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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
FEG
101
Fund Evaluation Group
Ohio
$15.3M +$2.05M +6,305 +17%
CAG
102
Crestwood Advisors Group
Massachusetts
$15.2M +$11.7K +36 +0.1%
Citigroup
103
Citigroup
New York
$15.2M +$2.15M +6,614 +18%
HA
104
Hanover Advisors
South Carolina
$14.4M -$292K -900 -2%
AG
105
AlTi Global
New York
$14.1M -$364K -1,121 -3%
TWM
106
Tanager Wealth Management
United Kingdom
$13.8M +$289K +889 +2%
MI
107
Moneywise Inc
Virginia
$13.7M +$712K +2,193 +6%
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$13.3M +$481K +1,481 +4%
Truist Financial
109
Truist Financial
North Carolina
$13.3M +$85.4K +263 +0.7%
IIM
110
Ipswich Investment Management
Massachusetts
$13.3M -$89.6K -276 -0.7%
Brown Advisory
111
Brown Advisory
Maryland
$13.3M -$2.38M -7,342 -16%
KAS
112
Kestra Advisory Services
Texas
$13M -$6.35M -19,553 -34%
CCA
113
Conservest Capital Advisors
Pennsylvania
$13M +$3.25K +10 +0%
FNT
114
First National Trust
Pennsylvania
$12.9M -$776K -2,389 -6%
Creative Planning
115
Creative Planning
Kansas
$12.8M +$52.9K +163 +0.4%
RBC
116
Roble Belko & Company
Pennsylvania
$12.8M -$247K -761 -2%
UB
117
UMB Bank
Missouri
$12.7M -$787K -2,422 -6%
AIM
118
Allen Investment Management
New York
$12.4M
AFI
119
American Family Investments
Wisconsin
$12.1M +$11.2M +34,518 New
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$12.1M +$128K +393 +1%
JWA
121
JFS Wealth Advisors
Pennsylvania
$12M -$116K -358 -1%
CIBC Private Wealth Group
122
CIBC Private Wealth Group
Georgia
$11.3M +$818K +2,520 +9%
BWM
123
BigSur Wealth Management
Florida
$11.1M -$1.07M -3,300 -9%
PCIG
124
Partners Capital Investment Group
Massachusetts
$10.4M -$1.94M -5,964 -17%
JA
125
JVL Associates
Michigan
$10.2M

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.