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
LCGC
601
Legacy Capital Group California
California
$346K
VCM
602
Versant Capital Management
Arizona
$346K +$650 +2 +0.2%
NEWAS
603
N.E.W. Advisory Services
Wisconsin
$345K
JC
604
Jacobs & Co
California
$344K
TSS
605
Two Sigma Securities
New York
$343K +$318K +978 New
DIP
606
DT Investment Partners
Pennsylvania
$342K
Members Trust
607
Members Trust
Florida
$342K
AFG
608
Altiora Financial Group
Ohio
$339K
CC
609
Cornerstone Capital
California
$337K -$76.3K -235 -20%
RFC
610
Regions Financial Corp
Alabama
$336K
CSF
611
Capital Squared Financial
Maryland
$334K +$309K +952 New
HI
612
Harbour Investments
Wisconsin
$334K
MFG
613
Merit Financial Group
Georgia
$330K +$69.2K +213 +29%
PIA
614
Perennial Investment Advisors
California
$323K -$43.2K -133 -13%
TNB
615
Thomasville National Bank
Georgia
$323K
PC
616
Promus Capital
Illinois
$322K
TPF
617
Tribridge Partners Financial
Maryland
$322K +$298K +918 New
NL
618
NWAM LLC
Washington
$320K
RMCM
619
Reynders McVeigh Capital Management
Massachusetts
$316K -$65K -200 -18%
DIA
620
Davidson Investment Advisors
Montana
$316K
EA
621
Eclectic Associates
California
$315K -$22.1K -68 -7%
AF
622
Advisornet Financial
Minnesota
$313K +$650 +2 +0.2%
FP
623
Fiduciary Planning
Florida
$308K +$650 +2 +0.2%
TW
624
TritonPoint Wealth
Maryland
$308K +$16.9K +52 +6%
SCM
625
Schnieders Capital Management
California
$303K

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.