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iShares Russell 3000 ETF

819 hedge funds and large institutions have $9.64B invested in iShares Russell 3000 ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 202 increasing their positions, 280 reducing their positions, and 29 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:

2.96% less ownership

Funds ownership: 59.21%56.25% (-3%)

6% less funds holding in top 10

Funds holding in top 10: 4845 (-3)

28% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 280

Holders
819
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.34M
Puts
$1.78M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
451
Patten & Patten
Tennessee
$776K
MCA
452
Martin Capital Advisors
Texas
$773K
CL
453
Choreo LLC
Illinois
$765K
LFA
454
LGT Financial Advisors
Texas
$765K
BF
455
BOK Financial
Oklahoma
$758K
HA
456
Harbor Advisors
Florida
$758K
CWM
457
Collaborative Wealth Management
Florida
$748K
HIA
458
Harbor Investment Advisory
Maryland
$747K
APP
459
Avantax Planning Partners
Iowa
$741K
FWI
460
Facet Wealth Inc
Maryland
$735K
TWM
461
Topsail Wealth Management
North Carolina
$732K
OA
462
Oxbow Advisors
Texas
$731K
DT
463
Diversified Trust
Tennessee
$723K
SWM
464
Sentinel Wealth Management
Virginia
$722K
MCA
465
MSH Capital Advisors
Arizona
$722K
WMA
466
William Mack & Associates
Michigan
$721K
ACA
467
Affinity Capital Advisors
California
$718K
PWM
468
Perigon Wealth Management
California
$717K
BIG
469
Brooklyn Investment Group
New York
$716K
UFF
470
USA Financial Formulas
Michigan
$711K
SW
471
SlateStone Wealth
Florida
$708K
DWM
472
Dakota Wealth Management
Florida
$708K
AA
473
Ashford Advisors
New York
$700K
ACM
474
Armbruster Capital Management
New York
$686K
RWM
475
RKL Wealth Management
Pennsylvania
$686K