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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
SS
751
Sunbelt Securities
Texas
$44.8K +$1.68K +5 +4%
APW
752
Atlantic Private Wealth
North Carolina
$44.4K +$335 +1 +0.7%
GC
753
Garde Capital
Washington
$43.8K +$46.3K +138 New
HWM
754
Horizons Wealth Management
North Carolina
$38.8K
FCG
755
Financial Connections Group
California
$38K
PS
756
Principal Securities
Iowa
$36.1K
CPA
757
Cardiff Park Advisors
California
$34.6K
HFS
758
Hughes Financial Services
Virginia
$34.4K +$36.2K +108 New
FDCDDQ
759
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.8K
MMG
760
Monetary Management Group
Missouri
$31.8K
CT
761
Caldwell Trust
Florida
$31.1K +$32.9K +98 New
NS
762
NBC Securities
Alabama
$31K +$33.5K +100 New
WTA
763
Washington Trust Advisors
Massachusetts
$29.5K
PPC
764
Park Place Capital
Alabama
$28.6K
BCMLT
765
Beacon Capital Management LLC (Tennessee)
Tennessee
$28.2K
BIM
766
Breakwater Investment Management
Washington
$26.4K
NP
767
NorthRock Partners
Minnesota
$25.4K +$26.8K +80 New
BOJHT
768
Bank of Jackson Hole Trust
Wyoming
$25.4K
HNB
769
Huntington National Bank
Ohio
$24.8K
AT
770
Arlington Trust
Alabama
$23.8K
GPFA
771
Game Plan Financial Advisors
Ohio
$23.8K
AWM
772
Activest Wealth Management
Florida
$23.2K
JFG
773
JDM Financial Group
Texas
$23.1K
M
774
MOTCO
Texas
$21.6K
FIM
775
FWL Investment Management
Texas
$19.1K -$30.5K -91 -60%

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.