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
MHC
526
May Hill Capital
Massachusetts
$502K
GRP
527
Global Retirement Partners
California
$495K +$458K +1,410 New
EAM
528
Evanson Asset Management
California
$494K
VC
529
Veracity Capital
Georgia
$492K +$11K +34 +2%
HTC
530
Haverford Trust Company
Pennsylvania
$491K
CNB
531
Camden National Bank
Maine
$488K -$447K -1,375 -50%
BCP
532
Blue Chip Partners
Michigan
$483K +$974 +3 +0.2%
CWM
533
Core Wealth Management
Florida
$483K
BWA
534
Burt Wealth Advisors
Maryland
$479K
EWM
535
Empirical Wealth Management
Washington
$475K
AAM
536
Ackerman Asset Management
Maryland
$474K
Kovitz Investment Group Partners
537
Kovitz Investment Group Partners
Illinois
$471K
LW
538
Linscomb Wealth
Texas
$467K -$11.4K -35 -3%
DT
539
Diversified Trust
Tennessee
$466K -$7.47K -23 -2%
MWM
540
Meridian Wealth Management
Kentucky
$464K
GFWA
541
Grey Fox Wealth Advisors
Delaware
$463K
DA
542
Detalus Advisors
Missouri
$461K
DIA
543
Dana Investment Advisors
Wisconsin
$459K -$254K -781 -37%
GWM
544
Greenhouse Wealth Management
Connecticut
$458K +$426K +1,312 New
CWA
545
CM Wealth Advisors
Ohio
$446K -$519K -1,598 -56%
SW
546
SVB Wealth
Massachusetts
$446K +$413K +1,271 New
CAMG
547
CWA Asset Management Group
Florida
$436K -$174K -537 -30%
NCM
548
Noesis Capital Mangement
Florida
$436K -$14.6K -45 -3%
FFA
549
Farther Finance Advisors
California
$434K -$325 -1 -0.1%
SWM
550
Shakespeare Wealth Management
Wisconsin
$433K -$9.74K -30 -2%

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.