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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
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$9.04M -$122M -364,901 -93%
FAM
127
Forte Asset Management
New York
$9.02M +$648K +1,932 +7%
AL
128
Aspiriant LLC
California
$8.88M -$89.9K -268 -0.9%
AllianceBernstein
129
AllianceBernstein
Tennessee
$8.83M +$746K +2,224 +9%
Stifel Financial
130
Stifel Financial
Missouri
$8.52M -$33.2K -99 -0.4%
FHC
131
First Heartland Consultants
Missouri
$8.33M -$448K -1,335 -5%
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$8.32M +$1.72M +5,142 +21%
Vanguard Group
133
Vanguard Group
Pennsylvania
$7.87M -$197K -587 -2%
HI
134
Humankind Investments
New York
$7.8M
Pathstone Holdings
135
Pathstone Holdings
New Jersey
$7.8M -$544K -1,624 -6%
ODIJL
136
One Day In July LLC
Vermont
$7.7M +$464K +1,385 +6%
PRTG
137
Post Resch Tallon Group
New York
$7.51M +$317K +945 +4%
FT
138
Fiduciary Trust
Massachusetts
$7.44M +$62K +185 +0.8%
WSFS
139
Wilmington Savings Fund Society
Delaware
$7.31M
RPCA
140
Running Point Capital Advisors
California
$7.31M
NPF
141
Norris Perne & French
Michigan
$7.26M
Allspring Global Investments
142
Allspring Global Investments
North Carolina
$7.25M -$469K -1,400 -6%
Victory Capital Management
143
Victory Capital Management
Texas
$7.25M +$1.69M +5,027 +28%
LC
144
LCNB Corp
Ohio
$7.07M -$6.71K -20 -0.1%
CWM
145
Circle Wealth Management
New Jersey
$7.03M
RhumbLine Advisers
146
RhumbLine Advisers
Massachusetts
$7M -$12.4M -37,124 -63%
SLT
147
St Louis Trust
Missouri
$6.97M -$203K -605 -3%
ASN
148
Advisory Services Network
Georgia
$6.8M +$61.7K +184 +0.9%
LT
149
Legacy Trust
Michigan
$6.64M -$11.4K -34 -0.2%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$6.45M +$3.35K +10 +0%

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.