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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
CPA
801
Cardiff Park Advisors
California
$19.1K -$17.5K -54 -50%
CB
802
CNB Bank
Pennsylvania
$17.6K
FP
803
Financial Perspectives
Minnesota
$17.6K
OA
804
Operose Advisors
Wisconsin
$17.2K
GWS
805
Glassman Wealth Services
Virginia
$17.1K
OC
806
Oakworth Capital
Alabama
$15.4K
National Bank of Canada
807
National Bank of Canada
Quebec, Canada
$15.1K
TC
808
Trust Company
Kansas
$11.9K +$325 +1 +3%
CPG
809
Cornerstone Planning Group
New Jersey
$11.6K
FFA
810
Frazier Financial Advisors
Ohio
$10.8K
TSMHT
811
Thurston Springer Miller Herd & Titak
Indiana
$10.8K
GEA
812
Glen Eagle Advisors
New Jersey
$10.5K
DWA
813
Delos Wealth Advisors
Texas
$9.83K +$9.09K +28 New
MLA
814
MB, Levis & Associates
Pennsylvania
$9.27K
GKIM
815
GW&K Investment Management
Massachusetts
$5K
WCM
816
WealthTrak Capital Management
Virginia
$4.56K
AIA
817
Armor Investment Advisors
North Carolina
$3.86K
MFC
818
Morris Financial Concepts
South Carolina
$3.51K
WWM
819
Wolff Wiese Magana
California
$3.51K
BL
820
BFSG LLC
California
$3.16K
SOS
821
Silver Oak Securities
Tennessee
$1.89K
NRG
822
Nemes Rush Group
Michigan
$351 -$974 -3 -75%
APW
823
Aventura Private Wealth
Florida
$351
SWIG
824
Strategic Wealth Investment Group
Kentucky
$351 +$325 +1 New
PIS
825
POM Investment Strategies
North Carolina
$343

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.