We are live on ! Find out more
IWV icon

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
MFC
801
Morris Financial Concepts
South Carolina
$3.18K
BL
802
BFSG LLC
California
$2.86K
SOS
803
Silver Oak Securities
Tennessee
$1.7K
NRG
804
Nemes Rush Group
Michigan
$1.27K
APW
805
Aventura Private Wealth
Florida
$318
PIS
806
POM Investment Strategies
North Carolina
$310 -$11.8M -35,215 -100%
CA
807
CSM Advisors
Pennsylvania
-$62.4M -186,800 Closed
IAA
808
Independent Advisor Alliance
North Carolina
-$27.3M -81,612 Closed
CM
809
Churchill Management
California
-$16.6M -49,786 Closed
AWM
810
Ariadne Wealth Management
California
-$14.4M -41,547 Closed
Two Sigma Investments
811
Two Sigma Investments
New York
-$9.26M -27,700 Closed
MWM
812
Moran Wealth Management
Florida
-$7.34M -21,946 Closed
LP
813
LGL Partners
Pennsylvania
-$6.74M -20,179 Closed
SEI Investments
814
SEI Investments
Pennsylvania
-$6.68M -19,989 Closed
EFG
815
Everhart Financial Group
Ohio
-$6.35M -18,986 Closed
MSWM
816
McGlone Suttner Wealth Management
Wisconsin
-$2.8M -8,386 Closed
AI
817
Atria Investments
North Carolina
-$2.59M -7,760 Closed
BFG
818
Bleakley Financial Group
New Jersey
-$2.27M -6,779 Closed
BC
819
Bakala Capital
South Carolina
-$2.01M -6,012 Closed
Fuller & Thaler Asset Management
820
Fuller & Thaler Asset Management
California
-$1.98M -5,910 Closed
Janney Montgomery Scott
821
Janney Montgomery Scott
Pennsylvania
-$1.91M -5,722 Closed
SI
822
Saxon Interests
Texas
-$1.88M -5,634 Closed
Jane Street
823
Jane Street
New York
-$1.81M -5,411 Closed
Tudor Investment Corp
824
Tudor Investment Corp
Connecticut
-$1.79M -5,342 Closed
MA
825
Mutual Advisors
Nebraska
-$1.13M -3,344 Closed

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.