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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
HPA
301
High Probability Advisors
New York
$2M
MSWM
302
McGlone Suttner Wealth Management
Wisconsin
$2M
BC
303
Bakala Capital
South Carolina
$2M
TAM
304
Tocqueville Asset Management
New York
$1.99M
P
305
&Partners
Tennessee
$1.98M
PFA
306
Pure Financial Advisors
California
$1.98M
PAIM
307
Punch & Associates Investment Management
Minnesota
$1.97M
MF
308
Manchester Financial
California
$1.95M
WWC
309
Waypoint Wealth Counsel
Georgia
$1.95M
AWE
310
Avidian Wealth Enterprises
Texas
$1.93M
DWM
311
Dakota Wealth Management
Florida
$1.92M
LNB
312
Ledyard National Bank
$1.9M
QCM
313
QRG Capital Management
Illinois
$1.88M
JIP
314
Jaffetilchin Investment Partners
Florida
$1.87M
GWANC
315
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.86M
BAM
316
Berkshire Asset Management
Pennsylvania
$1.84M
CCM
317
Cohen Capital Management
California
$1.79M
SA
318
Sanctuary Advisors
Indiana
$1.79M
GWMR
319
GC Wealth Management RIA
Massachusetts
$1.76M
MGIA
320
Moneta Group Investment Advisors
Missouri
$1.75M
MWA
321
Motive Wealth Advisors
Michigan
$1.74M
CTA
322
Chesley Taft & Associates
Illinois
$1.74M
TFO
323
Timonier Family Office
North Carolina
$1.73M
BW
324
BIP Wealth
Georgia
$1.7M
DF
325
Dunhill Financial
United Kingdom
$1.7M