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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
VWM
151
Vigilare Wealth Management
Arizona
$7.45M +$6.9M +21,230 New
LNWWM
152
Laird Norton Wetherby Wealth Management
California
$7.38M +$6.83M +21,032 New
QCM
153
Quantinno Capital Management
New York
$7.33M +$1.26M +3,886 +23%
Baird Financial Group
154
Baird Financial Group
Wisconsin
$7.12M -$5.2K -16 -0.1%
LT
155
Legacy Trust
Michigan
$7.09M -$229K -705 -3%
TRCT
156
Tower Research Capital (TRC)
New York
$7.05M +$6.51M +20,050 +62,656%
LBC
157
Lowe Brockenbrough & Co
Virginia
$6.94M +$5.15M +15,865 +407%
Prudential Financial
158
Prudential Financial
New Jersey
$6.8M +$3.14M +9,680 +100%
SCM
159
Sheridan Capital Management
California
$6.77M -$161K -496 -3%
WT
160
Whittier Trust
California
$6.66M
JPG
161
Jordan Park Group
California
$6.63M
WPA
162
West Paces Advisors
Georgia
$6.63M -$40.6K -125 -0.7%
GIM
163
Glenmede Investment Management
Pennsylvania
$6.49M +$6M +18,481 New
TFP
164
Triune Financial Partners
Kansas
$6.4M +$15.6K +48 +0.3%
HHGA
165
Halbert Hargrove Global Advisors
California
$6.38M -$28.6K -88 -0.5%
BCI
166
Brinker Capital Investments
Pennsylvania
$6.36M +$4.22K +13 +0.1%
CWM
167
Cedar Wealth Management
California
$6.33M +$842K +2,591 +17%
EW
168
Elyxium Wealth
California
$6.22M
BCM
169
BTC Capital Management
Iowa
$6.17M -$189K -583 -3%
CPIG
170
Chicago Partners Investment Group
Illinois
$6.15M +$325 +1 +0%
MML Investors Services
171
MML Investors Services
Massachusetts
$6.05M +$1.24M +3,827 +29%
Victory Capital Management
172
Victory Capital Management
Texas
$6.05M -$1.81M -5,575 -24%
WAG
173
Winthrop Advisory Group
Massachusetts
$5.92M +$641K +1,972 +13%
GC
174
Gilbert & Cook
Iowa
$5.82M
AAS
175
Ameritas Advisory Services
Nebraska
$5.77M -$401K -1,236 -7%

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.