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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
PGFC
326
Peapack-Gladstone Financial Corp
New Jersey
$1.32M -$9.72K -29 -0.7%
CWM
327
Congress Wealth Management
Massachusetts
$1.3M +$671 +2 +0%
CGA
328
Crescent Grove Advisors
Illinois
$1.28M -$243K -725 -15%
CFO
329
CVA Family Office
Colorado
$1.27M -$134K -400 -9%
GLLW
330
Graves Light Lenhart Wealth
Virginia
$1.27M
SIG
331
Stonegate Investment Group
Alabama
$1.24M +$4.02K +12 +0.3%
SWM
332
SilverOak Wealth Management
Minnesota
$1.24M
LBC
333
Lowe Brockenbrough & Co
Virginia
$1.24M
FCI
334
Financial Counselors Inc
Kansas
$1.24M -$10.7K -32 -0.8%
APG
335
Abacus Planning Group
South Carolina
$1.23M
CAL
336
Capital Analysts LLC
Pennsylvania
$1.23M +$150K +446 +13%
MFG
337
MidWestOne Financial Group
Iowa
$1.22M
CNBT
338
Canandaigua National Bank & Trust
New York
$1.22M
ADL
339
Asset Dedication LLC
California
$1.22M
VCP
340
Vista Capital Partners
Oregon
$1.21M
LWA
341
Lowe Wealth Advisors
Maryland
$1.21M +$10.1K +30 +0.8%
Renaissance Technologies
342
Renaissance Technologies
New York
$1.21M -$2.51M -7,500 -66%
AAM
343
Augustine Asset Management
Florida
$1.2M -$43.9K -131 -3%
SPIA
344
Steward Partners Investment Advisory
New York
$1.19M -$101K -300 -7%
SM
345
Sensible Money
Arizona
$1.18M
Luther King Capital Management (LKCM)
346
Luther King Capital Management (LKCM)
Texas
$1.18M
SIA
347
Schechter Investment Advisors
Michigan
$1.18M +$1.25M +3,716 New
EPP
348
ETF Portfolio Partners
Kansas
$1.17M -$2.01K -6 -0.2%
RBWA
349
RFG - Bristol Wealth Advisors
Massachusetts
$1.16M +$330K +984 +37%
PFA
350
Pure Financial Advisors
California
$1.16M -$8.38K -25 -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.