We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF

896 hedge funds and large institutions have $11.1B invested in iShares Russell 3000 ETF in 2025 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 223 increasing their positions, 269 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:

4.08% more ownership

Funds ownership: 56.27%60.35% (+4.1%)

2% less funds holding in top 10

Funds holding in top 10: 4544 (-1)

17% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 269

Holders
896
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
AWA
451
AGH Wealth Advisors
Kansas
$865K
NPAN
452
Northeast Planning Associates NH
New Hampshire
$855K
DWP
453
Destiny Wealth Partners
Florida
$850K
SYBT
454
Stock Yards Bank & Trust
Kentucky
$840K
KA
455
KLCM Advisors
Wisconsin
$838K
MCA
456
MSH Capital Advisors
Arizona
$826K
BWM
457
Brown Wealth Management
Illinois
$824K
HCM
458
Hollencrest Capital Management
California
$819K
AAP
459
Arax Advisory Partners
Colorado
$816K
NED
460
Nancy E. Dempze
$813K
ECM
461
Evergreen Capital Management
Washington
$811K
MAC
462
Mason & Associates (California)
California
$810K
JWBC
463
J.W. Burns & Co
New York
$807K
SWA
464
Sightline Wealth Advisors
Connecticut
$798K
MCA
465
Martin Capital Advisors
Texas
$789K
Empower Advisory Group
466
Empower Advisory Group
Colorado
$785K
AG
467
Ascent Group
Virginia
$782K
AAS
468
Annex Advisory Services
Wisconsin
$780K
FH
469
FWG Holdings
Florida
$779K
BF
470
BOK Financial
Oklahoma
$774K
HA
471
Harbor Advisors
Florida
$774K
GVCM
472
Global View Capital Management
Wisconsin
$768K
CWM
473
Collaborative Wealth Management
Florida
$764K
HIA
474
Harbor Investment Advisory
Maryland
$763K
APP
475
Avantax Planning Partners
Iowa
$758K