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iShares Russell 3000 ETF

881 hedge funds and large institutions have $11.1B invested in iShares Russell 3000 ETF in 2025 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 222 increasing their positions, 267 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:

4% more ownership

Funds ownership: 56.25%60.25% (+4%)

2% less funds holding in top 10

Funds holding in top 10: 4544 (-1)

17% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 267

Holders
881
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
KA
451
KLCM Advisors
Wisconsin
$838K
MCA
452
MSH Capital Advisors
Arizona
$826K
BWM
453
Brown Wealth Management
Illinois
$824K
HCM
454
Hollencrest Capital Management
California
$819K
AAP
455
Arax Advisory Partners
Colorado
$816K
NED
456
Nancy E. Dempze
$813K
ECM
457
Evergreen Capital Management
Washington
$811K
MAC
458
Mason & Associates (California)
California
$810K
JWBC
459
J.W. Burns & Co
New York
$807K
SWA
460
Sightline Wealth Advisors
Connecticut
$798K
MCA
461
Martin Capital Advisors
Texas
$789K
Empower Advisory Group
462
Empower Advisory Group
Colorado
$785K
AG
463
Ascent Group
Virginia
$782K
AAS
464
Annex Advisory Services
Wisconsin
$780K
FH
465
FWG Holdings
Florida
$779K
HA
466
Harbor Advisors
Florida
$774K
BF
467
BOK Financial
Oklahoma
$774K
GVCM
468
Global View Capital Management
Wisconsin
$768K
CWM
469
Collaborative Wealth Management
Florida
$764K
HIA
470
Harbor Investment Advisory
Maryland
$763K
APP
471
Avantax Planning Partners
Iowa
$758K
FWI
472
Facet Wealth Inc
Maryland
$749K
TWM
473
Topsail Wealth Management
North Carolina
$747K
AF
474
Allworth Financial
California
$745K
DT
475
Diversified Trust
Tennessee
$737K