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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
KPWS
451
Kestra Private Wealth Services
Texas
$664K +$145K +432 +26%
MAV
452
Mason & Associates (Virginia)
Virginia
$656K
CL
453
Choreo LLC
Illinois
$656K -$231K -690 -25%
BWM
454
Brown Wealth Management
Illinois
$656K
Susquehanna International Group
455
Susquehanna International Group
Pennsylvania
$654K -$674K -2,010 -49%
SWA
456
Sightline Wealth Advisors
Connecticut
$650K +$1.68K +5 +0.2%
SC
457
Scotia Capital
Ontario, Canada
$641K
MCA
458
MSH Capital Advisors
Arizona
$641K +$38.9K +116 +6%
LFA
459
LGT Financial Advisors
Texas
$638K -$86.2K -257 -11%
HA
460
Harbor Advisors
Florida
$635K
BF
461
BOK Financial
Oklahoma
$635K +$101K +300 +18%
CWM
462
Collaborative Wealth Management
Florida
$635K -$81.1K -242 -11%
HIA
463
Harbor Investment Advisory
Maryland
$626K +$335 +1 +0.1%
FWI
464
Facet Wealth Inc
Maryland
$621K
CRC
465
Curi RMB Capital
Illinois
$620K -$2.03M -6,058 -76%
APP
466
Avantax Planning Partners
Iowa
$620K +$1.01K +3 +0.2%
TWM
467
Topsail Wealth Management
North Carolina
$613K +$647K +1,931 New
WWP
468
Waypoint Wealth Partners
California
$602K
JIC
469
Joel Isaacson & Co
New York
$601K +$335 +1 +0.1%
PWM
470
Perigon Wealth Management
California
$600K +$335 +1 +0.1%
BW
471
BostonPremier Wealth
Massachusetts
$596K +$1.68K +5 +0.3%
FBB
472
Fulton Breakefield Broenniman
Maryland
$590K
AA
473
Ashford Advisors
New York
$587K
WMA
474
William Mack & Associates
Michigan
$582K +$18.4K +55 +3%
RWM
475
RKL Wealth Management
Pennsylvania
$572K +$1.68K +5 +0.3%

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.