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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
DFA
151
DHK Financial Advisors
New Hampshire
$6.31M +$2.89M +8,625 +77%
SCM
152
Sheridan Capital Management
California
$6.29M -$53.6K -160 -0.8%
WPA
153
West Paces Advisors
Georgia
$6.04M
WT
154
Whittier Trust
California
$6.03M
JPG
155
Jordan Park Group
California
$6M
R
156
Rebalance
California
$5.98M +$15.4K +46 +0.2%
HHGA
157
Halbert Hargrove Global Advisors
California
$5.8M -$902K -2,689 -13%
TFP
158
Triune Financial Partners
Kansas
$5.77M +$14.8K +44 +0.2%
BCM
159
BTC Capital Management
Iowa
$5.77M +$195K +583 +3%
BCI
160
Brinker Capital Investments
Pennsylvania
$5.76M +$34.5K +103 +0.6%
OPS
161
Orion Portfolio Solutions
Nebraska
$5.76M +$34.5K +103 +0.6%
Cambridge Investment Research Advisors
162
Cambridge Investment Research Advisors
Iowa
$5.71M -$381K -1,135 -6%
EW
163
Elyxium Wealth
California
$5.63M
AAS
164
Ameritas Advisory Services
Nebraska
$5.62M +$5.93M +17,687 New
CPIG
165
Chicago Partners Investment Group
Illinois
$5.43M +$126K +377 +2%
QCM
166
Quantinno Capital Management
New York
$5.4M +$1.43M +4,277 +34%
MWM
167
Mission Wealth Management
California
$5.36M +$3.35K +10 +0.1%
GT
168
Glenmede Trust
Pennsylvania
$5.33M -$696K -2,075 -11%
MWM
169
Maridea Wealth Management
New York
$5.29M -$249K -744 -4%
GC
170
Gilbert & Cook
Iowa
$5.26M
PAG
171
Private Advisor Group
New Jersey
$5.24M +$145K +431 +3%
SAM
172
Silvercrest Asset Management
New York
$5.19M -$3.45M -10,300 -39%
AWP
173
Ascent Wealth Partners
New York
$5.03M
FC
174
Financial Council
Maryland
$4.97M -$39.9K -119 -0.8%
WI
175
WBI Investments
New Jersey
$4.91M +$156K +464 +3%

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.