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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 %
IWMA
376
Ironwood Wealth Management (Arizona)
Arizona
$967K
HAIM
377
Hunter Associates Investment Management
Pennsylvania
$966K +$966K +3,040 New
LAS
378
LWM Advisory Services
Florida
$966K
Balyasny Asset Management
379
Balyasny Asset Management
Illinois
$959K +$959K +3,018 New
EGA
380
E&G Advisors
Texas
$954K
RWP
381
RWA Wealth Partners
Massachusetts
$945K
BAM
382
Beaumont Asset Management
Texas
$935K -$7.94K -25 -0.8%
CCM
383
Condor Capital Management
New Jersey
$933K
GCA
384
Greenwood Capital Associates
South Carolina
$922K -$14.6K -46 -2%
FNC
385
First National Corp
Massachusetts
$922K
RSC
386
Red Spruce Capital
Pennsylvania
$914K -$61.6K -194 -6%
CWA
387
CM Wealth Advisors
Ohio
$911K
DAS
388
Dynamic Advisor Solutions
Arizona
$894K +$1.27K +4 +0.1%
SW
389
SkyOak Wealth
Michigan
$894K -$14.3K -45 -2%
AG
390
Ascent Group
Virginia
$892K +$892K +2,808 New
JWM
391
Jackson Wealth Management
Florida
$890K
JWCA
392
J.W. Cole Advisors
Florida
$887K -$478K -1,504 -35%
GT
393
Glenview Trust
Kentucky
$885K
CNB
394
Camden National Bank
Maine
$878K
SIG
395
Sargent Investment Group
Maryland
$878K +$632K +1,991 +258%
AWM
396
Aegis Wealth Management
Maryland
$874K +$874K +2,750 New
HSBC Holdings
397
HSBC Holdings
United Kingdom
$867K -$71.5K -225 -8%
AWM
398
Aprio Wealth Management
Georgia
$867K
IA
399
IFG Advisory
Georgia
$854K -$8.89K -28 -1%
SFWC
400
Strategic Family Wealth Counselors
New Jersey
$849K