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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
PCM
851
Parsons Capital Management
Rhode Island
-$226K -675 Closed
DCM
852
Decatur Capital Management
Georgia
-$225K -672 Closed
MC
853
Montag & Caldwell
Georgia
-$223K -666 Closed
SA
854
Strategic Advocates
Utah
-$221K -662 Closed
WP
855
WMS Partners
Maryland
-$215K -644 Closed
OWM
856
Opes Wealth Management
California
-$214K -640 Closed
ATC
857
Argent Trust Co
Tennessee
-$210K -629 Closed
PIM
858
Penobscot Investment Management
Massachusetts
-$209K -626 Closed
UW
859
Unique Wealth
Florida
-$207K -620 Closed
KWS
860
Keystone Wealth Services
California
-$206K -615 Closed
LHC
861
Little House Capital
Massachusetts
-$206K -615 Closed
HA
862
Harfst & Associates
Wyoming
-$204K -611 Closed
LWM
863
LJI Wealth Management
Indiana
-$203K -607 Closed
IC
864
Iconiq Capital
California
-$202K -603 Closed
KBFS
865
Kohmann Bosshard Financial Services
Ohio
-$186K -555 Closed
TF
866
Tompkins Financial
New York
-$170K -510 Closed
Simplex Trading
867
Simplex Trading
Illinois
-$83K -250 Closed
PWA
868
Physician Wealth Advisors
Utah
-$48.5K -145 Closed
DP
869
Denver PWM
Colorado
-$45.8K -137 Closed
AWM
870
Avior Wealth Management
Nebraska
-$42.6K -127 Closed
SMAM
871
Sugar Maple Asset Management
Wisconsin
-$8.36K -25 Closed
FLP
872
Financial Life Planners
Arizona
-$7.42K -22 Closed
GI
873
GAMMA Investing
California
-$2.67K -8 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.