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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
CWP
751
Concord Wealth Partners
Virginia
$91.8K +$325 +1 +0.4%
Russell Investments Group
752
Russell Investments Group
United Kingdom
$87K -$5.52K -17 -6%
JFA
753
JNBA Financial Advisors
Minnesota
$84.3K +$15.3K +47 +24%
TVWM
754
Tower View Wealth Management
Wisconsin
$83.8K -$2.92K -9 -4%
FFA
755
Founders Financial Alliance
North Carolina
$82.8K -$1.3K -4 -2%
BSB
756
Bangor Savings Bank
Maine
$79K
MEG
757
Millstone Evans Group
Colorado
$73K
CB
758
Centennial Bank
Arkansas
$72.7K +$52K +160 +340%
MPWT
759
MassMutual Private Wealth & Trust
Connecticut
$70.2K +$65K +200 New
PK
760
Pflug Koory
Nebraska
$69.3K +$325 +1 +0.5%
CWM
761
Copia Wealth Management
Oregon
$67.4K
CFFP
762
Center for Financial Planning
Michigan
$61.8K +$39K +120 +214%
BCMLT
763
Beacon Capital Management LLC (Tennessee)
Tennessee
$61.5K +$27.9K +86 +97%
DWA
764
Dougherty Wealth Advisers
Minnesota
$61.4K
DAM
765
Delta Asset Management
Tennessee
$58.6K -$5.52K -17 -9%
SVCP
766
Silicon Valley Capital Partners
California
$58.5K +$325 +1 +0.6%
Federated Hermes
767
Federated Hermes
Pennsylvania
$56.2K -$1.52M -4,682 -97%
BTI
768
Blue Trust Inc
Georgia
$55.2K +$3.25K +10 +7%
OP
769
ORG Partners
Indiana
$53.4K
1IA
770
1620 Investment Advisors
Massachusetts
$51.9K -$16.2K -50 -25%
T
771
Tidemark
California
$51.9K
BA
772
Ballast Advisors
Minnesota
$49.6K
APW
773
Atlantic Private Wealth
North Carolina
$49.2K
GC
774
Garde Capital
Washington
$48.4K
TFG
775
Team Financial Group
California
$46K +$42.5K +131 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.