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iShares Russell 3000 ETF
IWV

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: 804 → 823 (+19)

4% less funds holding in top 10

Funds holding in top 10: 50 → 48 (-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

Top Buyers

Rank Fund Capital Flow
1
GFA
Gallagher Fiduciary Advisors
Illinois
+$320M
2
Goldman Sachs
Goldman Sachs
New York
+$231M
3
BlackRock
BlackRock
New York
+$92.2M
4
Morgan Stanley
Morgan Stanley
New York
+$40.3M
5
Ameriprise
Ameriprise
Minnesota
+$20.1M

Top Sellers

Rank Fund Capital Flow
1
P
Pitcairn
Pennsylvania
-$56.8M
2
GWM
Geneos Wealth Management
Colorado
-$31.6M
3
Bank of America
Bank of America
North Carolina
-$29.6M
4
Northern Trust
Northern Trust
Illinois
-$26.4M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$23.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
576
Magnolia Private Wealth
Pennsylvania
$385K – – –
LFA
577
Lauterbach Financial Advisors
Texas
$385K – – –
PWP
578
Principle Wealth Partners
Connecticut
$382K +$124K +383 +54%
PRA
579
Pine Ridge Advisers
New York
$380K – – –
SWM
580
Spire Wealth Management
Virginia
$376K -$102K -315 -23%
IA
581
IFP Advisors
Florida
$375K +$3.9K +12 +1%
AIA
582
Alternative Investment Advisors
Florida
$375K +$974 +3 +0.3%
OWA
583
Outlook Wealth Advisors
Texas
$375K – – –
MA
584
MONECO Advisors
Connecticut
$371K +$325 +1 +0.1%
Qube Research & Technologies (QRT)
585
Qube Research & Technologies (QRT)
United Kingdom
$370K -$687K -2,114 -67%
CCM
586
Chilton Capital Management
Texas
$365K -$185K -570 -35%
WLPWM
587
Walled Lake Planning & Wealth Management
Illinois
$365K +$2.6K +8 +0.8%
RWM
588
Rockwood Wealth Management
Pennsylvania
$364K +$325 +1 +0.1%
AWM
589
AE Wealth Management
Kansas
$359K +$45.5K +140 +16%
AWAG
590
ARS Wealth Advisors Group
Florida
$356K – – –
EIA
591
Eldridge Investment Advisors
New Hampshire
$354K – – –
Betterment LLC
592
Betterment LLC
New York
$353K -$50K -154 -13%
BFO
593
Biltmore Family Office
North Carolina
$353K – – –
GC
594
Gould Capital
Washington
$352K -$7.15K -22 -2%
CAWM
595
Capital Advisors Wealth Management
Washington
$351K – – –
LA
596
LM Advisors
California
$351K – – –
MCM
597
Manchester Capital Management
Vermont
$351K – – –
WMA
598
Wealth Management Associates
New Jersey
$351K – – –
PG
599
Patten Group
Tennessee
$348K -$1.62K -5 -0.5%
GI
600
GLOBALT Investments
Georgia
$347K -$150K -462 -32%
22 23
24
25 26

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.