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iShares Russell 3000 ETF

881 hedge funds and large institutions have $11.1B invested in iShares Russell 3000 ETF in 2025 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 222 increasing their positions, 267 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% more ownership

Funds ownership: 56.25%60.25% (+4%)

2% less funds holding in top 10

Funds holding in top 10: 4544 (-1)

17% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 267

Holders
881
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
SWM
476
Sentinel Wealth Management
Virginia
$737K
CL
477
Choreo LLC
Illinois
$726K
SW
478
SlateStone Wealth
Florida
$723K
WA
479
Waystone Advisors
Washington
$722K
PWM
480
Perigon Wealth Management
California
$721K
FFM
481
Forum Financial Management
Illinois
$718K
WS
482
Wedbush Securities
California
$712K
OA
483
Oxbow Advisors
Texas
$710K
ACM
484
Armbruster Capital Management
New York
$704K
RWM
485
RKL Wealth Management
Pennsylvania
$702K
CC
486
Climber Capital
Switzerland
$695K
CIM
487
CIM Investment Management
Pennsylvania
$690K
MAM
488
McLean Asset Management
Virginia
$689K
JIC
489
Joel Isaacson & Co
New York
$684K
UFF
490
USA Financial Formulas
Michigan
$680K
BHBT
491
Burke & Herbert Bank & Trust
Virginia
$679K
SWM
492
Stronghold Wealth Management
Florida
$679K
EIP
493
Ellis Investment Partners
Pennsylvania
$676K
ATPW
494
Ashton Thomas Private Wealth
Arizona
$663K
AF
495
ASL Financial
California
$663K
1IA
496
1834 Investment Advisors
Wisconsin
$663K
FG
497
Foster Group
Iowa
$662K
MIM
498
MTM Investment Management
South Carolina
$656K
TVPW
499
Third View Private Wealth
Connecticut
$654K
RCAG
500
Rehmann Capital Advisory Group
Michigan
$645K