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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
IC
51
IEQ Capital
California
$37.8M +$10.9M +32,491 +38%
CAM
52
Cresset Asset Management
Illinois
$37.7M +$4.53M +13,502 +13%
CG
53
Caprock Group
Idaho
$35.1M +$1.62M +4,818 +5%
TIAA Trust, National Association
54
TIAA Trust, National Association
North Carolina
$33M -$12.7M -37,977 -27%
PPC
55
Pennington Partners & Co
Maryland
$32.5M -$332K -989 -1%
CA
56
Clearstead Advisors
Ohio
$31.9M +$2.31M +6,878 +7%
WANY
57
Wealthspire Advisors (New York)
New York
$30.3M +$16M +47,626 +99%
HFS
58
Hantz Financial Services
Michigan
$30.1M -$1.65M -4,932 -5%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$30M +$2.05M +6,118 +7%
WPW
60
Waldron Private Wealth
Pennsylvania
$29.2M +$184K +548 +0.6%
Comerica Bank
61
Comerica Bank
Texas
$29M -$1.49M -4,434 -5%
TWM
62
Tanglewood Wealth Management
Texas
$28.6M -$2.76M -8,244 -8%
Mariner
63
Mariner
Kansas
$28.4M +$3.05M +9,090 +11%
US Bancorp
64
US Bancorp
Minnesota
$27.9M -$590K -1,759 -2%
PWA
65
Provenance Wealth Advisors
Florida
$27.8M -$71.1K -212 -0.2%
AAS
66
Avantax Advisory Services
Texas
$27.8M +$9.26M +27,623 +46%
PS
67
Portfolio Strategies
New York
$27.7M -$1.44M -4,301 -5%
Jones Financial Companies
68
Jones Financial Companies
Missouri
$26.9M -$9.28M -27,669 -25%
HWM
69
HB Wealth Management
Georgia
$26.2M -$646K -1,928 -2%
BJL
70
Brighton Jones LLC
Washington
$26.1M -$1.11M -3,308 -4%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$25.3M -$13.2M -39,297 -33%
GDP
72
Great Diamond Partners
Maine
$24.6M -$956K -2,852 -4%
BF
73
Brooklyn FI
New York
$24.3M +$1.2M +3,590 +5%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$23.3M -$85.5K -255 -0.3%
EFG
75
Embree Financial Group
Illinois
$23M -$308K -919 -1%

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.