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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
KAM
426
KEB Asset Management
Illinois
$949K
WAL
427
W Advisors LLC
Tennessee
$941K
JWCA
428
J.W. Cole Advisors
Florida
$940K
CCM
429
Coldstream Capital Management
Washington
$929K
ClearBridge Investments
430
ClearBridge Investments
New York
$928K
IWM
431
IHT Wealth Management
Illinois
$914K
AIM
432
Acropolis Investment Management
Missouri
$911K
CFA
433
Capstone Financial Advisors
Illinois
$910K
BEC
434
Blue Edge Capital
Virginia
$907K
ISFAN
435
Investor's Fiduciary Advisor Network
Washington
$903K
PTC
436
Private Trust Company
Ohio
$901K
HFRG
437
Houlihan Financial Resource Group
Virginia
$899K
BIG
438
Brooklyn Investment Group
New York
$893K
BF
439
Baring Financial
Washington
$892K
RSC
440
Red Spruce Capital
Pennsylvania
$890K
BCA
441
Bayshore Capital Advisors
Florida
$890K
MWM
442
Modern Wealth Management
Kansas
$887K
PP
443
Prosperity Planning
Missouri
$882K
PP
444
Patten & Patten
Tennessee
$869K
AWA
445
AGH Wealth Advisors
Kansas
$865K
NPAN
446
Northeast Planning Associates NH
New Hampshire
$855K
DWP
447
Destiny Wealth Partners
Florida
$850K
SYBT
448
Stock Yards Bank & Trust
Kentucky
$840K
KA
449
KLCM Advisors
Wisconsin
$838K
MCA
450
MSH Capital Advisors
Arizona
$826K