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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
FSA
376
Fort Sheridan Advisors
Illinois
$1.3M
NGA
377
Naples Global Advisors
Florida
$1.3M
BCWM
378
Bartlett & Co Wealth Management
Ohio
$1.29M
CWM
379
Cahaba Wealth Management
Georgia
$1.29M
AF
380
Atala Financial
California
$1.28M
XF
381
XML Financial
Maryland
$1.27M
ZBNA
382
Zions Bancorporation, National Association
Utah
$1.26M
GVAG
383
Great Valley Advisor Group
Delaware
$1.25M
SSWM
384
Smith Salley Wealth Management
North Carolina
$1.25M
SCG
385
Sonata Capital Group
Washington
$1.24M
VWA
386
Visionary Wealth Advisors
Illinois
$1.24M
RPC
387
Rossmore Private Capital
Connecticut
$1.24M
SAM
388
Smartleaf Asset Management
Massachusetts
$1.23M
GIA
389
GHP Investment Advisors
Colorado
$1.23M
CFO
390
Callan Family Office
Pennsylvania
$1.22M
CFG
391
Carter Financial Group
Illinois
$1.2M
PPW
392
Parcion Private Wealth
Washington
$1.2M
SMA
393
Sage Mountain Advisors
Georgia
$1.18M
LAS
394
LWM Advisory Services
Florida
$1.18M
EGA
395
E&G Advisors
Texas
$1.16M
CA
396
CoreCap Advisors
Michigan
$1.16M
FRA
397
Frank Rimerman Advisors
California
$1.15M
RWP
398
RWA Wealth Partners
Massachusetts
$1.15M
JSW
399
Journey Strategic Wealth
New Jersey
$1.14M
BAM
400
Beaumont Asset Management
Texas
$1.14M