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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
1
SCS Capital Management
Massachusetts
$604M +$52.8M +157,444 +9%
Morgan Stanley
2
Morgan Stanley
New York
$369M +$8.1M +24,150 +2%
Northern Trust
3
Northern Trust
Illinois
$360M -$7.21M -21,508 -2%
Goldman Sachs
4
Goldman Sachs
New York
$292M +$97.1M +289,579 +46%
BlackRock
5
BlackRock
New York
$291M +$41.8M +124,600 +16%
Bank of America
6
Bank of America
North Carolina
$252M -$75.2M -224,227 -22%
UMC
7
UNC Management Company
North Carolina
$183M +$500K +1,490 +0.3%
JP Morgan Chase
8
JP Morgan Chase
New York
$183M -$9.65M -28,794 -5%
P
9
Pitcairn
Pennsylvania
$171M -$4.9M -14,618 -3%
LPL Financial
10
LPL Financial
California
$159M +$2.06M +6,130 +1%
UBS Group
11
UBS Group
Switzerland
$139M -$1.6M -4,771 -1%
Ameriprise
12
Ameriprise
Minnesota
$123M -$21.1M -62,989 -14%
EK
13
Evensky & Katz
Florida
$116M -$4.55M -13,565 -4%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$116M -$2.13M -6,346 -2%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$106M +$4.61M +13,757 +4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$101M +$3.44M +10,271 +3%
HighTower Advisors
17
HighTower Advisors
Illinois
$98M -$1.53M -4,568 -1%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$95M +$20.7M +61,721 +26%
TF
19
TLWM Financial
Texas
$93.8M +$352K +1,051 +0.4%
Lido Advisors
20
Lido Advisors
California
$93.4M +$9.12M +27,206 +10%
Wells Fargo
21
Wells Fargo
California
$86.4M -$12.9M -38,384 -12%
Corient Private Wealth
22
Corient Private Wealth
Florida
$81.1M +$3.14M +9,375 +4%
ST
23
Sentinel Trust
Texas
$80.3M -$18.2M -54,154 -18%
GWM
24
Geneos Wealth Management
Colorado
$72.4M +$40.9M +121,954 +115%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$70.7M +$52.7M +157,143 +241%

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.