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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
SCM
201
Sterling Capital Management
North Carolina
$4M +$114K +340 +3%
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$3.88M -$2.36M -7,031 -37%
CCB
203
Country Club Bank
Missouri
$3.7M -$94.2K -281 -2%
CWM
204
Chesapeake Wealth Management
Virginia
$3.7M -$140K -417 -3%
PCIA
205
Prime Capital Investment Advisors
Kansas
$3.67M -$8.05K -24 -0.2%
TFCP
206
Twin Focus Capital Partners
Massachusetts
$3.66M -$293K -875 -7%
SWP
207
Stratos Wealth Partners
Ohio
$3.56M -$93.9K -280 -2%
CRWM
208
Castle Rock Wealth Management
California
$3.54M -$768K -2,291 -17%
Citadel Advisors
209
Citadel Advisors
Florida
$3.53M +$3.73M +11,127 New
AWS
210
Atria Wealth Solutions
New York
$3.43M -$180K -538 -5%
WCM
211
Wealthcare Capital Management
Virginia
$3.37M +$212K +633 +6%
MFA
212
McClarren Financial Advisors
Pennsylvania
$3.34M +$2.39M +7,133 New
C
213
Certuity
Florida
$3.3M +$6.71K +20 +0.2%
BPA
214
Beacon Pointe Advisors
California
$3.29M -$5.04M -15,029 -59%
ZF
215
Zhang Financial
Michigan
$3.29M -$173K -515 -5%
JFG
216
JMG Financial Group
Illinois
$3.27M
SPP
217
Single Point Partners
Massachusetts
$3.23M +$2.35K +7 +0.1%
SWA
218
Sax Wealth Advisors
New Jersey
$3.18M +$153K +455 +5%
WT
219
Washington Trust
Rhode Island
$3.18M +$1.34K +4 +0%
SHGA
220
Sand Hill Global Advisors
California
$3.14M -$16.8K -50 -0.5%
IIM
221
Ironwood Investment Management
Massachusetts
$3.11M -$5.03K -15 -0.2%
EH
222
Equitable Holdings
New York
$3.08M -$218K -649 -6%
Prudential Financial
223
Prudential Financial
New Jersey
$3.07M -$1.14M -3,400 -26%
AA
224
Alesco Advisors
New York
$3.05M +$4.02K +12 +0.1%
FWMP
225
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3M

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.