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iShares Russell 3000 ETF

794 hedge funds and large institutions have $7.97B invested in iShares Russell 3000 ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 210 increasing their positions, 267 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
-51
Holders Change %
-6.04%
% of All Funds
10.79%
Holding in Top 10
50
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.79%
% of All Funds
0.68%
New
39
Increased
210
Reduced
267
Closed
67
Calls
$5.11M
Puts
$2.41M
Net Calls
+$2.7M
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Shares
Change %
GVCM
526
Global View Capital Management
Wisconsin
$424K -$17.2K -54 -4%
MWM
527
Meridian Wealth Management
Kentucky
$420K
GFWA
528
Grey Fox Wealth Advisors
Delaware
$419K +$152K +480 +57%
DA
529
Detalus Advisors
Missouri
$417K +$417K +1,314 New
FTWA
530
Fifth Third Wealth Advisors
Ohio
$412K -$464K -1,461 -53%
NCM
531
Noesis Capital Mangement
Florida
$409K +$409K +1,286 New
SWM
532
Shakespeare Wealth Management
Wisconsin
$401K
FFA
533
Farther Finance Advisors
California
$394K -$1.2M -3,757 -75%
FAT
534
First American Trust
California
$393K
CA
535
Crewe Advisors
Utah
$391K
SFS
536
Summit Financial Strategies
Ohio
$391K
LSA
537
Lion Street Advisors
Texas
$389K
AF
538
Apexium Financial
Texas
$385K
SCM
539
SOL Capital Management
Maryland
$384K
AI
540
Auour Investments
Massachusetts
$380K
CC
541
Cornerstone Capital
California
$379K -$82K -258 -18%
DWP
542
Daymark Wealth Partners
Ohio
$377K
VCP
543
Verus Capital Partners
Arizona
$374K -$9.53K -30 -2%
RSWM
544
Robertson Stephens Wealth Management
California
$371K
Betterment LLC
545
Betterment LLC
New York
$369K -$541K -1,703 -59%
GWA
546
GGM Wealth Advisors
Maryland
$368K +$12.5K +40 +4%
WCWM
547
Willow Creek Wealth Management
California
$367K +$14.3K +45 +4%
PJSIMP
548
P.J. Schmidt Investment Management (PJS)
Wisconsin
$365K
LWM
549
Lyell Wealth Management
California
$365K
HCA
550
Heck Capital Advisors
Wisconsin
$364K +$46.7K +147 +15%