
Joel Isaacson & Co
New York
$664K +$650 +2 +0.1%
PWM
486
Perigon Wealth Management
California
$664K +$325 +1 +0.1%
MCA
487
MSH Capital Advisors
Arizona
$662K -$42.5K -131 -6%
BW
488
BostonPremier Wealth
Massachusetts
$660K +$1.62K +5 +0.3%
SW
489
SlateStone Wealth
Florida
$656K -$155K -476 -20%
CC
490
Climber Capital
Switzerland
$641K
RWM
491
RKL Wealth Management
Pennsylvania
$634K +$1.3K +4 +0.2%
ACM
492
Armbruster Capital Management
New York
$632K +$44.2K +136 +8%
MAV
493
Mason & Associates (Virginia)
Virginia
$628K -$90.3K -278 -13%
EIP
494
Ellis Investment Partners
Pennsylvania
$626K +$650 +2 +0.1%
FG
495
Foster Group
Iowa
$601K
FA
496
Fiduciary Alliance
South Carolina
$597K +$552K +1,700 New
MIM
497
MTM Investment Management
South Carolina
$595K -$21.1K -65 -4%
ATPW
498
Ashton Thomas Private Wealth
Arizona
$591K -$15.6K -48 -3%
TPCW
499
TD Private Client Wealth
New York
$586K +$434K +1,335 +399%
BHBT
500
Burke & Herbert Bank & Trust
Virginia
$585K

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.