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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
BWM
451
Brown Wealth Management
Illinois
$824K
HCM
452
Hollencrest Capital Management
California
$819K
AAP
453
Arax Advisory Partners
Colorado
$816K
NED
454
Nancy E. Dempze
$813K
ECM
455
Evergreen Capital Management
Washington
$811K
MAC
456
Mason & Associates (California)
California
$810K
JWBC
457
J.W. Burns & Co
New York
$807K
SWA
458
Sightline Wealth Advisors
Connecticut
$798K
MCA
459
Martin Capital Advisors
Texas
$789K
Empower Advisory Group
460
Empower Advisory Group
Colorado
$785K
AG
461
Ascent Group
Virginia
$782K
AAS
462
Annex Advisory Services
Wisconsin
$780K
FH
463
FWG Holdings
Florida
$779K
HA
464
Harbor Advisors
Florida
$774K
BF
465
BOK Financial
Oklahoma
$774K
GVCM
466
Global View Capital Management
Wisconsin
$768K
CWM
467
Collaborative Wealth Management
Florida
$764K
HIA
468
Harbor Investment Advisory
Maryland
$763K
APP
469
Avantax Planning Partners
Iowa
$758K
FWI
470
Facet Wealth Inc
Maryland
$749K
TWM
471
Topsail Wealth Management
North Carolina
$747K
AF
472
Allworth Financial
California
$745K
DT
473
Diversified Trust
Tennessee
$737K
SWM
474
Sentinel Wealth Management
Virginia
$737K
CL
475
Choreo LLC
Illinois
$726K