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iShares Russell 3000 ETF

794 hedge funds and large institutions have $7.97B invested in iShares Russell 3000 ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 210 increasing their positions, 267 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
-51
Holders Change %
-6.04%
% of All Funds
10.79%
Holding in Top 10
50
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.79%
% of All Funds
0.68%
New
39
Increased
210
Reduced
267
Closed
67
Calls
$5.11M
Puts
$2.41M
Net Calls
+$2.7M
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Shares
Change %
GWANC
301
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.52M +$2.86K +9 +0.2%
NEPWA
302
New England Private Wealth Advisors
Massachusetts
$1.48M +$3.81K +12 +0.3%
SFG
303
Sterling Financial Group
California
$1.48M
GWMR
304
GC Wealth Management RIA
Massachusetts
$1.48M -$6.35K -20 -0.4%
PAIM
305
Punch & Associates Investment Management
Minnesota
$1.47M -$34.3K -108 -2%
IWC
306
Integrated Wealth Concepts
Massachusetts
$1.45M -$293K -921 -17%
WWC
307
Waypoint Wealth Counsel
Georgia
$1.44M +$3.49K +11 +0.2%
MWA
308
Motive Wealth Advisors
Michigan
$1.43M
FSA
309
Financial Services Advisory
Maryland
$1.41M -$2.53M -7,951 -64%
FRA
310
Frank Rimerman Advisors
California
$1.41M +$942K +2,965 +203%
BW
311
BIP Wealth
Georgia
$1.4M -$6.04K -19 -0.4%
CTA
312
Chesley Taft & Associates
Illinois
$1.39M -$42.9K -135 -3%
TC
313
TownSquare Capital
Utah
$1.38M -$139K -439 -9%
CCMG
314
Clark Capital Management Group
Pennsylvania
$1.37M -$11.4M -35,901 -89%
EWM
315
Evercore Wealth Management
New York
$1.35M +$19.1K +60 +1%
TVAMP
316
Tennessee Valley Asset Management Partners
Tennessee
$1.35M
WIA
317
World Investment Advisors
California
$1.34M -$89.3K -281 -6%
AMBIA
318
Allen Mooney & Barnes Investment Advisors
Georgia
$1.34M
SPC
319
Sigma Planning Corp
Michigan
$1.33M +$16.2K +51 +1%
DADC
320
D.A. Davidson & Co
Montana
$1.33M -$9.21K -29 -0.7%
PGFC
321
Peapack-Gladstone Financial Corp
New Jersey
$1.32M -$9.22K -29 -0.7%
CWM
322
Congress Wealth Management
Massachusetts
$1.3M +$635 +2 +0%
CGA
323
Crescent Grove Advisors
Illinois
$1.28M -$230K -725 -15%
CFO
324
CVA Family Office
Colorado
$1.27M -$127K -400 -9%
GLLW
325
Graves Light Lenhart Wealth
Virginia
$1.27M