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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 %
UFF
401
USA Financial Formulas
Michigan
$847K -$75.3K -237 -8%
BF
402
Baring Financial
Washington
$847K -$289K -911 -25%
IAIM
403
International Assets Investment Management
Florida
$846K +$24.8K +78 +3%
WMP
404
Wealth Management Partners
Arizona
$843K -$2.86K -9 -0.3%
Empower Advisory Group
405
Empower Advisory Group
Colorado
$840K
SIA
406
Soltis Investment Advisors
Utah
$840K
AAMC
407
Asset Allocation & Management Company
Illinois
$839K
NA
408
Nestegg Advisors
New York
$837K
JSW
409
Journey Strategic Wealth
New Jersey
$836K -$1.99M -6,263 -70%
KA
410
Kovack Advisors
Florida
$833K -$186K -585 -18%
NPAN
411
Northeast Planning Associates NH
New Hampshire
$826K -$313K -984 -27%
FIB
412
First Interstate Bank
Montana
$813K -$282K -889 -26%
MAC
413
Mason & Associates (California)
California
$809K -$22.2K -70 -3%
WAL
414
W Advisors LLC
Tennessee
$801K +$1.59K +5 +0.2%
AWA
415
AGH Wealth Advisors
Kansas
$792K
PP
416
Prosperity Planning
Missouri
$789K -$107K -338 -12%
ACA
417
Affinity Capital Advisors
California
$784K -$7.57K -25 -1%
CFC
418
Coyle Financial Counsel
Illinois
$784K -$318 -1 -0%
VA
419
Valmark Advisers
Ohio
$776K -$2.86K -9 -0.4%
SYBT
420
Stock Yards Bank & Trust
Kentucky
$773K
CCM
421
Coldstream Capital Management
Washington
$750K +$130K +410 +21%
GVAG
422
Great Valley Advisor Group
Delaware
$749K +$496K +1,561 +196%
BEC
423
Blue Edge Capital
Virginia
$745K -$99.4K -313 -12%
SW
424
SlateStone Wealth
Florida
$744K +$317 +1 +0%
CFA
425
Capstone Financial Advisors
Illinois
$742K +$2.22K +7 +0.3%