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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
MAM
501
McLean Asset Management
Virginia
$583K +$288K +886 +116%
VWA
502
VERITY Wealth Advisors
United States
$580K
FFM
503
Forum Financial Management
Illinois
$575K +$1.62K +5 +0.3%
1WM
504
1900 Wealth Management
Texas
$567K -$23.7K -73 -4%
PAG
505
Poinciana Advisors Group
Florida
$562K
PFA
506
Pathway Financial Advisors
Vermont
$562K
RCAG
507
Rehmann Capital Advisory Group
Michigan
$559K +$5.85K +18 +1%
BTW
508
Boston Trust Walden
Massachusetts
$558K
WE
509
Wealth Effects
Massachusetts
$551K
FWCM
510
Ferguson Wellman Capital Management
Oregon
$548K
BCPWM
511
Bradley & Co Private Wealth Management
Florida
$547K
HPC
512
HM Payson & Co
Maine
$544K -$43.2K -133 -8%
OC
513
Oppenheimer & Co
New York
$544K +$503K +1,550 New
MSAM
514
Moloney Securities Asset Management
Missouri
$538K
RW
515
RVW Wealth
California
$534K +$18.8K +58 +4%
MFA
516
Mayflower Financial Advisors
Massachusetts
$534K
MKW
517
Mullaney, Keating & Wright
Connecticut
$532K
FBB
518
Fulton Breakefield Broenniman
Maryland
$529K -$114K -350 -19%
MSS
519
Mitchell Sinkler & Starr
Pennsylvania
$527K
MWA
520
Midland Wealth Advisors
Illinois
$522K
1CP
521
17 Capital Partners
Arizona
$519K +$46.1K +142 +11%
PFS
522
Prospera Financial Services
Texas
$517K +$7.79K +24 +2%
KWM
523
Kingsview Wealth Management
Oregon
$509K -$40.3K -124 -8%
PP
524
PrairieView Partners
Minnesota
$507K
BEI
525
Benjamin Edwards Inc
Missouri
$503K +$214K +658 +85%

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.