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iShares Russell 3000 ETF

824 hedge funds and large institutions have $9.64B invested in iShares Russell 3000 ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 204 increasing their positions, 281 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more call options, than puts

Call options by funds: $8.34M | Put options by funds: $1.78M

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

8% more capital invested

Capital invested by funds: $8.96B → $9.64B (+$673M)

0% more funds holding

Funds holding: 823824 (+1)

2.97% less ownership

Funds ownership: 59.24%56.27% (-3%)

6% less funds holding in top 10

Funds holding in top 10: 4845 (-3)

27% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 281

Holders
824
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
10.82%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
0.59%
New
46
Increased
204
Reduced
281
Closed
29
Calls
$8.34M
Puts
$1.78M
Net Calls
+$6.56M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
451
Sightline Wealth Advisors
Connecticut
$780K +$1.82K +5 +0.2%
PP
452
Patten & Patten
Tennessee
$776K +$746K +2,047 New
MCA
453
Martin Capital Advisors
Texas
$773K -$80.2K -220 -10%
CL
454
Choreo LLC
Illinois
$765K
LFA
455
LGT Financial Advisors
Texas
$765K +$1.82K +5 +0.2%
BF
456
BOK Financial
Oklahoma
$758K
HA
457
Harbor Advisors
Florida
$758K
CWM
458
Collaborative Wealth Management
Florida
$748K -$8.75K -24 -1%
HIA
459
Harbor Investment Advisory
Maryland
$747K +$365 +1 +0.1%
APP
460
Avantax Planning Partners
Iowa
$741K +$1.09K +3 +0.2%
FWI
461
Facet Wealth Inc
Maryland
$735K
TWM
462
Topsail Wealth Management
North Carolina
$732K
OA
463
Oxbow Advisors
Texas
$731K
DT
464
Diversified Trust
Tennessee
$723K +$211K +579 +44%
SWM
465
Sentinel Wealth Management
Virginia
$722K
MCA
466
MSH Capital Advisors
Arizona
$722K +$6.56K +18 +1%
WMA
467
William Mack & Associates
Michigan
$721K +$1.09K +3 +0.2%
ACA
468
Affinity Capital Advisors
California
$718K -$137K -375 -17%
PWM
469
Perigon Wealth Management
California
$717K +$365 +1 +0.1%
BIG
470
Brooklyn Investment Group
New York
$716K +$40.5K +111 +6%
UFF
471
USA Financial Formulas
Michigan
$711K -$135K -369 -16%
SW
472
SlateStone Wealth
Florida
$708K
DWM
473
Dakota Wealth Management
Florida
$708K -$1.62M -4,452 -70%
AA
474
Ashford Advisors
New York
$700K -$1.57M -4,294 -70%
ACM
475
Armbruster Capital Management
New York
$686K +$3.28K +9 +0.5%