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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
TP
501
TritonPoint Partners
Maryland
$644K
FA
502
Fiduciary Alliance
South Carolina
$642K
BCPWM
503
Bradley & Co Private Wealth Management
Florida
$639K
VWA
504
VERITY Wealth Advisors
United States
$639K
ACA
505
Anchor Capital Advisors
Massachusetts
$634K
ACA
506
Affinity Capital Advisors
California
$634K
PFA
507
Pathway Financial Advisors
Vermont
$630K
1WM
508
1900 Wealth Management
Texas
$628K
IWMA
509
Ironwood Wealth Management (Arizona)
Arizona
$627K
BTW
510
Boston Trust Walden
Massachusetts
$615K
PAG
511
Poinciana Advisors Group
Florida
$614K
AA
512
Ashford Advisors
New York
$612K
PG
513
Patten Group
Tennessee
$612K
WE
514
Wealth Effects
Massachusetts
$607K
GRP
515
Global Retirement Partners
California
$604K
HPC
516
HM Payson & Co
Maine
$600K
CPC
517
Cookson Peirce & Co
Pennsylvania
$593K
RW
518
RVW Wealth
California
$589K
MFA
519
Mayflower Financial Advisors
Massachusetts
$588K
SC
520
Scotia Capital
Ontario, Canada
$586K
VF
521
Vawter Financial
Ohio
$586K
BEI
522
Benjamin Edwards Inc
Missouri
$583K
MSS
523
Mitchell Sinkler & Starr
Pennsylvania
$580K
RWA
524
Reicon Wealth Advisors
Georgia
$578K
SP
525
Stonebrook Private
Michigan
$576K