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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
CA
551
Crewe Advisors
Utah
$432K
SFS
552
Summit Financial Strategies
Ohio
$432K
MFIM
553
Mesirow Financial Investment Management
Illinois
$432K -$59.4K -183 -13%
LSA
554
Lion Street Advisors
Texas
$430K
AF
555
Apexium Financial
Texas
$426K
SCM
556
SOL Capital Management
Maryland
$425K
AI
557
Auour Investments
Massachusetts
$424K
FAT
558
First American Trust
California
$423K -$11K -34 -3%
PL
559
Plancorp LLC
Missouri
$417K +$47.1K +145 +14%
DWP
560
Daymark Wealth Partners
Ohio
$415K -$1.62K -5 -0.4%
WCWM
561
Willow Creek Wealth Management
California
$405K
LWM
562
Lyell Wealth Management
California
$404K
PJSIMP
563
P.J. Schmidt Investment Management (PJS)
Wisconsin
$404K
RSWM
564
Robertson Stephens Wealth Management
California
$403K -$5.85K -18 -2%
HCA
565
Heck Capital Advisors
Wisconsin
$403K
VCP
566
Verus Capital Partners
Arizona
$400K
HSA
567
HBK Sorce Advisory
Pennsylvania
$399K
GVCM
568
Global View Capital Management
Wisconsin
$398K -$64.6K -199 -15%
FF
569
Fluent Financial
Texas
$396K +$1.95K +6 +0.5%
AWM
570
Accurate Wealth Management
Florida
$395K
NP
571
NorthRock Partners
Minnesota
$393K +$338K +1,040 +1,300%
RWP
572
Revolve Wealth Partners
New Jersey
$389K +$650 +2 +0.2%
AA
573
Ashford Advisors
New York
$388K +$1.39M +4,294 +232%
MG
574
Mather Group
Illinois
$387K
JJBC
575
James J. Burns & Company
New York
$386K

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.