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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
EW
351
Evoke Wealth
California
$1.14M
RPGK
352
Retirement Planning Group (Kansas)
Kansas
$1.14M
FCM
353
Firestone Capital Management
Florida
$1.14M +$1.01K +3 +0.1%
ITIM
354
Indiana Trust & Investment Management
Indiana
$1.13M
Neuberger Berman Group
355
Neuberger Berman Group
New York
$1.12M -$197K -587 -14%
SFO
356
Stokes Family Office
Louisiana
$1.11M
WAP
357
Wealthcare Advisory Partners
Pennsylvania
$1.1M
SP
358
Stonebrook Private
Michigan
$1.1M +$847K +2,525 +270%
BWP
359
Bernardo Wealth Planning
Pennsylvania
$1.08M
AWE
360
Avidian Wealth Enterprises
Texas
$1.07M +$265K +789 +31%
FSA
361
Fort Sheridan Advisors
Illinois
$1.07M
BCWM
362
Bartlett & Co Wealth Management
Ohio
$1.06M +$677K +2,020 +152%
AF
363
Atala Financial
California
$1.05M -$50.3K -150 -4%
CWM
364
Cahaba Wealth Management
Georgia
$1.05M -$15.1K -45 -1%
SCG
365
Sonata Capital Group
Washington
$1.04M
ZBNA
366
Zions Bancorporation, National Association
Utah
$1.04M +$1.1M +3,270 New
XF
367
XML Financial
Maryland
$1.03M
WDL
368
Well Done LLC
Michigan
$1.03M -$35.5K -106 -3%
IWM
369
IHT Wealth Management
Illinois
$1.03M -$485K -1,448 -31%
SSWM
370
Smith Salley Wealth Management
North Carolina
$1.03M +$14.4K +43 +1%
KAM
371
KEB Asset Management
Illinois
$1.01M
GL
372
Graypoint LLC
New York
$1.01M
VWA
373
Visionary Wealth Advisors
Illinois
$1.01M +$2.68K +8 +0.3%
Qube Research & Technologies (QRT)
374
Qube Research & Technologies (QRT)
United Kingdom
$1.01M +$759K +2,265 +251%
GIA
375
GHP Investment Advisors
Colorado
$1.01M +$335 +1 +0%

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.