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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
AWMM
401
Aegis Wealth Management (Maryland)
Maryland
$874K +$922K +2,750 New
HSBC Holdings
402
HSBC Holdings
United Kingdom
$867K -$75.4K -225 -8%
AWM
403
Aprio Wealth Management
Georgia
$867K
IA
404
IFG Advisory
Georgia
$854K -$9.39K -28 -1%
SFWC
405
Strategic Family Wealth Counselors
New Jersey
$849K
UFF
406
USA Financial Formulas
Michigan
$847K -$79.5K -237 -8%
BF
407
Baring Financial
Washington
$847K -$305K -911 -25%
IAIM
408
International Assets Investment Management
Florida
$846K +$26.2K +78 +3%
WMP
409
Wealth Management Partners
Arizona
$843K -$3.02K -9 -0.3%
Empower Advisory Group
410
Empower Advisory Group
Colorado
$840K
SIA
411
Soltis Investment Advisors
Utah
$840K
AAMC
412
Asset Allocation & Management Company
Illinois
$839K
NA
413
Nestegg Advisors
New York
$837K
JSW
414
Journey Strategic Wealth
New Jersey
$836K -$2.1M -6,263 -70%
KA
415
Kovack Advisors
Florida
$833K -$196K -585 -18%
NPAN
416
Northeast Planning Associates NH
New Hampshire
$826K -$330K -984 -27%
FIB
417
First Interstate Bank
Montana
$813K -$298K -889 -26%
MAC
418
Mason & Associates (California)
California
$809K -$23.5K -70 -3%
WAL
419
W Advisors LLC
Tennessee
$801K +$1.68K +5 +0.2%
AWA
420
AGH Wealth Advisors
Kansas
$792K
PP
421
Prosperity Planning
Missouri
$789K -$113K -338 -12%
ACA
422
Affinity Capital Advisors
California
$784K -$8.38K -25 -1%
CFC
423
Coyle Financial Counsel
Illinois
$784K -$335 -1 -0%
VA
424
Valmark Advisers
Ohio
$776K -$3.02K -9 -0.4%
SYBT
425
Stock Yards Bank & Trust
Kentucky
$773K

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.