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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 %
MWM
426
Modern Wealth Management
Kansas
$740K +$740K +2,330 New
WFA
427
Wade Financial Advisory
California
$740K
HFRG
428
Houlihan Financial Resource Group
Virginia
$738K
RAS
429
RPS Advisory Solutions
Kentucky
$737K +$737K +2,318 New
CCA
430
Cobblestone Capital Advisors
New York
$734K -$3.81K -12 -0.5%
CWP
431
Cyndeo Wealth Partners
Florida
$732K
PTC
432
Private Trust Company
Ohio
$724K
MCA
433
Martin Capital Advisors
Texas
$718K
PA
434
Procyon Advisors
Connecticut
$716K -$79.4K -250 -10%
NG
435
Norden Group
Utah
$697K -$139K -439 -17%
AF
436
Allworth Financial
California
$692K +$52.8K +170 +8%
SAM
437
Smartleaf Asset Management
Massachusetts
$678K -$15.2K -48 -2%
FH
438
FWG Holdings
Florida
$673K -$7.88K -25 -1%
HCM
439
Hollencrest Capital Management
California
$672K -$470K -1,480 -41%
JWBC
440
J.W. Burns & Co
New York
$670K +$7.62K +24 +1%
OA
441
Oxbow Advisors
Texas
$669K
NED
442
Nancy E. Dempze
$668K
ECM
443
Evergreen Capital Management
Washington
$666K
PCA
444
Prosperity Capital Advisors
Ohio
$666K -$583K -1,829 -47%
DIA
445
Dana Investment Advisors
Wisconsin
$664K -$27.3K -86 -4%
KPWS
446
Kestra Private Wealth Services
Texas
$664K +$137K +432 +26%
MAV
447
Mason & Associates (Virginia)
Virginia
$656K
CL
448
Choreo LLC
Illinois
$656K -$219K -690 -25%
BWM
449
Brown Wealth Management
Illinois
$656K
Susquehanna International Group
450
Susquehanna International Group
Pennsylvania
$654K -$638K -2,010 -49%