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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
Betterment LLC
551
Betterment LLC
New York
$369K -$571K -1,703 -59%
GWA
552
GGM Wealth Advisors
Maryland
$368K +$13.4K +40 +4%
WCWM
553
Willow Creek Wealth Management
California
$367K +$15.1K +45 +4%
LWM
554
Lyell Wealth Management
California
$365K
PJSIMP
555
P.J. Schmidt Investment Management (PJS)
Wisconsin
$365K
HCA
556
Heck Capital Advisors
Wisconsin
$364K +$49.3K +147 +15%
JFGIW
557
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$362K
VCP
558
Verus Capital Partners
Arizona
$362K -$10.1K -30 -3%
CAG
559
Csenge Advisory Group
Florida
$361K +$405K +1,209 New
HSA
560
HBK Sorce Advisory
Pennsylvania
$361K -$39.9K -119 -9%
FF
561
Fluent Financial
Texas
$356K +$7.71K +23 +2%
RWP
562
Revolve Wealth Partners
New Jersey
$351K
MG
563
Mather Group
Illinois
$350K
RMCM
564
Reynders McVeigh Capital Management
Massachusetts
$350K
JJBC
565
James J. Burns & Company
New York
$349K
MPW
566
Magnolia Private Wealth
Pennsylvania
$348K
LFA
567
Lauterbach Financial Advisors
Texas
$348K
PRA
568
Pine Ridge Advisers
New York
$344K
OWA
569
Outlook Wealth Advisors
Texas
$339K
AIA
570
Alternative Investment Advisors
Florida
$339K +$1.01K +3 +0.3%
TR
571
Tepp RIA
New Jersey
$338K -$218K -651 -38%
IA
572
IFP Advisors
Florida
$336K +$9.72K +29 +3%
MA
573
MONECO Advisors
Connecticut
$335K -$8.05K -24 -2%
AWM
574
Accurate Wealth Management
Florida
$335K -$32.9K -98 -8%
PIA
575
Perennial Investment Advisors
California
$334K +$335 +1 +0.1%

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.