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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
NFG
76
Nations Financial Group
Iowa
$23.8M -$16.2K -50 -0.1%
SIM
77
Strategic Investment Management
Virginia
$22.5M -$18.8M -58,010 -47%
JIC
78
Johnson Investment Counsel
Ohio
$22.4M +$129K +397 +0.6%
SP
79
Stairway Partners
Illinois
$22.2M -$625K -1,924 -3%
CIA
80
Concurrent Investment Advisors
Florida
$22.1M +$20.1M +61,949 +6,079%
TW
81
Trajan Wealth
Arizona
$22M -$2.71M -8,347 -12%
TI
82
Truepoint Inc
Ohio
$21M -$6.82K -21 -0%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$20.9M -$310K -953 -2%
EP
84
EPIQ Partners
Minnesota
$20.8M +$632K +1,947 +3%
DPI
85
Diversified Portfolios Inc
Michigan
$20.3M +$1.32M +4,057 +8%
CFG
86
Citizens Financial Group
Rhode Island
$20.3M -$1.23M -3,792 -6%
CFGF
87
Compass Financial Group (Florida)
Florida
$20M -$48.4K -149 -0.3%
WTC
88
WhitTier Trust Company
Nevada
$19.5M -$325K -1,002 -2%
SEM
89
Strategic Equity Management
Arizona
$19.4M +$839K +2,583 +5%
WA
90
Wealthstream Advisors
New York
$18.9M
BCM
91
Brookstone Capital Management
Illinois
$18.7M -$1.56M -4,798 -8%
Cerity Partners
92
Cerity Partners
New York
$18.1M -$1.59M -4,905 -9%
MAWA
93
Moss Adams Wealth Advisors
Washington
$18M +$3.5M +10,787 +27%
FMWA
94
Forvis Mazars Wealth Advisors
Missouri
$17.9M -$170K -524 -1%
OBWP
95
O'Brien Wealth Partners
Massachusetts
$17.8M -$95.2K -293 -0.6%
FHA
96
First Horizon Advisors
Tennessee
$17.2M +$1.74M +5,354 +12%
BL
97
Balentine LLC
Georgia
$17.2M +$41.9K +129 +0.3%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$17.2M -$324K -998 -2%
KPWM
99
KDK Private Wealth Management
Texas
$15.7M +$12.7K +39 +0.1%
UCFA
100
United Capital Financial Advisors
Texas
$15.4M -$245K -755 -2%

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.