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iShares Russell 3000 ETF

811 hedge funds and large institutions have $8.96B invested in iShares Russell 3000 ETF in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 211 increasing their positions, 258 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
811
Holders Change
+17
Holders Change %
+2.14%
% of All Funds
10.88%
Holding in Top 10
48
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4%
% of All Funds
0.64%
New
69
Increased
211
Reduced
258
Closed
37
Calls
$7.27M
Puts
$2.32M
Net Calls
+$4.95M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Shares
Change %
HIS
301
Harvest Investment Services
Illinois
$1.77M -$12.3K -35 -0.7%
LNB
302
Ledyard National Bank
$1.76M -$97.6K -278 -5%
AWE
303
Avidian Wealth Enterprises
Texas
$1.75M +$573K +1,631 +48%
SPC
304
Sigma Planning Corp
Michigan
$1.74M +$274K +781 +19%
JIP
305
Jaffetilchin Investment Partners
Florida
$1.72M -$34.4K -98 -2%
SF
306
Synovus Financial
Georgia
$1.71M -$731K -2,081 -30%
WWC
307
Waypoint Wealth Counsel
Georgia
$1.7M +$108K +308 +7%
NEPWA
308
New England Private Wealth Advisors
Massachusetts
$1.69M +$4.33K +12 +0.3%
GWANC
309
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.68M +$3.16K +9 +0.2%
DF
310
Dunhill Financial
United Kingdom
$1.67M -$321K -915 -16%
PAIM
311
Punch & Associates Investment Management
Minnesota
$1.64M +$21.4K +61 +1%
SFG
312
Sterling Financial Group
California
$1.64M
GWMR
313
GC Wealth Management RIA
Massachusetts
$1.63M -$2.11K -6 -0.1%
MGIA
314
Moneta Group Investment Advisors
Missouri
$1.61M -$75.5K -215 -4%
IWC
315
Integrated Wealth Concepts
Massachusetts
$1.6M -$3.16K -9 -0.2%
MWA
316
Motive Wealth Advisors
Michigan
$1.58M
TFO
317
Timonier Family Office
North Carolina
$1.57M +$1.57M +4,468 New
BW
318
BIP Wealth
Georgia
$1.55M -$1.76K -5 -0.1%
CTA
319
Chesley Taft & Associates
Illinois
$1.54M
CFO
320
CVA Family Office
Colorado
$1.53M +$122K +348 +9%
WIA
321
World Investment Advisors
California
$1.5M +$22.1K +63 +1%
WAP
322
Wealthcare Advisory Partners
Pennsylvania
$1.5M +$285K +813 +23%
EWM
323
Evercore Wealth Management
New York
$1.49M
TVAMP
324
Tennessee Valley Asset Management Partners
Tennessee
$1.49M
DADC
325
D.A. Davidson & Co
Montana
$1.47M +$351 +1 +0%