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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
LJHT
826
Laurie J. Hall Trustee
-$1.08M -3,231 Closed
AC
827
Avestar Capital
New York
-$1.05M -3,128 Closed
PAS
828
Park Avenue Securities
New York
-$752K -2,250 Closed
TGAM
829
TBH Global Asset Management
Tennessee
-$734K -2,197 Closed
WHG
830
Westwood Holdings Group
Texas
-$706K -2,112 Closed
OAM
831
Oppenheimer Asset Management
New York
-$693K -2,074 Closed
FMI
832
Fiduciary Management Inc
Wisconsin
-$657K -1,965 Closed
OMC
833
Old Mission Capital
Illinois
-$656K -1,962 Closed
EARNEST Partners
834
EARNEST Partners
Georgia
-$646K -1,932 Closed
SW
835
SVB Wealth
Massachusetts
-$616K -1,842 Closed
CRM
836
Cramer Rosenthal McGlynn
Connecticut
-$583K -1,743 Closed
GSC
837
Ground Swell Capital
South Carolina
-$560K -1,676 Closed
GWM
838
Greenhouse Wealth Management
Connecticut
-$439K -1,312 Closed
ClearBridge Investments
839
ClearBridge Investments
New York
-$423K -1,266 Closed
ACA
840
Anchor Capital Advisors
Massachusetts
-$395K -1,182 Closed
RIS
841
Retirement Income Solutions
Michigan
-$309K -924 Closed
PIFP
842
Partners in Financial Planning
Virginia
-$298K -891 Closed
ACI
843
Alpha Cubed Investments
California
-$297K -890 Closed
MGWM
844
Marks Group Wealth Management
Minnesota
-$279K -835 Closed
CPC
845
Cookson Peirce & Co
Pennsylvania
-$268K -803 Closed
ALA
846
Atlas Legacy Advisors
California
-$261K -781 Closed
CG
847
Corundum Group
Colorado
-$249K -745 Closed
BWA
848
Bordeaux Wealth Advisors
California
-$246K -737 Closed
DFP
849
Defined Financial Planning
California
-$241K -721 Closed
MAP
850
Managed Asset Portfolios
Michigan
-$239K -714 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.