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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
CCM
426
Coldstream Capital Management
Washington
$750K +$137K +410 +21%
GVAG
427
Great Valley Advisor Group
Delaware
$749K +$523K +1,561 +196%
BEC
428
Blue Edge Capital
Virginia
$745K -$105K -313 -12%
SW
429
SlateStone Wealth
Florida
$744K +$335 +1 +0%
CFA
430
Capstone Financial Advisors
Illinois
$742K +$2.35K +7 +0.3%
MWM
431
Modern Wealth Management
Kansas
$740K +$781K +2,330 New
WFA
432
Wade Financial Advisory
California
$740K
HFRG
433
Houlihan Financial Resource Group
Virginia
$738K
RAS
434
RPS Advisory Solutions
Kentucky
$737K +$777K +2,318 New
CCA
435
Cobblestone Capital Advisors
New York
$734K -$4.02K -12 -0.5%
CWP
436
Cyndeo Wealth Partners
Florida
$732K
PTC
437
Private Trust Company
Ohio
$724K
MCA
438
Martin Capital Advisors
Texas
$718K
PA
439
Procyon Advisors
Connecticut
$716K -$83.8K -250 -10%
NG
440
Norden Group
Utah
$697K -$147K -439 -17%
AF
441
Allworth Financial
California
$692K +$57K +170 +8%
SAM
442
Smartleaf Asset Management
Massachusetts
$678K -$16.1K -48 -2%
FH
443
FWG Holdings
Florida
$673K -$8.38K -25 -1%
HCM
444
Hollencrest Capital Management
California
$672K -$496K -1,480 -41%
JWBC
445
J.W. Burns & Co
New York
$670K +$8.05K +24 +1%
OA
446
Oxbow Advisors
Texas
$669K
NED
447
Nancy E. Dempze
$668K
ECM
448
Evergreen Capital Management
Washington
$666K
PCA
449
Prosperity Capital Advisors
Ohio
$666K -$613K -1,829 -47%
DIA
450
Dana Investment Advisors
Wisconsin
$664K -$28.8K -86 -4%

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.