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iShares Russell 3000 ETF

794 hedge funds and large institutions have $7.97B invested in iShares Russell 3000 ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 210 increasing their positions, 267 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
-51
Holders Change %
-6.04%
% of All Funds
10.79%
Holding in Top 10
50
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.79%
% of All Funds
0.68%
New
39
Increased
210
Reduced
267
Closed
67
Calls
$5.11M
Puts
$2.41M
Net Calls
+$2.7M
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Shares
Change %
FG
476
Foster Group
Iowa
$544K -$31.8K -100 -6%
1WM
477
1900 Wealth Management
Texas
$536K +$1.27K +4 +0.2%
HPC
478
HM Payson & Co
Maine
$535K
CFP
479
Catalyst Financial Partners
Massachusetts
$530K -$736K -2,317 -58%
BHBT
480
Burke & Herbert Bank & Trust
Virginia
$530K +$530K +1,668 New
ACM
481
Armbruster Capital Management
New York
$529K -$338K -1,065 -39%
VWA
482
VERITY Wealth Advisors
United States
$524K
QPWM
483
Quadrant Private Wealth Management
Pennsylvania
$520K +$1.27K +4 +0.2%
FFM
484
Forum Financial Management
Illinois
$519K -$1.27K -4 -0.2%
CCM
485
Chilton Capital Management
Texas
$511K -$200K -630 -28%
PAG
486
Poinciana Advisors Group
Florida
$509K
PFA
487
Pathway Financial Advisors
Vermont
$508K
BTW
488
Boston Trust Walden
Massachusetts
$505K +$505K +1,590 New
KWM
489
Kingsview Wealth Management
Oregon
$500K +$318 +1 +0.1%
RCAG
490
Rehmann Capital Advisory Group
Michigan
$500K -$24.8K -78 -5%
WE
491
Wealth Effects
Massachusetts
$498K
1SAMC
492
12th Street Asset Management Company
Tennessee
$497K -$1.67M -5,273 -77%
FWCM
493
Ferguson Wellman Capital Management
Oregon
$496K
QCM
494
QRG Capital Management
Illinois
$495K -$749K -2,358 -60%
BCPWM
495
Bradley & Co Private Wealth Management
Florida
$495K
CC
496
Climber Capital
Switzerland
$493K -$48.4K -180 -9%
MSAM
497
Moloney Securities Asset Management
Missouri
$487K -$10.2K -32 -2%
MFA
498
Mayflower Financial Advisors
Massachusetts
$483K -$4.45K -14 -0.9%
VF
499
Vawter Financial
Ohio
$481K
MSS
500
Mitchell Sinkler & Starr
Pennsylvania
$476K