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iShares Russell 3000 ETF

815 hedge funds and large institutions have $8.96B invested in iShares Russell 3000 ETF in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 215 increasing their positions, 259 reducing their positions, and 39 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 ownership

Funds ownership:

2% more funds holding

Funds holding: 798815 (+17)

4% less funds holding in top 10

Funds holding in top 10: 5048 (-2)

17% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 259

Holders
815
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.27M
Puts
$2.32M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZBNA
376
Zions Bancorporation, National Association
Utah
$1.15M
IWM
377
IHT Wealth Management
Illinois
$1.14M
SSWM
378
Smith Salley Wealth Management
North Carolina
$1.14M
NRC
379
New Republic Capital
North Carolina
$1.14M
KAM
380
KEB Asset Management
Illinois
$1.12M
GL
381
Graypoint LLC
New York
$1.12M
VWA
382
Visionary Wealth Advisors
Illinois
$1.12M
GIA
383
GHP Investment Advisors
Colorado
$1.11M
PAS
384
Park Avenue Securities
New York
$1.09M
CFG
385
Carter Financial Group
Illinois
$1.09M
PPW
386
Parcion Private Wealth
Washington
$1.09M
WS
387
Wedbush Securities
California
$1.09M
SMA
388
Sage Mountain Advisors
Georgia
$1.07M
OAS
389
Optivise Advisory Services
Tennessee
$1.07M
LAS
390
LWM Advisory Services
Florida
$1.07M
EGA
391
E&G Advisors
Texas
$1.05M
PWM
392
Paulson Wealth Management
Illinois
$1.05M
FRA
393
Frank Rimerman Advisors
California
$1.05M
RWP
394
RWA Wealth Partners
Massachusetts
$1.04M
BAM
395
Beaumont Asset Management
Texas
$1.03M
CCM
396
Condor Capital Management
New Jersey
$1.03M
FNC
397
First National Corp
Massachusetts
$1.02M
HAIM
398
Hunter Associates Investment Management
Pennsylvania
$1M
RPC
399
Rossmore Private Capital
Connecticut
$998K
EW
400
Evoke Wealth
California
$996K