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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
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$67.3M +$2.69M +8,009 +4%
William Blair & Company
27
William Blair & Company
Illinois
$63.3M -$60.7K -181 -0.1%
TFF
28
The Family Firm
Maryland
$61.6M -$971K -2,896 -1%
CWM
29
Calamos Wealth Management
Illinois
$60.3M +$7.46M +22,251 +13%
GAG
30
GM Advisory Group
New York
$57.4M -$949K -2,831 -2%
Bessemer Group
31
Bessemer Group
New Jersey
$52.7M
BP
32
Ballentine Partners
Massachusetts
$52.6M -$942K -2,809 -2%
CB
33
Commerce Bank
Missouri
$52.4M +$2.22M +6,626 +4%
Bank of Nova Scotia
34
Bank of Nova Scotia
Ontario, Canada
$50.7M
RMDI
35
R.M. Davis Inc
Maine
$50.7M
WA
36
Waverly Advisors
Alabama
$49.6M +$1.33M +3,953 +3%
PCP
37
Proficio Capital Partners
Massachusetts
$49.3M -$5.52M -16,461 -10%
AC
38
AlphaCore Capital
California
$49.2M +$5.17M +15,418 +11%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$47.3M -$16.5M -49,096 -25%
BC
40
Bricktown Capital
Michigan
$45.5M +$48M +143,120 New
Raymond James Financial
41
Raymond James Financial
Florida
$45.1M +$6.77M +20,180 +17%
SI
42
Stephens Inc
Arkansas
$43.8M -$8.44M -25,161 -15%
Franklin Resources
43
Franklin Resources
California
$42.6M +$4.83M +14,407 +12%
MCCA
44
Mill Creek Capital Advisors
Pennsylvania
$41.4M +$793K +2,364 +2%
FWM
45
FFT Wealth Management
Pennsylvania
$41.2M -$4.27M -12,732 -9%
WRTC
46
Wind River Trust Company
Wyoming
$39.6M
SIM
47
Strategic Investment Management
Virginia
$38.8M -$3.71M -11,060 -8%
Osaic Holdings
48
Osaic Holdings
Arizona
$38.5M +$1.74M +5,201 +4%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$38.4M +$5.47M +16,308 +16%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$38.1M +$3.08M +9,199 +8%

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.