We are live on ! Find out more
IWV icon

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
HFS
301
Heritage Financial Services
Massachusetts
$2.02M
BPWM
302
BCS Private Wealth Management
New Jersey
$2.02M
BFG
303
Beacon Financial Group
Texas
$2.01M
X
304
Xponance
Pennsylvania
$2M
HPA
305
High Probability Advisors
New York
$2M
MSWM
306
McGlone Suttner Wealth Management
Wisconsin
$2M
BC
307
Bakala Capital
South Carolina
$2M
TAM
308
Tocqueville Asset Management
New York
$1.99M
P
309
&Partners
Tennessee
$1.98M
PFA
310
Pure Financial Advisors
California
$1.98M
PAIM
311
Punch & Associates Investment Management
Minnesota
$1.97M
MF
312
Manchester Financial
California
$1.95M
WWC
313
Waypoint Wealth Counsel
Georgia
$1.95M
AWE
314
Avidian Wealth Enterprises
Texas
$1.93M
DWM
315
Dakota Wealth Management
Florida
$1.92M
LNB
316
Ledyard National Bank
$1.9M
QCM
317
QRG Capital Management
Illinois
$1.88M
JIP
318
Jaffetilchin Investment Partners
Florida
$1.87M
IFG
319
Independent Financial Group
California
$1.87M
GWANC
320
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.86M
BAM
321
Berkshire Asset Management
Pennsylvania
$1.84M
CCM
322
Cohen Capital Management
California
$1.79M
SA
323
Sanctuary Advisors
Indiana
$1.79M
GWMR
324
GC Wealth Management RIA
Massachusetts
$1.76M
MGIA
325
Moneta Group Investment Advisors
Missouri
$1.75M