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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
SCM
1
SCS Capital Management
Massachusetts
$658M -$8.83M -27,189 -1%
Goldman Sachs
2
Goldman Sachs
New York
$572M +$231M +710,119 +77%
Morgan Stanley
3
Morgan Stanley
New York
$451M +$40.3M +124,212 +11%
BlackRock
4
BlackRock
New York
$421M +$92.2M +283,979 +31%
Northern Trust
5
Northern Trust
Illinois
$369M -$26.4M -81,431 -7%
Bank of America
6
Bank of America
North Carolina
$247M -$29.6M -91,212 -11%
UMC
7
UNC Management Company
North Carolina
$203M +$489K +1,506 +0.3%
JP Morgan Chase
8
JP Morgan Chase
New York
$188M -$12.7M -39,227 -7%
LPL Financial
9
LPL Financial
California
$176M -$354K -1,089 -0.2%
Ameriprise
10
Ameriprise
Minnesota
$158M +$20.1M +61,982 +16%
UBS Group
11
UBS Group
Switzerland
$149M -$4.08M -12,553 -3%
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$128M +$136K +418 +0.1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$128M +$14.4M +44,221 +14%
P
14
Pitcairn
Pennsylvania
$127M -$56.8M -174,828 -33%
EK
15
Evensky & Katz
Florida
$127M -$1.42M -4,360 -1%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$122M +$4.64M +14,277 +4%
HighTower Advisors
17
HighTower Advisors
Illinois
$107M -$1.48M -4,552 -1%
Lido Advisors
18
Lido Advisors
California
$106M +$2.15M +6,613 +2%
TF
19
TLWM Financial
Texas
$103M -$461K -1,418 -0.5%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$98.8M +$19.2M +58,986 +27%
Wells Fargo
21
Wells Fargo
California
$92.9M -$2.38M -7,330 -3%
ST
22
Sentinel Trust
Texas
$86.8M -$1.86M -5,715 -2%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$82.3M +$7.35M +22,641 +11%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$79.4M -$23.6M -72,754 -24%
William Blair & Company
25
William Blair & Company
Illinois
$69.6M -$310K -955 -0.5%

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.