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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
MF
301
Manchester Financial
California
$1.6M
JIP
302
Jaffetilchin Investment Partners
Florida
$1.59M +$2.35K +7 +0.1%
Federated Hermes
303
Federated Hermes
Pennsylvania
$1.54M -$4.05M -12,080 -71%
MGIA
304
Moneta Group Investment Advisors
Missouri
$1.53M +$21.1K +63 +1%
GWANC
305
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.52M +$3.02K +9 +0.2%
NEPWA
306
New England Private Wealth Advisors
Massachusetts
$1.48M +$4.02K +12 +0.3%
SFG
307
Sterling Financial Group
California
$1.48M
GWMR
308
GC Wealth Management RIA
Massachusetts
$1.48M -$6.71K -20 -0.4%
PAIM
309
Punch & Associates Investment Management
Minnesota
$1.47M -$36.2K -108 -2%
IWC
310
Integrated Wealth Concepts
Massachusetts
$1.45M -$309K -921 -17%
WWC
311
Waypoint Wealth Counsel
Georgia
$1.44M +$3.69K +11 +0.2%
MWA
312
Motive Wealth Advisors
Michigan
$1.43M
FSA
313
Financial Services Advisory
Maryland
$1.41M -$2.67M -7,951 -64%
FRA
314
Frank Rimerman Advisors
California
$1.41M +$994K +2,965 +203%
BW
315
BIP Wealth
Georgia
$1.4M -$6.37K -19 -0.4%
CTA
316
Chesley Taft & Associates
Illinois
$1.39M -$45.3K -135 -3%
TC
317
TownSquare Capital
Utah
$1.38M -$147K -439 -9%
CCMG
318
Clark Capital Management Group
Pennsylvania
$1.37M -$12M -35,901 -89%
EWM
319
Evercore Wealth Management
New York
$1.35M +$20.1K +60 +1%
TVAMP
320
Tennessee Valley Asset Management Partners
Tennessee
$1.35M
SA
321
Sanctuary Advisors
Indiana
$1.35M +$335 +1 +0%
WIA
322
World Investment Advisors
California
$1.34M -$94.2K -281 -6%
AMBIA
323
Allen Mooney & Barnes Investment Advisors
Georgia
$1.34M
SPC
324
Sigma Planning Corp
Michigan
$1.33M +$17.1K +51 +1%
DADC
325
D.A. Davidson & Co
Montana
$1.33M -$9.72K -29 -0.7%

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.