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iShares Russell 3000 ETF

824 hedge funds and large institutions have $9.64B invested in iShares Russell 3000 ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 204 increasing their positions, 281 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more call options, than puts

Call options by funds: $8.34M | Put options by funds: $1.78M

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

8% more capital invested

Capital invested by funds: $8.96B → $9.64B (+$673M)

0% more funds holding

Funds holding: 823824 (+1)

2.97% less ownership

Funds ownership: 59.24%56.27% (-3%)

6% less funds holding in top 10

Funds holding in top 10: 4845 (-3)

27% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 281

Holders
824
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
10.82%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
0.59%
New
46
Increased
204
Reduced
281
Closed
29
Calls
$8.34M
Puts
$1.78M
Net Calls
+$6.56M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
701
DecisionMap Wealth Management
Virginia
$212K +$204K +559 New
AFG
702
Albion Financial Group
Utah
$211K
TAM
703
TCP Asset Management
Ohio
$211K +$203K +557 New
KBFS
704
Kohmann Bosshard Financial Services
Ohio
$210K +$202K +555 New
APW
705
Austin Private Wealth
Texas
$210K +$202K +555 New
Envestnet Portfolio Solutions
706
Envestnet Portfolio Solutions
Illinois
$210K -$2.43M -6,669 -92%
B
707
BetterWealth
California
$209K +$201K +551 New
MA
708
MCF Advisors
Kentucky
$208K
EC
709
EdgeRock Capital
Colorado
$208K +$201K +550 New
KA
710
Kearns & Associates
California
$208K +$200K +549 New
AWM
711
Austin Wealth Management
Texas
$208K +$200K +548 New
AFG
712
Allegheny Financial Group
Pennsylvania
$207K +$199K +547 New
CB
713
Cadence Bank
Mississippi
$207K -$50K -137 -20%
MGWM
714
Marks Group Wealth Management
Minnesota
$207K +$199K +545 New
AFA
715
American Financial Advisors
Georgia
$206K +$198K +543 New
OCPWS
716
One Charles Private Wealth Services
Massachusetts
$205K -$41.9K -115 -18%
SIM
717
Synergy Investment Management
Florida
$205K +$197K +540 New
WP
718
WealthShield Partners
North Carolina
$202K
SFM
719
Signet Financial Management
New Jersey
$201K +$193K +530 New
SNB
720
Security National Bank
Nebraska
$193K
BHWM
721
Beaird Harris Wealth Management
Texas
$191K
PMFA
722
Plante Moran Financial Advisors
Michigan
$188K -$551K -1,511 -75%
VWA
723
VSM Wealth Advisory
Maryland
$185K
PFM
724
Phillips Financial Management
Indiana
$179K
Qube Research & Technologies (QRT)
725
Qube Research & Technologies (QRT)
United Kingdom
$174K -$217K -595 -57%

IWV Hedge Fund Activity: Q3 2025 in Review

824 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q3 2025, worth a combined $9.64B — up 7.5% from $8.96B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IWV positions and 29 closed out — a net gain of 17 holders — while 204 added to existing stakes and 281 trimmed.

The largest buyer was BlackRock, adding an estimated $66.4M. The largest seller was Goldman Sachs, cutting an estimated $67.7M.

  • 824 institutional investors held iShares Russell 3000 ETF (IWV) as of Q3 2025, up from 823 in Q2 2025.
  • Funds reported $9.64B of iShares Russell 3000 ETF stock for Q3 2025, up 7.5% quarter-over-quarter.
  • 46 funds opened new iShares Russell 3000 ETF positions in Q3 2025 and 29 closed out, a net change of +17 holders.
  • The largest iShares Russell 3000 ETF buyer in Q3 2025 was BlackRock, an estimated $66.4M added.
  • The largest iShares Russell 3000 ETF seller in Q3 2025 was Goldman Sachs, an estimated $67.7M sold.

Based on aggregated 13F filings for Q3 2025.