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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
CMP
776
Coston McIsaac & Partners
Maine
$18K
CFFP
777
Center for Financial Planning
Michigan
$17.8K
EWA
778
Elevate Wealth Advisory
Georgia
$17.8K
CB
779
CNB Bank
Pennsylvania
$15.9K
FP
780
Financial Perspectives
Minnesota
$15.9K
SFGP
781
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$15.9K
OA
782
Operose Advisors
Wisconsin
$15.6K
GWS
783
Glassman Wealth Services
Virginia
$15.5K
CB
784
Centennial Bank
Arkansas
$14.9K
OC
785
Oakworth Capital
Alabama
$14K
National Bank of Canada
786
National Bank of Canada
Quebec, Canada
$13.7K
TC
787
Trust Company
Kansas
$10.6K +$4.69K +14 +74%
TRCT
788
Tower Research Capital (TRC)
New York
$10.2K +$10.1K +30 +1,500%
CPG
789
Cornerstone Planning Group
New Jersey
$9.83K
TSMHT
790
Thurston Springer Miller Herd & Titak
Indiana
$9.78K
FFA
791
Frazier Financial Advisors
Ohio
$9.77K
GEA
792
Glen Eagle Advisors
New Jersey
$9.53K
MLA
793
MB, Levis & Associates
Pennsylvania
$8.36K
NSIM
794
North Star Investment Management
Illinois
$6.04K
WCM
795
WealthTrak Capital Management
Virginia
$4.13K -$1.01K -3 -19%
GKIM
796
GW&K Investment Management
Massachusetts
$4K
LFG
797
Larson Financial Group
Missouri
$3.81K
AIA
798
Armor Investment Advisors
North Carolina
$3.49K
CA
799
Continuum Advisory
Idaho
$3.49K +$671 +2 +22%
WWM
800
Wolff Wiese Magana
California
$3.18K

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.