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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
MWM
176
Mission Wealth Management
California
$5.75M -$160K -493 -3%
AWP
177
Ascent Wealth Partners
New York
$5.55M
SHIM
178
Stone House Investment Management
Pennsylvania
$5.53M +$5.05M +15,559 +8,146%
AWM
179
Aries Wealth Management
Maine
$5.37M
PAG
180
Private Advisor Group
New Jersey
$5.35M -$411K -1,266 -8%
WHCFA
181
William Howard & Co Financial Advisors
Tennessee
$5.27M +$39.3K +121 +0.8%
FC
182
Financial Council
Maryland
$5.2M -$268K -824 -5%
CA
183
Cambridge Associates
Massachusetts
$5.12M +$173K +534 +4%
SAM
184
Silvercrest Asset Management
New York
$5.12M -$565K -1,741 -11%
CAM
185
Cozad Asset Management
Illinois
$5.11M
MPPLM
186
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.07M +$439K +1,353 +10%
VFA
187
Valeo Financial Advisors
Indiana
$5.06M +$31.8K +98 +0.7%
STA
188
Summit Trail Advisors
New York
$5M +$4.63M +14,258 New
AWA
189
Aquire Wealth Advisors
Utah
$4.87M -$2.92K -9 -0.1%
NA
190
NewEdge Advisors
Louisiana
$4.71M -$100K -308 -2%
IDA
191
Intelligence Driven Advisers
California
$4.69M -$333K -1,024 -7%
SQA
192
Simon Quick Advisors
New Jersey
$4.69M -$172K -530 -4%
LFS
193
Lutz Financial Services
Nebraska
$4.65M
GP
194
Greenline Partners
New York
$4.65M
EWA
195
EP Wealth Advisors
California
$4.64M -$294K -905 -6%
CRC
196
Curi RMB Capital
Illinois
$4.47M +$3.5M +10,784 +552%
SFS
197
Sowell Financial Services
Arkansas
$4.44M -$438K -1,348 -10%
FPAS
198
Focus Partners Advisor Solutions
Missouri
$4.4M -$30.9K -95 -0.8%
SB
199
Simmons Bank
Arkansas
$4.36M -$277K -853 -6%
MLFP
200
MPS Loria Financial Planners
Illinois
$4.35M -$520K -1,602 -11%

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.