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iShares Russell 3000 ETF

812 hedge funds and large institutions have $9.63B invested in iShares Russell 3000 ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 200 increasing their positions, 276 reducing their positions, and 28 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: $ → $

less funds holding

Funds holding:

2.97% less ownership

Funds ownership: 59.2%56.23% (-3%)

6% less funds holding in top 10

Funds holding in top 10: 4845 (-3)

28% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 276

Holders
812
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.34M
Puts
$1.78M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
451
Choreo LLC
Illinois
$765K
LFA
452
LGT Financial Advisors
Texas
$765K
BF
453
BOK Financial
Oklahoma
$758K
HA
454
Harbor Advisors
Florida
$758K
CWM
455
Collaborative Wealth Management
Florida
$748K
HIA
456
Harbor Investment Advisory
Maryland
$747K
APP
457
Avantax Planning Partners
Iowa
$741K
FWI
458
Facet Wealth Inc
Maryland
$735K
TWM
459
Topsail Wealth Management
North Carolina
$732K
OA
460
Oxbow Advisors
Texas
$731K
DT
461
Diversified Trust
Tennessee
$723K
SWM
462
Sentinel Wealth Management
Virginia
$722K
MCA
463
MSH Capital Advisors
Arizona
$722K
WMA
464
William Mack & Associates
Michigan
$721K
ACA
465
Affinity Capital Advisors
California
$718K
PWM
466
Perigon Wealth Management
California
$717K
BIG
467
Brooklyn Investment Group
New York
$716K
UFF
468
USA Financial Formulas
Michigan
$711K
SW
469
SlateStone Wealth
Florida
$708K
DWM
470
Dakota Wealth Management
Florida
$708K
AA
471
Ashford Advisors
New York
$700K
ACM
472
Armbruster Capital Management
New York
$686K
RWM
473
RKL Wealth Management
Pennsylvania
$686K
GVCM
474
Global View Capital Management
Wisconsin
$678K
JIC
475
Joel Isaacson & Co
New York
$669K