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iShares Russell 3000 ETF
IWV

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: 850 → 804 (-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: 58 → 50 (-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

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$97.1M
2
SCM
SCS Capital Management
Massachusetts
+$52.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$52.7M
4
BC
Bricktown Capital
Michigan
+$48M
5
BlackRock
BlackRock
New York
+$41.8M

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$122M
2
Bank of America
Bank of America
North Carolina
-$75.2M
3
CA
CSM Advisors
Pennsylvania
-$62.4M
4
IAA
Independent Advisor Alliance
North Carolina
-$27.3M
5
Ameriprise
Ameriprise
Minnesota
-$21.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
OAS
376
Optivise Advisory Services
Tennessee
$997K – – –
PPW
377
Parcion Private Wealth
Washington
$988K – – –
WS
378
Wedbush Securities
California
$984K +$2.01K +6 +0.2%
GFA
379
Gallagher Fiduciary Advisors
Illinois
$984K +$1.04M +3,097 New
SMA
380
Sage Mountain Advisors
Georgia
$970K – – –
IWMA
381
Ironwood Wealth Management (Arizona)
Arizona
$967K – – –
HAIM
382
Hunter Associates Investment Management
Pennsylvania
$966K +$1.02M +3,040 New
LAS
383
LWM Advisory Services
Florida
$966K – – –
Balyasny Asset Management
384
Balyasny Asset Management
Illinois
$959K +$1.01M +3,018 New
EGA
385
E&G Advisors
Texas
$954K – – –
RWP
386
RWA Wealth Partners
Massachusetts
$945K – – –
BAM
387
Beaumont Asset Management
Texas
$935K -$8.38K -25 -0.8%
CCM
388
Condor Capital Management
New Jersey
$933K – – –
GCA
389
Greenwood Capital Associates
South Carolina
$922K -$15.4K -46 -2%
FNC
390
First National Corp
Massachusetts
$922K – – –
RSC
391
Red Spruce Capital
Pennsylvania
$914K -$65K -194 -6%
CWA
392
CM Wealth Advisors
Ohio
$911K – – –
DAS
393
Dynamic Advisor Solutions
Arizona
$894K +$1.34K +4 +0.1%
SW
394
SkyOak Wealth
Michigan
$894K -$15.1K -45 -2%
AG
395
Ascent Group
Virginia
$892K +$941K +2,808 New
JWM
396
Jackson Wealth Management
Florida
$890K – – –
JWCA
397
J.W. Cole Advisors
Florida
$887K -$504K -1,504 -35%
GT
398
Glenview Trust
Kentucky
$885K – – –
CNB
399
Camden National Bank
Maine
$878K – – –
SIG
400
Sargent Investment Group
Maryland
$878K +$668K +1,991 +258%
14 15
16
17 18

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.