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iShares Russell 3000 ETF

872 hedge funds and large institutions have $11B invested in iShares Russell 3000 ETF in 2025 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 221 increasing their positions, 266 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:

3.5% more ownership

Funds ownership: 56.25%59.75% (+3.5%)

2% less funds holding in top 10

Funds holding in top 10: 4544 (-1)

17% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 266

Holders
872
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
MHC
401
May Hill Capital
Massachusetts
$1.1M
IAIM
402
International Assets Investment Management
Florida
$1.1M
HAIM
403
Hunter Associates Investment Management
Pennsylvania
$1.1M
JWM
404
Jackson Wealth Management
Florida
$1.08M
Neuberger Berman Group
405
Neuberger Berman Group
New York
$1.08M
DAS
406
Dynamic Advisor Solutions
Arizona
$1.07M
SIG
407
Sargent Investment Group
Maryland
$1.06M
SW
408
SkyOak Wealth
Michigan
$1.06M
AWM
409
Aprio Wealth Management
Georgia
$1.06M
SFWC
410
Strategic Family Wealth Counselors
New Jersey
$1.03M
SIA
411
Soltis Investment Advisors
Utah
$1.02M
AAMC
412
Asset Allocation & Management Company
Illinois
$1.02M
IA
413
IFG Advisory
Georgia
$1.02M
AI
414
Atria Investments
North Carolina
$1.01M
GFA
415
Gallagher Fiduciary Advisors
Illinois
$1.01M
WMP
416
Wealth Management Partners
Arizona
$1M
KA
417
Kovack Advisors
Florida
$999K
EW
418
Evoke Wealth
California
$997K
WC
419
Waterloo Capital
Texas
$995K
KPWS
420
Kestra Private Wealth Services
Texas
$994K
FIB
421
First Interstate Bank
Montana
$990K
QPWM
422
Quadrant Private Wealth Management
Pennsylvania
$986K
LCAM
423
London & Capital Asset Management
United Kingdom
$977K
NA
424
Nestegg Advisors
New York
$966K
CFC
425
Coyle Financial Counsel
Illinois
$952K