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iShares Russell 3000 ETF

872 hedge funds and large institutions have $11B invested in iShares Russell 3000 ETF in 2025 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 221 increasing their positions, 266 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:

3.5% more ownership

Funds ownership: 56.25%59.75% (+3.5%)

2% less funds holding in top 10

Funds holding in top 10: 4544 (-1)

17% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 266

Holders
872
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
MWM
276
Modera Wealth Management
New Jersey
$2.41M
SC
277
SouthState Corp
Florida
$2.41M
OFS
278
OneAscent Financial Services
Alabama
$2.4M
PGA
279
Portland Global Advisors
Maine
$2.35M
DWT
280
Dorsey & Whitney Trust
South Dakota
$2.29M
RWM
281
Rialto Wealth Management
New York
$2.27M
Susquehanna International Group
282
Susquehanna International Group
Pennsylvania
$2.27M
AFA
283
Avant Financial Advisors
Texas
$2.26M
SB
284
Strategic Blueprint
Georgia
$2.25M
YWM
285
Yardley Wealth Management
Pennsylvania
$2.23M
ACA
286
Aptus Capital Advisors
Alabama
$2.21M
NF
287
Nvest Financial
New Hampshire
$2.21M
SPC
288
Sigma Planning Corp
Michigan
$2.17M
VP
289
Verum Partners
North Carolina
$2.14M
CRWM
290
Castle Rock Wealth Management
California
$2.13M
GC
291
Garde Capital
Washington
$2.13M
MFT
292
Moisand Fitzgerald Tamayo
Florida
$2.13M
SMWM
293
Silvia McColl Wealth Management
California
$2.13M
CTC
294
Central Trust Company
Missouri
$2.12M
IBOK
295
Independence Bank of Kentucky
Kentucky
$2.12M
WA
296
Wealth Architects
California
$2.1M
CIM
297
Cambria Investment Management
California
$2.1M
HFS
298
Heritage Financial Services
Massachusetts
$2.02M
BPWM
299
BCS Private Wealth Management
New Jersey
$2.02M
X
300
Xponance
Pennsylvania
$2M