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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
OCPWS
676
One Charles Private Wealth Services
Massachusetts
$209K
FWM
677
Foguth Wealth Management
Michigan
$208K -$21.1K -63 -9%
DWM
678
DecisionMap Wealth Management
Virginia
$207K +$218K +651 New
MWP
679
Meridian Wealth Partners
Pennsylvania
$207K -$10.1K -30 -4%
BHIA
680
Birch Hill Investment Advisors
Massachusetts
$206K
RWM
681
Rezny Wealth Management
Florida
$206K
RT
682
Rockland Trust
Massachusetts
$206K
PWMG
683
Private Wealth Management Group
New Jersey
$205K
OIA
684
OneDigital Investment Advisors
Kansas
$202K -$208K -619 -49%
SFP
685
SwitchPoint Financial Planning
Utah
$201K
WB
686
WesBanco Bank
West Virginia
$201K
PCFFS
687
Pacific Center for Financial Services
California
$200K
SSB
688
Sandy Spring Bank
Maryland
$198K
GFL
689
Granite FO LLC
New Hampshire
$194K
RIL
690
Rothschild Investment LLC
Illinois
$188K
SIM
691
Synergy Investment Management
Florida
$188K +$2.01K +6 +1%
WF
692
Wayfinding Financial
Washington
$185K +$196K +584 New
NOI
693
Newton One Investments
Delaware
$185K -$21.1K -63 -10%
USB
694
Union Savings Bank
Connecticut
$184K
WP
695
WealthShield Partners
North Carolina
$178K +$67.7K +202 +56%
DSC
696
Duncker Streett & Co
Missouri
$178K
AFG
697
Albion Financial Group
Utah
$177K
MA
698
MCF Advisors
Kentucky
$175K
SNB
699
Security National Bank
Nebraska
$162K +$81.1K +242 +91%
BHWM
700
Beaird Harris Wealth Management
Texas
$160K +$169K +504 New

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.