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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
GBT
701
Grove Bank & Trust
Florida
$159K
PMFA
702
Plante Moran Financial Advisors
Michigan
$157K
VWA
703
VSM Wealth Advisory
Maryland
$155K
PFM
704
Phillips Financial Management
Indiana
$150K
KFI
705
Key Financial Inc
Pennsylvania
$150K
S
706
SignatureFD
Georgia
$149K +$7.04K +21 +5%
GSWM
707
Golden State Wealth Management
California
$143K -$6.37K -19 -4%
AA
708
Addison Advisors
Vermont
$141K
RDFA
709
Ritter Daniher Financial Advisory
Ohio
$138K
PFBT
710
Parkside Financial Bank & Trust
Missouri
$134K +$335 +1 +0.2%
FGAM
711
Financial Gravity Asset Management
Texas
$131K +$138K +413 New
PWMG
712
Prestige Wealth Management Group
New Jersey
$128K +$335 +1 +0.2%
PAI
713
Pittenger & Anderson Inc
Nebraska
$127K
TFGT
714
TS Financial Group (TSFG)
Illinois
$127K
RIA
715
Realta Investment Advisors
Delaware
$125K
TFM
716
TFC Financial Management
Massachusetts
$119K
OIA
717
Optimum Investment Advisors
Illinois
$111K -$1.68K -5 -1%
AWM
718
Abound Wealth Management
Tennessee
$109K -$15.1K -45 -12%
TPCW
719
TD Private Client Wealth
New York
$106K -$363K -1,083 -76%
SIC
720
Salem Investment Counselors
North Carolina
$105K
CIA
721
Cape Investment Advisory
Georgia
$96K
FRA
722
Front Row Advisors
California
$95.3K
NG
723
NWK Group
California
$93.1K
OL
724
one8zero8 LLC
North Carolina
$92.1K
CWM
725
Cranbrook Wealth Management
Michigan
$87.4K

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.