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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
KPWM
101
KDK Private Wealth Management
Texas
$14.2M +$747K +2,228 +5%
UCFA
102
United Capital Financial Advisors
Texas
$14.2M -$323K -963 -2%
FHA
103
First Horizon Advisors
Tennessee
$13.9M -$4.91M -14,643 -25%
CAG
104
Crestwood Advisors Group
Massachusetts
$13.8M +$11.7K +35 +0.1%
HA
105
Hanover Advisors
South Carolina
$13.3M +$20.1K +60 +0.1%
AG
106
AlTi Global
New York
$13.1M -$1.61M -4,792 -10%
MAWA
107
Moss Adams Wealth Advisors
Washington
$12.8M +$708K +2,111 +6%
FNT
108
First National Trust
Pennsylvania
$12.5M -$487K -1,452 -4%
UB
109
UMB Bank
Missouri
$12.2M -$5.25M -15,664 -29%
TWM
110
Tanager Wealth Management
United Kingdom
$12.2M -$898K -2,677 -6%
IIM
111
Ipswich Investment Management
Massachusetts
$12.1M -$180K -538 -1%
Truist Financial
112
Truist Financial
North Carolina
$12M -$367K -1,095 -3%
FEG
113
Fund Evaluation Group
Ohio
$11.8M +$3.02K +9 +0%
RBC
114
Roble Belko & Company
Pennsylvania
$11.8M -$41.9K -125 -0.3%
CCA
115
Conservest Capital Advisors
Pennsylvania
$11.8M -$11.4K -34 -0.1%
MI
116
Moneywise Inc
Virginia
$11.7M +$409K +1,219 +3%
Citigroup
117
Citigroup
New York
$11.7M +$634K +1,891 +5%
Creative Planning
118
Creative Planning
Kansas
$11.5M +$39.6K +118 +0.3%
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$11.4M +$441K +1,314 +4%
PCIG
120
Partners Capital Investment Group
Massachusetts
$11.3M +$9.99M +29,796 +509%
AIM
121
Allen Investment Management
New York
$11.2M
BWM
122
BigSur Wealth Management
Florida
$11.1M
JWA
123
JFS Wealth Advisors
Pennsylvania
$11M -$86.8K -259 -0.7%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$10.8M +$1.14M +3,391 +11%
JA
125
JVL Associates
Michigan
$9.25M

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.