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iShares Russell 3000 ETF

824 hedge funds and large institutions have $9.64B invested in iShares Russell 3000 ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 204 increasing their positions, 281 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more call options, than puts

Call options by funds: $8.34M | Put options by funds: $1.78M

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

8% more capital invested

Capital invested by funds: $8.96B → $9.64B (+$673M)

0% more funds holding

Funds holding: 823824 (+1)

2.97% less ownership

Funds ownership: 59.24%56.27% (-3%)

6% less funds holding in top 10

Funds holding in top 10: 4845 (-3)

27% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 281

Holders
824
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
10.82%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
0.59%
New
46
Increased
204
Reduced
281
Closed
29
Calls
$8.34M
Puts
$1.78M
Net Calls
+$6.56M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
351
Luther King Capital Management (LKCM)
Texas
$1.41M
AAM
352
Augustine Asset Management
Florida
$1.41M
CFGA
353
Cambridge Financial Group (Arizona)
Arizona
$1.4M +$1.35M +3,707 New
EPP
354
ETF Portfolio Partners
Kansas
$1.4M -$4.38K -12 -0.3%
WIA
355
World Investment Advisors
California
$1.38M -$231K -633 -15%
BCI
356
Blue Capital Inc
Nebraska
$1.36M +$71.8K +197 +6%
AI
357
Atria Investments
North Carolina
$1.36M +$1.3M +3,576 New
FNBT
358
FineMark National Bank & Trust
Florida
$1.35M
ITIM
359
Indiana Trust & Investment Management
Indiana
$1.34M
LWA
360
Lowe Wealth Advisors
Maryland
$1.33M -$99.5K -273 -7%
GLLW
361
Graves Light Lenhart Wealth
Virginia
$1.33M
SFO
362
Stokes Family Office
Louisiana
$1.33M
WFA
363
Wellspring Financial Advisors
Ohio
$1.32M
BWP
364
Bernardo Wealth Planning
Pennsylvania
$1.29M
GBT
365
Grove Bank & Trust
Florida
$1.29M +$1.06M +2,900 +580%
FSA
366
Fort Sheridan Advisors
Illinois
$1.27M
NGA
367
Naples Global Advisors
Florida
$1.27M
BCWM
368
Bartlett & Co Wealth Management
Ohio
$1.27M
CWM
369
Cahaba Wealth Management
Georgia
$1.26M +$2.92K +8 +0.2%
AF
370
Atala Financial
California
$1.26M
IWM
371
IHT Wealth Management
Illinois
$1.25M +$23K +63 +2%
SCG
372
Sonata Capital Group
Washington
$1.24M
XF
373
XML Financial
Maryland
$1.24M -$10.6K -29 -0.9%
ZBNA
374
Zions Bancorporation, National Association
Utah
$1.24M
LIG
375
Lokken Investment Group
Delaware
$1.23M -$28.1K -77 -2%