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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
CWM
176
Cedar Wealth Management
California
$4.9M +$142K +425 +3%
AWM
177
Aries Wealth Management
Maine
$4.86M
WHCFA
178
William Howard & Co Financial Advisors
Tennessee
$4.73M -$381K -1,137 -7%
WAG
179
Winthrop Advisory Group
Massachusetts
$4.73M -$1.52M -4,533 -23%
CAM
180
Cozad Asset Management
Illinois
$4.62M
IDA
181
Intelligence Driven Advisers
California
$4.57M -$171K -510 -3%
VFA
182
Valeo Financial Advisors
Indiana
$4.55M
EWA
183
EP Wealth Advisors
California
$4.49M -$306K -913 -6%
NL
184
NEPC LLC
Massachusetts
$4.48M +$4.73M +14,117 New
CA
185
Cambridge Associates
Massachusetts
$4.47M
MLFP
186
MPS Loria Financial Planners
Illinois
$4.45M -$686K -2,047 -13%
SFS
187
Sowell Financial Services
Arkansas
$4.44M +$212K +632 +5%
AWA
188
Aquire Wealth Advisors
Utah
$4.41M +$6.37K +19 +0.1%
SQA
189
Simon Quick Advisors
New Jersey
$4.41M +$681K +2,030 +17%
NA
190
NewEdge Advisors
Louisiana
$4.36M +$49K +146 +1%
MML Investors Services
191
MML Investors Services
Massachusetts
$4.26M -$427K -1,275 -9%
LC
192
Lindbrook Capital
California
$4.23M +$645K +1,923 +17%
SB
193
Simmons Bank
Arkansas
$4.22M -$254K -758 -5%
X
194
Xponance
Pennsylvania
$4.21M +$1.4M +4,178 +46%
LFS
195
Lutz Financial Services
Nebraska
$4.21M -$303K -905 -6%
GP
196
Greenline Partners
New York
$4.21M
MPPLM
197
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.16M +$214K +637 +5%
BFC
198
Blue Fin Capital
Rhode Island
$4.11M -$127K -378 -3%
FPAS
199
Focus Partners Advisor Solutions
Missouri
$4.01M +$1.07M +3,200 +34%
SFA
200
Sequoia Financial Advisors
Ohio
$4M +$3.3M +9,837 +357%

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.