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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
GSEP
676
Golden State Equity Partners
California
$237K -$12.3K -38 -5%
CIM
677
CIM Investment Management
Pennsylvania
$234K -$245K -755 -53%
KAM
678
Knightsbridge Asset Management
California
$234K +$217K +668 New
MAM
679
Marquette Asset Management
Minnesota
$232K
PJWM
680
Philip James Wealth Mangement
Georgia
$232K +$650 +2 +0.3%
CFS
681
CRA Financial Services
New Jersey
$232K
CG
682
CFO4Life Group
Texas
$231K -$53.6K -165 -20%
OCPWS
683
One Charles Private Wealth Services
Massachusetts
$231K
KAS
684
KPP Advisory Services
Kentucky
$230K +$212K +654 New
MWP
685
Meridian Wealth Partners
Pennsylvania
$228K
BHIA
686
Birch Hill Investment Advisors
Massachusetts
$228K
RWM
687
Rezny Wealth Management
Florida
$228K
RT
688
Rockland Trust
Massachusetts
$228K
WJWM
689
Williams Jones Wealth Management
New York
$228K +$211K +650 New
LWM
690
LJI Wealth Management
Indiana
$227K +$210K +647 New
PWMG
691
Private Wealth Management Group
New Jersey
$226K
OIA
692
OneDigital Investment Advisors
Kansas
$223K
SFP
693
SwitchPoint Financial Planning
Utah
$223K
PCFFS
694
Pacific Center for Financial Services
California
$221K
FCAS
695
First Command Advisory Services
Texas
$221K -$16.6K -51 -8%
PIM
696
Penobscot Investment Management
Massachusetts
$220K +$203K +626 New
PCM
697
Parsons Capital Management
Rhode Island
$219K +$203K +625 New
AUB
698
Atlantic Union Bankshares
Virginia
$219K +$203K +624 New
GFL
699
Granite FO LLC
New Hampshire
$215K
PIFP
700
Partners in Financial Planning
Virginia
$214K +$198K +611 New

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.