We are live on ! Find out more
IWV icon

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
SSIM
576
Sheets Smith Investment Management
Texas
$332K -$5.31M -15,825 -94%
PL
577
Plancorp LLC
Missouri
$331K
RWM
578
Rockwood Wealth Management
Pennsylvania
$329K
WLPWM
579
Walled Lake Planning & Wealth Management
Illinois
$327K +$1.01K +3 +0.3%
GC
580
Gould Capital
Washington
$326K -$88.2K -263 -20%
CIA
581
Concurrent Investment Advisors
Florida
$324K -$764K -2,280 -69%
AWAG
582
ARS Wealth Advisors Group
Florida
$322K
RRCM
583
Rappaport Reiches Capital Management
Illinois
$321K
EIA
584
Eldridge Investment Advisors
New Hampshire
$321K
BFO
585
Biltmore Family Office
North Carolina
$319K
LA
586
LM Advisors
California
$318K
MCM
587
Manchester Capital Management
Vermont
$318K -$1.63M -4,868 -83%
CAWM
588
Capital Advisors Wealth Management
Washington
$318K
WMA
589
Wealth Management Associates
New Jersey
$318K
PG
590
Patten Group
Tennessee
$317K
LCGC
591
Legacy Capital Group California
California
$314K
VCM
592
Versant Capital Management
Arizona
$312K +$54K +161 +20%
NEWAS
593
N.E.W. Advisory Services
Wisconsin
$312K -$3.69K -11 -1%
JC
594
Jacobs & Co
California
$311K
DIP
595
DT Investment Partners
Pennsylvania
$310K
Members Trust
596
Members Trust
Florida
$310K
AFG
597
Altiora Financial Group
Ohio
$307K +$671 +2 +0.2%
EA
598
Eclectic Associates
California
$307K -$489K -1,459 -60%
RFC
599
Regions Financial Corp
Alabama
$304K -$8.38K -25 -3%
HI
600
Harbour Investments
Wisconsin
$302K -$34.2K -102 -10%

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.