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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
YWM
276
Yardley Wealth Management
Pennsylvania
$1.85M -$47.6K -142 -2%
MCM
277
MAI Capital Management
Ohio
$1.84M +$1.34K +4 +0.1%
VPP
278
Vertex Planning Partners
Illinois
$1.84M -$23.5K -70 -1%
HFS
279
Heritage Financial Services
Massachusetts
$1.83M -$132K -393 -6%
NF
280
Nvest Financial
New Hampshire
$1.8M +$4.69K +14 +0.2%
DF
281
Dunhill Financial
United Kingdom
$1.8M -$382K -1,139 -17%
ACA
282
Aptus Capital Advisors
Alabama
$1.8M -$335 -1 -0%
IBOK
283
Independence Bank of Kentucky
Kentucky
$1.79M -$65.4K -195 -3%
SMWM
284
Silvia McColl Wealth Management
California
$1.77M -$9.05K -27 -0.5%
RPC
285
Rossmore Private Capital
Connecticut
$1.77M +$30.2K +90 +2%
MFT
286
Moisand Fitzgerald Tamayo
Florida
$1.76M
VP
287
Verum Partners
North Carolina
$1.76M
IFG
288
Independent Financial Group
California
$1.76M +$321K +957 +21%
WA
289
Wealth Architects
California
$1.75M
CTC
290
Central Trust Company
Missouri
$1.74M -$10.4K -31 -0.6%
FWP
291
Fiduciary Wealth Partners
Massachusetts
$1.73M +$1.83M +5,460 New
SB
292
Strategic Blueprint
Georgia
$1.7M +$10.4K +31 +0.6%
AIP
293
Almanack Investment Partners
Pennsylvania
$1.69M +$1.78M +5,315 New
BFG
294
Beacon Financial Group
Texas
$1.69M -$51K -152 -3%
LNB
295
Ledyard National Bank
$1.68M -$31.5K -94 -2%
PGA
296
Portland Global Advisors
Maine
$1.68M
KL
297
KilterHowling LLC
Colorado
$1.67M +$4.36K +13 +0.3%
HPA
298
High Probability Advisors
New York
$1.65M
AFA
299
Avant Financial Advisors
Texas
$1.63M +$57K +170 +3%
HIS
300
Harvest Investment Services
Illinois
$1.61M +$1.7M +5,066 New

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.