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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
MAG
651
M3 Advisory Group
Massachusetts
$259K +$240K +738 New
HR
652
Howe & Rusling
New York
$259K -$54.9K -169 -19%
IAG
653
Investmark Advisory Group
Connecticut
$258K
AA
654
Auxano Advisors
Washington
$258K
SC
655
Sapient Capital
Indiana
$258K
CFS
656
Cannon Financial Strategists
Georgia
$254K
SFC
657
Strategic Financial Concepts
Texas
$251K -$6.5K -20 -3%
FHA
658
Flagship Harbor Advisors
Massachusetts
$250K
LWCFA
659
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$249K
BRWA
660
B. Riley Wealth Advisors
Florida
$249K +$231K +710 New
MPM
661
Meritage Portfolio Management
Kansas
$249K
EFMC
662
Empire Financial Management Company
New York
$249K -$5.85K -18 -2%
AIM
663
Acropolis Investment Management
Missouri
$246K
BNMT
664
Bawa N Mallick Trust
New York
$246K
CWM
665
Centurion Wealth Management
Virginia
$246K +$227K +700 New
FCBT
666
First Citizens Bank & Trust
North Carolina
$244K -$29.6K -91 -12%
CAM
667
Campion Asset Management
Virginia
$244K -$2.6K -8 -1%
SWGC
668
Summit Wealth Group (Colorado)
Colorado
$241K +$223K +686 New
CB
669
Cadence Bank
Mississippi
$239K
CP
670
Canopy Partners
Ohio
$239K
HP
671
Holistic Planning
Texas
$239K
TAM
672
Titleist Asset Management
Texas
$239K
NW
673
Naviter Wealth
Arkansas
$239K
GSAM
674
Grant Street Asset Management
Pennsylvania
$239K -$5.2K -16 -2%
SCTC
675
Sanibel Captiva Trust Company
Florida
$237K

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.