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iShares Russell 3000 ETF

881 hedge funds and large institutions have $11.1B invested in iShares Russell 3000 ETF in 2025 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 222 increasing their positions, 267 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% more ownership

Funds ownership: 56.25%60.25% (+4%)

2% less funds holding in top 10

Funds holding in top 10: 4544 (-1)

17% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 267

Holders
881
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
AF
376
Atala Financial
California
$1.28M
XF
377
XML Financial
Maryland
$1.27M
ZBNA
378
Zions Bancorporation, National Association
Utah
$1.26M
GVAG
379
Great Valley Advisor Group
Delaware
$1.25M
SSWM
380
Smith Salley Wealth Management
North Carolina
$1.25M
SCG
381
Sonata Capital Group
Washington
$1.24M
VWA
382
Visionary Wealth Advisors
Illinois
$1.24M
RPC
383
Rossmore Private Capital
Connecticut
$1.24M
SAM
384
Smartleaf Asset Management
Massachusetts
$1.23M
GIA
385
GHP Investment Advisors
Colorado
$1.23M
CFO
386
Callan Family Office
Pennsylvania
$1.22M
CFG
387
Carter Financial Group
Illinois
$1.2M
PPW
388
Parcion Private Wealth
Washington
$1.2M
SMA
389
Sage Mountain Advisors
Georgia
$1.18M
LAS
390
LWM Advisory Services
Florida
$1.18M
EGA
391
E&G Advisors
Texas
$1.16M
CA
392
CoreCap Advisors
Michigan
$1.16M
FRA
393
Frank Rimerman Advisors
California
$1.15M
RWP
394
RWA Wealth Partners
Massachusetts
$1.15M
JSW
395
Journey Strategic Wealth
New Jersey
$1.14M
BAM
396
Beaumont Asset Management
Texas
$1.14M
PWM
397
Paulson Wealth Management
Illinois
$1.14M
CCM
398
Condor Capital Management
New Jersey
$1.14M
SHFC
399
Safe Harbor Family Capital
North Carolina
$1.13M
GCA
400
Greenwood Capital Associates
South Carolina
$1.11M