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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
LFA
626
Legacy Financial Advisors
Kentucky
$298K
SL
627
Salomon & Ludwin
Virginia
$298K -$28.6K -88 -9%
SG
628
StoneX Group
New York
$295K +$14.9K +46 +6%
GWSG
629
GPS Wealth Strategies Group
Colorado
$289K -$16.6K -51 -6%
TR
630
Tepp RIA
New Jersey
$287K -$79.3K -244 -23%
BPW
631
Bingham Private Wealth
California
$287K
FF
632
Francis Financial
$282K
ABWM
633
Alpine Bank Wealth Management
Colorado
$281K
FTWA
634
Fifth Third Wealth Advisors
Ohio
$277K -$166K -510 -39%
SCM
635
Sebold Capital Management
Illinois
$275K -$5.85K -18 -2%
FFG
636
Frisch Financial Group
New York
$275K
SWM
637
Silverlake Wealth Management
Vermont
$275K
PFG
638
Prosperity Financial Group
California
$275K
BIAS
639
Beacon Investment Advisory Services
New Jersey
$273K
SPFA
640
Summit Place Financial Advisors
New Jersey
$272K
Thrivent Financial for Lutherans
641
Thrivent Financial for Lutherans
Minnesota
$272K +$650 +2 +0.3%
AIM
642
AHL Investment Management
Florida
$270K
HW
643
Hancock Whitney
Mississippi
$270K +$249K +768 New
T. Rowe Price Associates
644
T. Rowe Price Associates
Maryland
$269K
AIM
645
Anchor Investment Management
South Carolina
$269K +$325 +1 +0.1%
CASB
646
Cape Ann Savings Bank
Massachusetts
$265K
RWB
647
RMR Wealth Builders
New Jersey
$265K +$325 +1 +0.1%
RAG
648
RIA Advisory Group
Iowa
$263K -$2.6K -8 -1%
BWP
649
Burling Wealth Partners
Illinois
$263K
VHAM
650
Van Hulzen Asset Management
California
$260K -$16.6K -51 -6%

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.