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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
MAV
526
Mason & Associates (Virginia)
Virginia
$566K
CAMG
527
CWA Asset Management Group
Florida
$561K
1CP
528
17 Capital Partners
Arizona
$558K
FCP
529
Fidelis Capital Partners
Florida
$553K
VA
530
Valmark Advisers
Ohio
$548K
AWAG
531
ARS Wealth Advisors Group
Florida
$547K
HTC
532
Haverford Trust Company
Pennsylvania
$542K
CNB
533
Camden National Bank
Maine
$538K
OC
534
Oppenheimer & Co
New York
$537K
BCP
535
Blue Chip Partners
Michigan
$536K
MWM
536
Maridea Wealth Management
New York
$533K
OCM
537
One Capital Management
California
$533K
CWM
538
Core Wealth Management
Florida
$528K
WMA
539
William Mack & Associates
Michigan
$523K
EWM
540
Empirical Wealth Management
Washington
$523K
AAM
541
Ackerman Asset Management
Maryland
$522K
DAS
542
Daybright Advisory Services
Florida
$519K
MWM
543
Meridian Wealth Management
Kentucky
$511K
MFIM
544
Mesirow Financial Investment Management
Illinois
$510K
GFWA
545
Grey Fox Wealth Advisors
Delaware
$510K
PJSIMP
546
P.J. Schmidt Investment Management (PJS)
Wisconsin
$509K
DA
547
Detalus Advisors
Missouri
$508K
GWM
548
Greenhouse Wealth Management
Connecticut
$487K
Thrivent Financial for Lutherans
549
Thrivent Financial for Lutherans
Minnesota
$487K
CWA
550
CM Wealth Advisors
Ohio
$484K