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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 %
SWA
451
Sightline Wealth Advisors
Connecticut
$650K +$1.59K +5 +0.2%
SC
452
Scotia Capital
Ontario, Canada
$641K
MCA
453
MSH Capital Advisors
Arizona
$641K +$36.8K +116 +6%
LFA
454
LGT Financial Advisors
Texas
$638K -$81.6K -257 -11%
HA
455
Harbor Advisors
Florida
$635K
BF
456
BOK Financial
Oklahoma
$635K +$95.3K +300 +18%
CWM
457
Collaborative Wealth Management
Florida
$635K -$76.9K -242 -11%
HIA
458
Harbor Investment Advisory
Maryland
$626K +$318 +1 +0.1%
FWI
459
Facet Wealth Inc
Maryland
$621K
CRC
460
Curi RMB Capital
Illinois
$620K -$1.92M -6,058 -76%
APP
461
Avantax Planning Partners
Iowa
$620K +$953 +3 +0.2%
TWM
462
Topsail Wealth Management
North Carolina
$613K +$613K +1,931 New
WWP
463
Waypoint Wealth Partners
California
$602K
JIC
464
Joel Isaacson & Co
New York
$601K +$318 +1 +0.1%
PWM
465
Perigon Wealth Management
California
$600K +$318 +1 +0.1%
BW
466
BostonPremier Wealth
Massachusetts
$596K +$1.59K +5 +0.3%
FBB
467
Fulton Breakefield Broenniman
Maryland
$590K
AA
468
Ashford Advisors
New York
$587K
RWM
469
RKL Wealth Management
Pennsylvania
$572K +$1.59K +5 +0.3%
NRC
470
New Republic Capital
North Carolina
$571K
EIP
471
Ellis Investment Partners
Pennsylvania
$566K -$335K -1,053 -37%
CAMG
472
CWA Asset Management Group
Florida
$565K +$181K +569 +47%
MIM
473
MTM Investment Management
South Carolina
$561K +$23.9K +75 +4%
NGA
474
Naples Global Advisors
Florida
$559K +$559K +1,760 New
ATPW
475
Ashton Thomas Private Wealth
Arizona
$550K -$37.5K -118 -6%