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iShares Russell 3000 ETF
IWV

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: 850 → 804 (-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: 58 → 50 (-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

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$97.1M
2
SCM
SCS Capital Management
Massachusetts
+$52.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$52.7M
4
BC
Bricktown Capital
Michigan
+$48M
5
BlackRock
BlackRock
New York
+$41.8M

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$122M
2
Bank of America
Bank of America
North Carolina
-$75.2M
3
CA
CSM Advisors
Pennsylvania
-$62.4M
4
IAA
Independent Advisor Alliance
North Carolina
-$27.3M
5
Ameriprise
Ameriprise
Minnesota
-$21.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
626
Frisch Financial Group
New York
$249K – – –
SWM
627
Silverlake Wealth Management
Vermont
$249K – – –
PFG
628
Prosperity Financial Group
California
$249K – – –
BIAS
629
Beacon Investment Advisory Services
New Jersey
$247K +$33.5K +100 +15%
BEI
630
Benjamin Edwards Inc
Missouri
$246K -$887K -2,645 -77%
SPFA
631
Summit Place Financial Advisors
New Jersey
$246K – – –
Thrivent Financial for Lutherans
632
Thrivent Financial for Lutherans
Minnesota
$246K – – –
AIM
633
AHL Investment Management
Florida
$244K – – –
ST
634
Sabal Trust
Florida
$244K – – –
T. Rowe Price Associates
635
T. Rowe Price Associates
Maryland
$243K – – –
AIM
636
Anchor Investment Management
South Carolina
$243K +$335 +1 +0.1%
RAG
637
RIA Advisory Group
Iowa
$241K +$2.68K +8 +1%
CASB
638
Cape Ann Savings Bank
Massachusetts
$240K – – –
RWB
639
RMR Wealth Builders
New Jersey
$239K – – –
Financial Engines Advisors
640
Financial Engines Advisors
California
$239K – – –
BWP
641
Burling Wealth Partners
Illinois
$238K – – –
SFC
642
Strategic Financial Concepts
Texas
$234K – – –
IAG
643
Investmark Advisory Group
Connecticut
$233K – – –
AA
644
Auxano Advisors
Washington
$233K +$2.01K +6 +0.8%
SC
645
Sapient Capital
Indiana
$233K – – –
WA
646
WBH Advisory
Maryland
$232K +$39.2K +117 +19%
MFG
647
Merit Financial Group
Georgia
$232K -$431K -1,285 -64%
EFMC
648
Empire Financial Management Company
New York
$231K -$2.68K -8 -1%
CFS
649
Cannon Financial Strategists
Georgia
$230K – – –
AssetMark Inc
650
AssetMark Inc
California
$229K -$692K -2,064 -74%
24 25
26
27 28

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.