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iShares Russell 3000 ETF

815 hedge funds and large institutions have $8.96B invested in iShares Russell 3000 ETF in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 215 increasing their positions, 259 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

2% more funds holding

Funds holding: 798815 (+17)

4% less funds holding in top 10

Funds holding in top 10: 5048 (-2)

17% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 259

Holders
815
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.27M
Puts
$2.32M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
251
Castle Rock Wealth Management
California
$2.79M
ZIM
252
Zacks Investment Management
Illinois
$2.75M
MCM
253
MAI Capital Management
Ohio
$2.7M
PA
254
Planning Alternatives
Michigan
$2.69M
SWA
255
Stratos Wealth Advisors
Ohio
$2.63M
FLPIM
256
F.L. Putnam Investment Management
Massachusetts
$2.61M
RB
257
Renasant Bank
Mississippi
$2.57M
FWM
258
Fonville Wealth Management
Virginia
$2.57M
Envestnet Portfolio Solutions
259
Envestnet Portfolio Solutions
Illinois
$2.54M
WIA
260
Wealthedge Investment Advisors
New York
$2.47M
RWM
261
Rialto Wealth Management
New York
$2.38M
IAS
262
IMA Advisory Services
Colorado
$2.35M
SC
263
SouthState Corp
Florida
$2.31M
MWM
264
Modera Wealth Management
New Jersey
$2.27M
BPWM
265
Badgley Phelps Wealth Managers
Washington
$2.27M
PFP
266
Pinnacle Financial Partners
Tennessee
$2.24M
SRCM
267
Signature Resources Capital Management
California
$2.24M
OFG
268
Oxford Financial Group
Indiana
$2.23M
MFP
269
Meridian Financial Partners
Virginia
$2.23M
DWM
270
Dakota Wealth Management
Florida
$2.22M
BAM
271
Berkshire Asset Management
Pennsylvania
$2.21M
BBHC
272
Brown Brothers Harriman & Co
New York
$2.21M
AC
273
Apella Capital
Connecticut
$2.19M
X
274
Xponance
Pennsylvania
$2.19M
OFS
275
OneAscent Financial Services
Alabama
$2.17M