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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
WI
826
WBI Investments
New Jersey
-$4.91M -15,459 Closed
AIP
827
Almanack Investment Partners
Pennsylvania
-$1.69M -5,315 Closed
FSA
828
Financial Services Advisory
Maryland
-$1.41M -4,432 Closed
TC
829
TownSquare Capital
Utah
-$1.38M -4,329 Closed
CCMG
830
Clark Capital Management Group
Pennsylvania
-$1.37M -4,311 Closed
AMBIA
831
Allen Mooney & Barnes Investment Advisors
Georgia
-$1.34M -4,203 Closed
FCI
832
Financial Counselors Inc
Kansas
-$1.24M -3,893 Closed
Balyasny Asset Management
833
Balyasny Asset Management
Illinois
-$959K -3,018 Closed
AWMM
834
Aegis Wealth Management (Maryland)
Maryland
-$874K -2,750 Closed
RAS
835
RPS Advisory Solutions
Kentucky
-$737K -2,318 Closed
CFP
836
Catalyst Financial Partners
Massachusetts
-$530K -1,668 Closed
1SAMC
837
12th Street Asset Management Company
Tennessee
-$497K -1,564 Closed
VF
838
Vawter Financial
Ohio
-$481K -1,515 Closed
FAIM
839
Financial Advocates Investment Management
Washington
-$431K -1,356 Closed
QCG
840
Quadrant Capital Group
Ohio
-$428K -1,346 Closed
CAG
841
Csenge Advisory Group
Florida
-$361K -1,209 Closed
SSIM
842
Sheets Smith Investment Management
Texas
-$332K -1,044 Closed
KJHP
843
K.J. Harrison & Partners
Ontario, Canada
-$298K -937 Closed
EC
844
Estate Counselors
Wisconsin
-$265K -835 Closed
FA
845
Fermata Advisors
California
-$258K -812 Closed
SAW
846
Signal Advisors Wealth
Michigan
-$249K -785 Closed
WA
847
WBH Advisory
Maryland
-$232K -731 Closed
SEIA
848
Signature Estate & Investment Advisors
California
-$229K -721 Closed
SCM
849
Sterneck Capital Management
Missouri
-$227K -716 Closed
CWG
850
Cornerstone Wealth Group
North Carolina
-$226K -711 Closed

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.