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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
FAIM
526
Financial Advocates Investment Management
Washington
$431K
EWM
527
Empirical Wealth Management
Washington
$429K -$15.4K -46 -3%
DT
528
Diversified Trust
Tennessee
$429K -$1.68K -5 -0.4%
AAM
529
Ackerman Asset Management
Maryland
$429K +$453K +1,350 New
QCG
530
Quadrant Capital Group
Ohio
$428K -$33.2K -99 -7%
Kovitz Investment Group Partners
531
Kovitz Investment Group Partners
Illinois
$427K +$18.1K +54 +4%
1CP
532
17 Capital Partners
Arizona
$425K +$20.8K +62 +5%
GVCM
533
Global View Capital Management
Wisconsin
$424K -$18.1K -54 -4%
MWM
534
Meridian Wealth Management
Kentucky
$420K
GFWA
535
Grey Fox Wealth Advisors
Delaware
$419K +$161K +480 +57%
DA
536
Detalus Advisors
Missouri
$417K +$441K +1,314 New
FTWA
537
Fifth Third Wealth Advisors
Ohio
$412K -$490K -1,461 -53%
NCM
538
Noesis Capital Mangement
Florida
$409K +$431K +1,286 New
SWM
539
Shakespeare Wealth Management
Wisconsin
$401K
FFA
540
Farther Finance Advisors
California
$394K -$1.26M -3,757 -75%
FAT
541
First American Trust
California
$393K
CA
542
Crewe Advisors
Utah
$391K
SFS
543
Summit Financial Strategies
Ohio
$391K
LSA
544
Lion Street Advisors
Texas
$389K
AF
545
Apexium Financial
Texas
$385K
SCM
546
SOL Capital Management
Maryland
$384K
AI
547
Auour Investments
Massachusetts
$380K
CC
548
Cornerstone Capital
California
$379K -$86.5K -258 -18%
DWP
549
Daymark Wealth Partners
Ohio
$377K
RSWM
550
Robertson Stephens Wealth Management
California
$371K

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.