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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
PWM
401
Paulson Wealth Management
Illinois
$1.14M
CCM
402
Condor Capital Management
New Jersey
$1.14M
GHI
403
Gross & Hartman Investments
Pennsylvania
$1.13M
SHFC
404
Safe Harbor Family Capital
North Carolina
$1.13M
GCA
405
Greenwood Capital Associates
South Carolina
$1.11M
GT
406
Glenview Trust
Kentucky
$1.11M
IAIM
407
International Assets Investment Management
Florida
$1.1M
HAIM
408
Hunter Associates Investment Management
Pennsylvania
$1.1M
JWM
409
Jackson Wealth Management
Florida
$1.08M
Neuberger Berman Group
410
Neuberger Berman Group
New York
$1.08M
DAS
411
Dynamic Advisor Solutions
Arizona
$1.07M
SIG
412
Sargent Investment Group
Maryland
$1.06M
SW
413
SkyOak Wealth
Michigan
$1.06M
AWM
414
Aprio Wealth Management
Georgia
$1.06M
SFWC
415
Strategic Family Wealth Counselors
New Jersey
$1.03M
SIA
416
Soltis Investment Advisors
Utah
$1.02M
AAMC
417
Asset Allocation & Management Company
Illinois
$1.02M
IA
418
IFG Advisory
Georgia
$1.02M
AI
419
Atria Investments
North Carolina
$1.01M
GFA
420
Gallagher Fiduciary Advisors
Illinois
$1.01M
WMP
421
Wealth Management Partners
Arizona
$1M
KA
422
Kovack Advisors
Florida
$999K
EW
423
Evoke Wealth
California
$997K
WC
424
Waterloo Capital
Texas
$995K
KPWS
425
Kestra Private Wealth Services
Texas
$994K