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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
PCIA
201
Prime Capital Investment Advisors
Kansas
$4.35M +$275K +848 +7%
BFC
202
Blue Fin Capital
Rhode Island
$4.31M -$213K -657 -5%
OSAM
203
O'Shaughnessy Asset Management
Connecticut
$4.21M -$71.8K -221 -2%
HF
204
HRT Financial
New York
$4.1M +$1.58M +4,866 +71%
CCB
205
Country Club Bank
Missouri
$4.05M -$36.7K -113 -1%
SFA
206
Sequoia Financial Advisors
Ohio
$4.02M -$370K -1,139 -9%
TFCP
207
Twin Focus Capital Partners
Massachusetts
$3.99M -$52K -160 -1%
CWM
208
Chesapeake Wealth Management
Virginia
$3.91M -$164K -504 -4%
FHC
209
First Heartland Consultants
Missouri
$3.83M -$4.97M -15,299 -58%
SWP
210
Stratos Wealth Partners
Ohio
$3.82M -$104K -319 -3%
SWA
211
Sax Wealth Advisors
New Jersey
$3.75M +$214K +660 +7%
SPP
212
Single Point Partners
Massachusetts
$3.74M +$159K +490 +5%
MFA
213
McClarren Financial Advisors
Pennsylvania
$3.7M +$1.11M +3,411 +48%
C
214
Certuity
Florida
$3.65M +$6.5K +20 +0.2%
EH
215
Equitable Holdings
New York
$3.62M +$198K +611 +6%
ZF
216
Zhang Financial
Michigan
$3.6M -$28.9K -89 -0.9%
Susquehanna International Group
217
Susquehanna International Group
Pennsylvania
$3.57M +$2.64M +8,120 +394%
BPA
218
Beacon Pointe Advisors
California
$3.54M -$90.3K -278 -3%
Natixis Advisors
219
Natixis Advisors
Massachusetts
$3.53M +$3.27M +10,055 New
IIM
220
Ironwood Investment Management
Massachusetts
$3.5M +$61.4K +189 +2%
WT
221
Washington Trust
Rhode Island
$3.5M -$11.4K -35 -0.4%
SCM
222
Sterling Capital Management
North Carolina
$3.47M -$872K -2,686 -21%
SHGA
223
Sand Hill Global Advisors
California
$3.46M -$8.45K -26 -0.3%
AA
224
Alesco Advisors
New York
$3.37M
WCM
225
Wealthcare Capital Management
Virginia
$3.3M -$400K -1,230 -12%

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.