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iShares Russell 3000 ETF

872 hedge funds and large institutions have $11B invested in iShares Russell 3000 ETF in 2025 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 221 increasing their positions, 266 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:

3.5% more ownership

Funds ownership: 56.25%59.75% (+3.5%)

2% less funds holding in top 10

Funds holding in top 10: 4544 (-1)

17% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 266

Holders
872
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
SW
476
SlateStone Wealth
Florida
$723K
WA
477
Waystone Advisors
Washington
$722K
PWM
478
Perigon Wealth Management
California
$721K
FFM
479
Forum Financial Management
Illinois
$718K
WS
480
Wedbush Securities
California
$712K
OA
481
Oxbow Advisors
Texas
$710K
ACM
482
Armbruster Capital Management
New York
$704K
RWM
483
RKL Wealth Management
Pennsylvania
$702K
CC
484
Climber Capital
Switzerland
$695K
CIM
485
CIM Investment Management
Pennsylvania
$690K
MAM
486
McLean Asset Management
Virginia
$689K
JIC
487
Joel Isaacson & Co
New York
$684K
UFF
488
USA Financial Formulas
Michigan
$680K
BHBT
489
Burke & Herbert Bank & Trust
Virginia
$679K
SWM
490
Stronghold Wealth Management
Florida
$679K
EIP
491
Ellis Investment Partners
Pennsylvania
$676K
ATPW
492
Ashton Thomas Private Wealth
Arizona
$663K
AF
493
ASL Financial
California
$663K
1IA
494
1834 Investment Advisors
Wisconsin
$663K
FG
495
Foster Group
Iowa
$662K
MIM
496
MTM Investment Management
South Carolina
$656K
TVPW
497
Third View Private Wealth
Connecticut
$654K
TP
498
TritonPoint Partners
Maryland
$644K
FA
499
Fiduciary Alliance
South Carolina
$642K
BCPWM
500
Bradley & Co Private Wealth Management
Florida
$639K