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iShares Russell 3000 ETF

812 hedge funds and large institutions have $9.63B invested in iShares Russell 3000 ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 200 increasing their positions, 276 reducing their positions, and 28 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: $ → $

less funds holding

Funds holding:

2.97% less ownership

Funds ownership: 59.2%56.23% (-3%)

6% less funds holding in top 10

Funds holding in top 10: 4845 (-3)

28% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 276

Holders
812
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.34M
Puts
$1.78M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PJSIMP
526
P.J. Schmidt Investment Management (PJS)
Wisconsin
$499K
FGAM
527
Financial Gravity Asset Management
Texas
$498K
DA
528
Detalus Advisors
Missouri
$498K
GWM
529
Greenhouse Wealth Management
Connecticut
$497K
CWA
530
CM Wealth Advisors
Ohio
$482K
CAMG
531
CWA Asset Management Group
Florida
$471K
SWM
532
Shakespeare Wealth Management
Wisconsin
$467K
SFS
533
Summit Financial Strategies
Ohio
$467K
CA
534
Crewe Advisors
Utah
$461K
AF
535
Apexium Financial
Texas
$460K
SCM
536
SOL Capital Management
Maryland
$459K
AI
537
Auour Investments
Massachusetts
$458K
LW
538
Linscomb Wealth
Texas
$450K
PL
539
Plancorp LLC
Missouri
$450K
DWP
540
Daymark Wealth Partners
Ohio
$448K
VCP
541
Verus Capital Partners
Arizona
$446K
LWM
542
Lyell Wealth Management
California
$436K
WJWM
543
Williams Jones Wealth Management
New York
$436K
RSWM
544
Robertson Stephens Wealth Management
California
$435K
HCA
545
Heck Capital Advisors
Wisconsin
$435K
FF
546
Fluent Financial
Texas
$434K
WCWM
547
Willow Creek Wealth Management
California
$434K
Betterment LLC
548
Betterment LLC
New York
$432K
HSA
549
HBK Sorce Advisory
Pennsylvania
$430K
FAT
550
First American Trust
California
$429K