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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
NRC
476
New Republic Capital
North Carolina
$571K
EIP
477
Ellis Investment Partners
Pennsylvania
$566K -$353K -1,053 -37%
CAMG
478
CWA Asset Management Group
Florida
$565K +$191K +569 +47%
MIM
479
MTM Investment Management
South Carolina
$561K +$25.1K +75 +4%
NGA
480
Naples Global Advisors
Florida
$559K +$590K +1,760 New
ATPW
481
Ashton Thomas Private Wealth
Arizona
$550K -$39.6K -118 -6%
FG
482
Foster Group
Iowa
$544K -$33.5K -100 -6%
1WM
483
1900 Wealth Management
Texas
$536K +$1.34K +4 +0.2%
HPC
484
HM Payson & Co
Maine
$535K
CFP
485
Catalyst Financial Partners
Massachusetts
$530K -$777K -2,317 -58%
BHBT
486
Burke & Herbert Bank & Trust
Virginia
$530K +$559K +1,668 New
ACM
487
Armbruster Capital Management
New York
$529K -$357K -1,065 -39%
VWA
488
VERITY Wealth Advisors
United States
$524K
QPWM
489
Quadrant Private Wealth Management
Pennsylvania
$520K +$1.34K +4 +0.2%
FFM
490
Forum Financial Management
Illinois
$519K -$1.34K -4 -0.2%
CCM
491
Chilton Capital Management
Texas
$511K -$211K -630 -28%
PAG
492
Poinciana Advisors Group
Florida
$509K
PFA
493
Pathway Financial Advisors
Vermont
$508K
BTW
494
Boston Trust Walden
Massachusetts
$505K +$533K +1,590 New
KWM
495
Kingsview Wealth Management
Oregon
$500K +$335 +1 +0.1%
RCAG
496
Rehmann Capital Advisory Group
Michigan
$500K -$26.2K -78 -5%
WE
497
Wealth Effects
Massachusetts
$498K
1SAMC
498
12th Street Asset Management Company
Tennessee
$497K -$1.77M -5,273 -77%
FWCM
499
Ferguson Wellman Capital Management
Oregon
$496K
QCM
500
QRG Capital Management
Illinois
$495K -$791K -2,358 -60%

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.