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iShares Russell 3000 ETF

815 hedge funds and large institutions have $8.96B invested in iShares Russell 3000 ETF in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 215 increasing their positions, 259 reducing their positions, and 39 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 ownership

Funds ownership:

2% more funds holding

Funds holding: 798815 (+17)

4% less funds holding in top 10

Funds holding in top 10: 5048 (-2)

17% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 259

Holders
815
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.27M
Puts
$2.32M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WDL
426
Well Done LLC
Michigan
$885K
CA
427
CoreCap Advisors
Michigan
$885K
NA
428
Nestegg Advisors
New York
$876K
AWA
429
AGH Wealth Advisors
Kansas
$875K
SIG
430
Sargent Investment Group
Maryland
$875K
PP
431
Prosperity Planning
Missouri
$872K
PCA
432
Prosperity Capital Advisors
Ohio
$866K
CFC
433
Coyle Financial Counsel
Illinois
$863K
GVAG
434
Great Valley Advisor Group
Delaware
$860K
MWM
435
Moran Wealth Management
Florida
$854K
SYBT
436
Stock Yards Bank & Trust
Kentucky
$854K
VA
437
Valmark Advisers
Ohio
$853K
WAL
438
W Advisors LLC
Tennessee
$853K
MWM
439
Modern Wealth Management
Kansas
$840K
AF
440
Allworth Financial
California
$834K
CCM
441
Coldstream Capital Management
Washington
$829K
BEC
442
Blue Edge Capital
Virginia
$823K
CFA
443
Capstone Financial Advisors
Illinois
$822K
PTC
444
Private Trust Company
Ohio
$820K
HFRG
445
Houlihan Financial Resource Group
Virginia
$816K
CCA
446
Cobblestone Capital Advisors
New York
$811K
CWP
447
Cyndeo Wealth Partners
Florida
$809K
P
448
&Partners
Tennessee
$799K
ACA
449
Affinity Capital Advisors
California
$794K
MCA
450
Martin Capital Advisors
Texas
$793K