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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
KJHP
601
K.J. Harrison & Partners
Ontario, Canada
$298K -$17.4K -52 -5%
SL
602
Salomon & Ludwin
Virginia
$296K +$3.02K +9 +1%
TNB
603
Thomasville National Bank
Georgia
$292K
PC
604
Promus Capital
Illinois
$292K
NL
605
NWAM LLC
Washington
$288K
HR
606
Howe & Rusling
New York
$288K +$225K +671 +286%
DIA
607
Davidson Investment Advisors
Montana
$286K -$107K -318 -26%
AF
608
Advisornet Financial
Minnesota
$282K +$58K +173 +24%
AWM
609
AE Wealth Management
Kansas
$280K +$23.8K +71 +9%
FP
610
Fiduciary Planning
Florida
$278K +$671 +2 +0.2%
GWSG
611
GPS Wealth Strategies Group
Colorado
$278K +$27.2K +81 +10%
SCM
612
Schnieders Capital Management
California
$274K
LFA
613
Legacy Financial Advisors
Kentucky
$270K -$7.71K -23 -3%
EC
614
Estate Counselors
Wisconsin
$265K -$1.77M -5,280 -86%
TW
615
TritonPoint Wealth
Maryland
$262K -$65.4K -195 -19%
CG
616
CFO4Life Group
Texas
$262K
BPW
617
Bingham Private Wealth
California
$260K
FA
618
Fermata Advisors
California
$258K +$671 +2 +0.2%
FF
619
Francis Financial
$255K -$412K -1,228 -60%
SCM
620
Sebold Capital Management
Illinois
$255K
ABWM
621
Alpine Bank Wealth Management
Colorado
$254K +$268K +800 New
SG
622
StoneX Group
New York
$252K -$57.7K -172 -18%
VHAM
623
Van Hulzen Asset Management
California
$252K
FCBT
624
First Citizens Bank & Trust
North Carolina
$250K -$126K -377 -32%
SAW
625
Signal Advisors Wealth
Michigan
$249K -$80.1K -239 -23%

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.