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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
VWA
501
VERITY Wealth Advisors
United States
$639K
ACA
502
Anchor Capital Advisors
Massachusetts
$634K
ACA
503
Affinity Capital Advisors
California
$634K
PFA
504
Pathway Financial Advisors
Vermont
$630K
1WM
505
1900 Wealth Management
Texas
$628K
IWMA
506
Ironwood Wealth Management (Arizona)
Arizona
$627K
BTW
507
Boston Trust Walden
Massachusetts
$615K
PAG
508
Poinciana Advisors Group
Florida
$614K
AA
509
Ashford Advisors
New York
$612K
PG
510
Patten Group
Tennessee
$612K
WE
511
Wealth Effects
Massachusetts
$607K
GRP
512
Global Retirement Partners
California
$604K
HPC
513
HM Payson & Co
Maine
$600K
CPC
514
Cookson Peirce & Co
Pennsylvania
$593K
RW
515
RVW Wealth
California
$589K
MFA
516
Mayflower Financial Advisors
Massachusetts
$588K
SC
517
Scotia Capital
Ontario, Canada
$586K
VF
518
Vawter Financial
Ohio
$586K
BEI
519
Benjamin Edwards Inc
Missouri
$583K
MSS
520
Mitchell Sinkler & Starr
Pennsylvania
$580K
RWA
521
Reicon Wealth Advisors
Georgia
$578K
SP
522
Stonebrook Private
Michigan
$576K
MWA
523
Midland Wealth Advisors
Illinois
$575K
KWM
524
Kingsview Wealth Management
Oregon
$570K
PFS
525
Prospera Financial Services
Texas
$567K