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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
FWI
476
Facet Wealth Inc
Maryland
$749K
TWM
477
Topsail Wealth Management
North Carolina
$747K
AF
478
Allworth Financial
California
$745K
DT
479
Diversified Trust
Tennessee
$737K
SWM
480
Sentinel Wealth Management
Virginia
$737K
CL
481
Choreo LLC
Illinois
$726K
SW
482
SlateStone Wealth
Florida
$723K
WA
483
Waystone Advisors
Washington
$722K
PWM
484
Perigon Wealth Management
California
$721K
FFM
485
Forum Financial Management
Illinois
$718K
WS
486
Wedbush Securities
California
$712K
OA
487
Oxbow Advisors
Texas
$710K
ACM
488
Armbruster Capital Management
New York
$704K
RWM
489
RKL Wealth Management
Pennsylvania
$702K
CC
490
Climber Capital
Switzerland
$695K
CIM
491
CIM Investment Management
Pennsylvania
$690K
MAM
492
McLean Asset Management
Virginia
$689K
JIC
493
Joel Isaacson & Co
New York
$684K
UFF
494
USA Financial Formulas
Michigan
$680K
BHBT
495
Burke & Herbert Bank & Trust
Virginia
$679K
SWM
496
Stronghold Wealth Management
Florida
$679K
EIP
497
Ellis Investment Partners
Pennsylvania
$676K
ATPW
498
Ashton Thomas Private Wealth
Arizona
$663K
AF
499
ASL Financial
California
$663K
1IA
500
1834 Investment Advisors
Wisconsin
$663K