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iShares Russell 3000 ETF

824 hedge funds and large institutions have $9.64B invested in iShares Russell 3000 ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 204 increasing their positions, 281 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more call options, than puts

Call options by funds: $8.34M | Put options by funds: $1.78M

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

8% more capital invested

Capital invested by funds: $8.96B → $9.64B (+$673M)

0% more funds holding

Funds holding: 823824 (+1)

2.97% less ownership

Funds ownership: 59.24%56.27% (-3%)

6% less funds holding in top 10

Funds holding in top 10: 4845 (-3)

27% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 281

Holders
824
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
10.82%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
0.59%
New
46
Increased
204
Reduced
281
Closed
29
Calls
$8.34M
Puts
$1.78M
Net Calls
+$6.56M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
476
RKL Wealth Management
Pennsylvania
$686K +$1.82K +5 +0.3%
GVCM
477
Global View Capital Management
Wisconsin
$678K +$238K +654 +58%
JIC
478
Joel Isaacson & Co
New York
$669K -$46.7K -128 -7%
EIP
479
Ellis Investment Partners
Pennsylvania
$661K -$13.9K -38 -2%
MAM
480
McLean Asset Management
Virginia
$658K +$25.5K +70 +4%
ATPW
481
Ashton Thomas Private Wealth
Arizona
$650K +$11.7K +32 +2%
FG
482
Foster Group
Iowa
$649K
FFM
483
Forum Financial Management
Illinois
$648K +$25.9K +71 +4%
FA
484
Fiduciary Alliance
South Carolina
$644K
MIM
485
MTM Investment Management
South Carolina
$642K
SC
486
Scotia Capital
Ontario, Canada
$637K -$108K -296 -15%
BHBT
487
Burke & Herbert Bank & Trust
Virginia
$632K
MAV
488
Mason & Associates (Virginia)
Virginia
$628K
VWA
489
VERITY Wealth Advisors
United States
$626K
IWMA
490
Ironwood Wealth Management (Arizona)
Arizona
$614K -$111K -305 -16%
1WM
491
1900 Wealth Management
Texas
$613K +$1.46K +4 +0.2%
1CP
492
17 Capital Partners
Arizona
$610K +$48.1K +132 +9%
PFA
493
Pathway Financial Advisors
Vermont
$606K
BTW
494
Boston Trust Walden
Massachusetts
$603K
PAG
495
Poinciana Advisors Group
Florida
$601K -$5.11K -14 -0.9%
RCAG
496
Rehmann Capital Advisory Group
Michigan
$599K -$3.65K -10 -0.6%
WE
497
Wealth Effects
Massachusetts
$595K
QCM
498
QRG Capital Management
Illinois
$594K -$252K -690 -31%
Kovitz Investment Group Partners
499
Kovitz Investment Group Partners
Illinois
$590K +$78.4K +215 +16%
BCPWM
500
Bradley & Co Private Wealth Management
Florida
$590K