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iShares Russell 3000 ETF

804 hedge funds and large institutions have $7.98B invested in iShares Russell 3000 ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 214 increasing their positions, 268 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $5.11M | Put options by funds: $2.41M

0.28% more ownership

Funds ownership: 55%55.28% (+0.28%)

5% less funds holding

Funds holding: 850804 (-46)

7% less capital invested

Capital invested by funds: $8.61B → $7.98B (-$624M)

14% less funds holding in top 10

Funds holding in top 10: 5850 (-8)

20% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 268

39% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 67

Holders
804
Holders Change
-46
Holders Change %
-5.41%
% of All Funds
10.78%
Holding in Top 10
50
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.79%
% of All Funds
0.67%
New
41
Increased
214
Reduced
268
Closed
67
Calls
$5.11M
Puts
$2.41M
Net Calls
+$2.7M
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
226
Fort Washington Investment Advisors
Ohio
$2.98M -$9.72K -29 -0.3%
FA
227
Fiducient Advisors
Illinois
$2.98M +$2.12M +6,332 +207%
WIA
228
Wealthedge Investment Advisors
New York
$2.98M -$783K -2,334 -20%
IFWM
229
Institute for Wealth Management
Colorado
$2.97M
FHB
230
First Hawaiian Bank
Hawaii
$2.97M -$233K -696 -7%
FOR
231
Family Office Research
Maryland
$2.94M -$389K -1,159 -11%
USCWA
232
U.S. Capital Wealth Advisors
Texas
$2.94M -$30.2K -90 -1%
LFP
233
Lakeshore Financial Planning
Michigan
$2.92M -$13.1K -39 -0.4%
TWM
234
Tolleson Wealth Management
Texas
$2.88M
CFA
235
Cahill Financial Advisors
Minnesota
$2.86M +$4.69K +14 +0.2%
IAN
236
Integrated Advisors Network
Texas
$2.85M -$55K -164 -2%
M&T Bank
237
M&T Bank
New York
$2.85M -$851K -2,539 -22%
CQWA
238
Chokshi & Queen Wealth Advisors
California
$2.78M -$23.5K -70 -0.8%
BFPW
239
BOK Financial Private Wealth
Colorado
$2.78M
CHC
240
City Holding Co
West Virginia
$2.77M -$9.72K -29 -0.3%
MPCG
241
Matrix Private Capital Group
New York
$2.75M
WPC
242
Wedmont Private Capital
Pennsylvania
$2.66M +$111K +331 +4%
AQR Capital Management
243
AQR Capital Management
Connecticut
$2.59M +$367K +1,095 +16%
ZIM
244
Zacks Investment Management
Illinois
$2.57M -$9.23M -27,519 -77%
EPAM
245
Evelyn Partners Asset Management
$2.56M +$2.71M +8,071 New
NW
246
NewEdge Wealth
Pennsylvania
$2.51M -$8.72K -26 -0.3%
FNBOO
247
First National Bank of Omaha
Nebraska
$2.51M
PA
248
Planning Alternatives
Michigan
$2.44M
Envestnet Portfolio Solutions
249
Envestnet Portfolio Solutions
Illinois
$2.42M -$611K -1,823 -19%
FLPIM
250
F.L. Putnam Investment Management
Massachusetts
$2.38M -$1.34K -4 -0.1%

IWV Hedge Fund Activity: Q1 2025 in Review

804 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q1 2025, worth a combined $7.98B — down 7.3% from $8.61B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of IWV and 41 opened new positions — a net loss of 26 holders — while 268 trimmed existing stakes and 214 added.

The largest buyer was Goldman Sachs, adding an estimated $97.1M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $122M.

  • 804 institutional investors held iShares Russell 3000 ETF (IWV) as of Q1 2025, down from 850 in Q4 2024.
  • Funds reported $7.98B of iShares Russell 3000 ETF stock for Q1 2025, down 7.3% quarter-over-quarter.
  • 41 funds opened new iShares Russell 3000 ETF positions in Q1 2025 and 67 closed out, a net change of -26 holders.
  • The largest iShares Russell 3000 ETF buyer in Q1 2025 was Goldman Sachs, an estimated $97.1M added.
  • The largest iShares Russell 3000 ETF seller in Q1 2025 was BNP Paribas Financial Markets, an estimated $122M sold.

Based on aggregated 13F filings for Q1 2025.