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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
SEIA
651
Signature Estate & Investment Advisors
California
$229K +$242K +721 New
SCM
652
Sterneck Capital Management
Missouri
$227K
FHA
653
Flagship Harbor Advisors
Massachusetts
$226K
GSEP
654
Golden State Equity Partners
California
$226K -$49.6K -148 -17%
CWG
655
Cornerstone Wealth Group
North Carolina
$226K -$20.8K -62 -8%
MPM
656
Meritage Portfolio Management
Kansas
$225K
PWP
657
Principle Wealth Partners
Connecticut
$224K
CAM
658
Campion Asset Management
Virginia
$223K -$6.71K -20 -3%
LA
659
Legacy Advisors
Pennsylvania
$223K
AIM
660
Acropolis Investment Management
Missouri
$222K
BNMT
661
Bawa N Mallick Trust
New York
$222K
GSAM
662
Grant Street Asset Management
Pennsylvania
$221K
CP
663
Canopy Partners
Ohio
$217K
HP
664
Holistic Planning
Texas
$217K
CB
665
Cadence Bank
Mississippi
$217K
TAM
666
Titleist Asset Management
Texas
$216K
LWCFA
667
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$216K -$5.03K -15 -2%
FCAS
668
First Command Advisory Services
Texas
$216K -$14.4K -43 -6%
MAM
669
McLean Asset Management
Virginia
$215K +$256K +765 New
NW
670
Naviter Wealth
Arkansas
$215K
SCTC
671
Sanibel Captiva Trust Company
Florida
$214K
GS
672
GWN Securities
Florida
$210K -$35.5K -106 -14%
MAM
673
Marquette Asset Management
Minnesota
$210K
CFS
674
CRA Financial Services
New Jersey
$210K +$3.35K +10 +2%
PJWM
675
Philip James Wealth Mangement
Georgia
$209K +$671 +2 +0.3%

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.