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iShares Russell 3000 ETF

905 hedge funds and large institutions have $11.6B invested in iShares Russell 3000 ETF in 2026 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 209 increasing their positions, 274 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 35

168% more call options, than puts

Call options by funds: $17.5M | Put options by funds: $6.52M

14% more capital invested

Capital invested by funds: $10.2B → $11.6B (+$1.43B)

5% more funds holding in top 10

Funds holding in top 10: 4345 (+2)

4% more funds holding

Funds holding: 868905 (+37)

2.05% less ownership

Funds ownership: 62.03%59.98% (-2.1%)

24% less repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 274

Holders
905
Holders Change
+37
Holders Change %
+4.26%
% of All Funds
10.95%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.54%
New
94
Increased
209
Reduced
274
Closed
35
Calls
$17.5M
Puts
$6.52M
Net Calls
+$11M
Net Calls Change
-$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
901
Silver Oak Securities
Tennessee
$2.3K -$138K -336 -99%
PWM
902
Proathlete Wealth Management
Florida
$2.15K
BL
903
BFSG LLC
California
$2.13K
SA
904
Strategic Advocates
Utah
$2.13K
NFSG
905
Newbridge Financial Services Group
Florida
$855 +$824 +2 New
NRG
906
Nemes Rush Group
Michigan
$426
Calamos Advisors
907
Calamos Advisors
Illinois
-$57.1M -153,920 Closed
GAA
908
Global Assets Advisory
Florida
-$431K -4,218 Closed
BW
909
Bravera Wealth
North Dakota
-$1.14M -3,068 Closed
EW
910
Evoke Wealth
California
-$955K -2,577 Closed
QPWM
911
Quadrant Private Wealth Management
Pennsylvania
-$946K -2,553 Closed
IAA
912
Independent Advisor Alliance
North Carolina
-$852K -2,299 Closed
SYBT
913
Stock Yards Bank & Trust
Kentucky
-$805K -2,172 Closed
DWP
914
Destiny Wealth Partners
Florida
-$798K -2,154 Closed
1SAMC
915
12th Street Asset Management Company
Tennessee
-$641K -1,730 Closed
FA
916
Fiduciary Alliance
South Carolina
-$662K -1,661 Closed
VCM
917
Virtue Capital Management
Tennessee
-$568K -1,579 Closed
WWC
918
Waypoint Wealth Counsel
Georgia
-$554K -1,495 Closed
GSEP
919
Golden State Equity Partners
California
-$338K -912 Closed
LWM
920
Lyell Wealth Management
California
-$334K -900 Closed
KPWG
921
KFA Private Wealth Group
Virginia
-$284K -767 Closed
HW
922
Hancock Whitney
Mississippi
-$284K -766 Closed
PA
923
Procyon Advisors
Connecticut
-$276K -745 Closed
CWM
924
Centurion Wealth Management
Virginia
-$259K -700 Closed
MIA
925
MainStreet Investment Advisors
Illinois
-$229K -619 Closed

IWV Hedge Fund Activity: Q2 2026 in Review

905 of the 8,263 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q2 2026, worth a combined $11.6B — up 14% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new IWV positions and 35 closed out — a net gain of 59 holders — while 209 added to existing stakes and 274 trimmed.

The largest buyer was American Family Investments, adding an estimated $323M. The largest seller was Gallagher Fiduciary Advisors, cutting an estimated $397M.

  • 905 institutional investors held iShares Russell 3000 ETF (IWV) as of Q2 2026, up from 868 in Q1 2026.
  • Funds reported $11.6B of iShares Russell 3000 ETF stock for Q2 2026, up 14% quarter-over-quarter.
  • 94 funds opened new iShares Russell 3000 ETF positions in Q2 2026 and 35 closed out, a net change of +59 holders.
  • The largest iShares Russell 3000 ETF buyer in Q2 2026 was American Family Investments, an estimated $323M added.
  • The largest iShares Russell 3000 ETF seller in Q2 2026 was Gallagher Fiduciary Advisors, an estimated $397M sold.

Based on aggregated 13F filings for Q2 2026.