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
1WM
501
1900 Wealth Management
Texas
$567K
PAG
502
Poinciana Advisors Group
Florida
$562K
PFA
503
Pathway Financial Advisors
Vermont
$562K
RCAG
504
Rehmann Capital Advisory Group
Michigan
$559K
BTW
505
Boston Trust Walden
Massachusetts
$558K
WE
506
Wealth Effects
Massachusetts
$551K
FWCM
507
Ferguson Wellman Capital Management
Oregon
$548K
BCPWM
508
Bradley & Co Private Wealth Management
Florida
$547K
HPC
509
HM Payson & Co
Maine
$544K
OC
510
Oppenheimer & Co
New York
$544K
MSAM
511
Moloney Securities Asset Management
Missouri
$538K
RW
512
RVW Wealth
California
$534K
MFA
513
Mayflower Financial Advisors
Massachusetts
$534K
FBB
514
Fulton Breakefield Broenniman
Maryland
$529K
MSS
515
Mitchell Sinkler & Starr
Pennsylvania
$527K
MWA
516
Midland Wealth Advisors
Illinois
$522K
1CP
517
17 Capital Partners
Arizona
$519K
PFS
518
Prospera Financial Services
Texas
$517K
KWM
519
Kingsview Wealth Management
Oregon
$509K
PP
520
PrairieView Partners
Minnesota
$507K
BEI
521
Benjamin Edwards Inc
Missouri
$503K
MHC
522
May Hill Capital
Massachusetts
$502K
GRP
523
Global Retirement Partners
California
$495K
EAM
524
Evanson Asset Management
California
$494K
VC
525
Veracity Capital
Georgia
$492K