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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
HPC
501
HM Payson & Co
Maine
$587K
MWM
502
Maridea Wealth Management
New York
$587K -$143K -393 -20%
VA
503
Valmark Advisers
Ohio
$583K -$326K -893 -37%
MSAM
504
Moloney Securities Asset Management
Missouri
$581K +$365 +1 +0.1%
RW
505
RVW Wealth
California
$577K
MFA
506
Mayflower Financial Advisors
Massachusetts
$576K
MKW
507
Mullaney, Keating & Wright
Connecticut
$575K +$365 +1 +0.1%
VF
508
Vawter Financial
Ohio
$574K +$552K +1,515 New
FBB
509
Fulton Breakefield Broenniman
Maryland
$571K
MSS
510
Mitchell Sinkler & Starr
Pennsylvania
$568K
MWA
511
Midland Wealth Advisors
Illinois
$563K
PFS
512
Prospera Financial Services
Texas
$559K +$1.09K +3 +0.2%
KWM
513
Kingsview Wealth Management
Oregon
$550K -$365 -1 -0.1%
BEI
514
Benjamin Edwards Inc
Missouri
$543K
MHC
515
May Hill Capital
Massachusetts
$542K +$365 +1 +0.1%
OC
516
Oppenheimer & Co
New York
$540K -$45.6K -125 -8%
FWCM
517
Ferguson Wellman Capital Management
Oregon
$538K -$51K -140 -9%
AWAG
518
ARS Wealth Advisors Group
Florida
$536K +$146K +400 +39%
MFIM
519
Mesirow Financial Investment Management
Illinois
$535K +$65.6K +180 +15%
GRP
520
Global Retirement Partners
California
$535K +$729 +2 +0.1%
HTC
521
Haverford Trust Company
Pennsylvania
$531K
CNB
522
Camden National Bank
Maine
$527K
BCP
523
Blue Chip Partners
Michigan
$523K +$1.46K +4 +0.3%
CWM
524
Core Wealth Management
Florida
$522K
BWA
525
Burt Wealth Advisors
Maryland
$517K