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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
QCM
451
QRG Capital Management
Illinois
$793K
UFF
452
USA Financial Formulas
Michigan
$788K
JSW
453
Journey Strategic Wealth
New Jersey
$776K
NG
454
Norden Group
Utah
$770K
FH
455
FWG Holdings
Florida
$766K
DWP
456
Destiny Wealth Partners
Florida
$756K
HCM
457
Hollencrest Capital Management
California
$743K
NED
458
Nancy E. Dempze
$738K
ECM
459
Evergreen Capital Management
Washington
$736K
JWBC
460
J.W. Burns & Co
New York
$732K
BWM
461
Brown Wealth Management
Illinois
$725K
SWA
462
Sightline Wealth Advisors
Connecticut
$720K
KNW
463
Kesler Norman & Wride
Utah
$716K
CL
464
Choreo LLC
Illinois
$709K
LFA
465
LGT Financial Advisors
Texas
$707K
PMFA
466
Plante Moran Financial Advisors
Michigan
$704K
BF
467
BOK Financial
Oklahoma
$702K
HA
468
Harbor Advisors
Florida
$702K
CWM
469
Collaborative Wealth Management
Florida
$702K
FWI
470
Facet Wealth Inc
Maryland
$696K
SC
471
Scotia Capital
Ontario, Canada
$694K
HIA
472
Harbor Investment Advisory
Maryland
$692K
APP
473
Avantax Planning Partners
Iowa
$686K
BIG
474
Brooklyn Investment Group
New York
$681K
MWM
475
Maridea Wealth Management
New York
$678K