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iShares Russell 3000 ETF

815 hedge funds and large institutions have $8.96B invested in iShares Russell 3000 ETF in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 215 increasing their positions, 259 reducing their positions, and 39 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 ownership

Funds ownership:

2% more funds holding

Funds holding: 798815 (+17)

4% less funds holding in top 10

Funds holding in top 10: 5048 (-2)

17% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 259

Holders
815
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.27M
Puts
$2.32M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HTC
526
Haverford Trust Company
Pennsylvania
$491K
CNB
527
Camden National Bank
Maine
$488K
BCP
528
Blue Chip Partners
Michigan
$483K
CWM
529
Core Wealth Management
Florida
$483K
BWA
530
Burt Wealth Advisors
Maryland
$479K
EWM
531
Empirical Wealth Management
Washington
$475K
AAM
532
Ackerman Asset Management
Maryland
$474K
Kovitz Investment Group Partners
533
Kovitz Investment Group Partners
Illinois
$471K
LW
534
Linscomb Wealth
Texas
$467K
DT
535
Diversified Trust
Tennessee
$466K
MWM
536
Meridian Wealth Management
Kentucky
$464K
GFWA
537
Grey Fox Wealth Advisors
Delaware
$463K
DA
538
Detalus Advisors
Missouri
$461K
DIA
539
Dana Investment Advisors
Wisconsin
$459K
GWM
540
Greenhouse Wealth Management
Connecticut
$458K
CWA
541
CM Wealth Advisors
Ohio
$446K
SW
542
SVB Wealth
Massachusetts
$446K
CAMG
543
CWA Asset Management Group
Florida
$436K
NCM
544
Noesis Capital Mangement
Florida
$436K
FFA
545
Farther Finance Advisors
California
$434K
SWM
546
Shakespeare Wealth Management
Wisconsin
$433K
SFS
547
Summit Financial Strategies
Ohio
$432K
CA
548
Crewe Advisors
Utah
$432K
MFIM
549
Mesirow Financial Investment Management
Illinois
$432K
LSA
550
Lion Street Advisors
Texas
$430K