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iShares Russell 3000 ETF

896 hedge funds and large institutions have $11.1B invested in iShares Russell 3000 ETF in 2025 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 223 increasing their positions, 269 reducing their positions, and 35 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 funds holding

Funds holding:

4.08% more ownership

Funds ownership: 56.27%60.35% (+4.1%)

2% less funds holding in top 10

Funds holding in top 10: 4544 (-1)

17% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 269

Holders
896
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.2M
Puts
$1.51M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CQWA
251
Chokshi & Queen Wealth Advisors
California
$3.08M
NW
252
NewEdge Wealth
Pennsylvania
$3.05M
CHC
253
City Holding Co
West Virginia
$3.04M
Renaissance Technologies
254
Renaissance Technologies
New York
$2.97M
MA
255
Mosaic Advisors
Texas
$2.94M
VT
256
Vise Technologies
New York
$2.93M
PA
257
Planning Alternatives
Michigan
$2.92M
SWA
258
Stratos Wealth Advisors
Ohio
$2.92M
Financial Engines Advisors
259
Financial Engines Advisors
California
$2.89M
CCMG
260
Clark Capital Management Group
Pennsylvania
$2.85M
FLPIM
261
F.L. Putnam Investment Management
Massachusetts
$2.85M
RB
262
Renasant Bank
Mississippi
$2.83M
Kayne Anderson Rudnick Investment Management
263
Kayne Anderson Rudnick Investment Management
California
$2.81M
JFG
264
JMG Financial Group
Illinois
$2.81M
Prudential Financial
265
Prudential Financial
New Jersey
$2.72M
XPN
266
XY Planning Network
Montana
$2.7M
FWM
267
Fonville Wealth Management
Virginia
$2.7M
BPWM
268
Badgley Phelps Wealth Managers
Washington
$2.62M
WIA
269
Wealthedge Investment Advisors
New York
$2.6M
IAS
270
IMA Advisory Services
Colorado
$2.59M
PFPG
271
Pinnacle Financial Partners (Georgia)
Georgia
$2.58M
ASBI
272
American State Bank (Iowa)
Iowa
$2.5M
SRCM
273
Signature Resources Capital Management
California
$2.47M
OFG
274
Oxford Financial Group
Indiana
$2.45M
GM
275
GeoWealth Management
Illinois
$2.44M