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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
KFI
726
Key Financial Inc
Pennsylvania
$166K
S
727
SignatureFD
Georgia
$157K -$6.82K -21 -4%
AA
728
Addison Advisors
Vermont
$155K
RDFA
729
Ritter Daniher Financial Advisory
Ohio
$153K
PFBT
730
Parkside Financial Bank & Trust
Missouri
$148K
FGC
731
Financial Gravity Companies
Texas
$145K +$134K +413 New
PWMG
732
Prestige Wealth Management Group
New Jersey
$142K +$325 +1 +0.2%
TFGT
733
TS Financial Group (TSFG)
Illinois
$140K
PAI
734
Pittenger & Anderson Inc
Nebraska
$139K -$1.62K -5 -1%
RIA
735
Realta Investment Advisors
Delaware
$139K
TFM
736
TFC Financial Management
Massachusetts
$132K
KG
737
Kilter Group
New York
$130K +$120K +370 New
GFA
738
Gallagher Fiduciary Advisors
Illinois
$124K +$320M +985,106 +31,808%
OIA
739
Optimum Investment Advisors
Illinois
$123K
GSWM
740
Golden State Wealth Management
California
$121K -$33.8K -104 -23%
AWM
741
Abound Wealth Management
Tennessee
$120K
SIC
742
Salem Investment Counselors
North Carolina
$114K -$1.62K -5 -2%
CIA
743
Cape Investment Advisory
Georgia
$106K +$325 +1 +0.3%
FRA
744
Front Row Advisors
California
$105K
NG
745
NWK Group
California
$103K
OL
746
one8zero8 LLC
North Carolina
$102K
SWP
747
Strategic Wealth Partners
Ohio
$101K +$93.9K +289 New
RP
748
Rowlandmiller & Partners
Georgia
$100K +$92.6K +285 New
HNB
749
Huntington National Bank
Ohio
$99K
CWM
750
Cranbrook Wealth Management
Michigan
$96.5K

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.