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iShares Russell 3000 ETF

811 hedge funds and large institutions have $8.96B invested in iShares Russell 3000 ETF in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 211 increasing their positions, 258 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
811
Holders Change
+17
Holders Change %
+2.14%
% of All Funds
10.87%
Holding in Top 10
48
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4%
% of All Funds
0.64%
New
69
Increased
211
Reduced
258
Closed
37
Calls
$7.27M
Puts
$2.32M
Net Calls
+$4.95M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Shares
Change %
NA
426
Nestegg Advisors
New York
$876K -$48.1K -137 -5%
AWA
427
AGH Wealth Advisors
Kansas
$875K
SIG
428
Sargent Investment Group
Maryland
$875K -$118K -328 -12%
PP
429
Prosperity Planning
Missouri
$872K
PCA
430
Prosperity Capital Advisors
Ohio
$866K +$133K +379 +18%
CFC
431
Coyle Financial Counsel
Illinois
$863K -$2.46K -7 -0.3%
GVAG
432
Great Valley Advisor Group
Delaware
$860K +$32.6K +93 +4%
MWM
433
Moran Wealth Management
Florida
$854K +$854K +2,433 New
SYBT
434
Stock Yards Bank & Trust
Kentucky
$854K
VA
435
Valmark Advisers
Ohio
$853K -$3.51K -10 -0.4%
WAL
436
W Advisors LLC
Tennessee
$853K -$32.3K -92 -4%
AF
437
Allworth Financial
California
$834K +$53K +151 +7%
CCM
438
Coldstream Capital Management
Washington
$829K
BEC
439
Blue Edge Capital
Virginia
$823K
CFA
440
Capstone Financial Advisors
Illinois
$822K +$2.11K +6 +0.3%
PTC
441
Private Trust Company
Ohio
$820K +$20K +57 +3%
HFRG
442
Houlihan Financial Resource Group
Virginia
$816K
CCA
443
Cobblestone Capital Advisors
New York
$811K
CWP
444
Cyndeo Wealth Partners
Florida
$809K
P
445
&Partners
Tennessee
$799K +$315K +896 +65%
ACA
446
Affinity Capital Advisors
California
$794K -$115K -329 -13%
MCA
447
Martin Capital Advisors
Texas
$793K
QCM
448
QRG Capital Management
Illinois
$793K +$245K +699 +45%
UFF
449
USA Financial Formulas
Michigan
$788K -$148K -422 -16%
JSW
450
Journey Strategic Wealth
New Jersey
$776K -$148K -421 -16%