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iShares Russell 3000 ETF

824 hedge funds and large institutions have $9.64B invested in iShares Russell 3000 ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 204 increasing their positions, 281 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more call options, than puts

Call options by funds: $8.34M | Put options by funds: $1.78M

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

8% more capital invested

Capital invested by funds: $8.96B → $9.64B (+$673M)

0% more funds holding

Funds holding: 823824 (+1)

2.97% less ownership

Funds ownership: 59.24%56.27% (-3%)

6% less funds holding in top 10

Funds holding in top 10: 4845 (-3)

27% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 281

Holders
824
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
10.82%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
0.59%
New
46
Increased
204
Reduced
281
Closed
29
Calls
$8.34M
Puts
$1.78M
Net Calls
+$6.56M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
526
Empirical Wealth Management
Washington
$512K
AAM
527
Ackerman Asset Management
Maryland
$512K
MWM
528
Meridian Wealth Management
Kentucky
$501K
GFWA
529
Grey Fox Wealth Advisors
Delaware
$499K
PJSIMP
530
P.J. Schmidt Investment Management (PJS)
Wisconsin
$499K +$60.9K +167 +15%
FGAM
531
Financial Gravity Asset Management
Texas
$498K +$479K +1,315 New
DA
532
Detalus Advisors
Missouri
$498K
GWM
533
Greenhouse Wealth Management
Connecticut
$497K
CWA
534
CM Wealth Advisors
Ohio
$482K
CAMG
535
CWA Asset Management Group
Florida
$471K
SWM
536
Shakespeare Wealth Management
Wisconsin
$467K +$365 +1 +0.1%
SFS
537
Summit Financial Strategies
Ohio
$467K
CA
538
Crewe Advisors
Utah
$461K -$5.47K -15 -1%
AF
539
Apexium Financial
Texas
$460K
SCM
540
SOL Capital Management
Maryland
$459K
AI
541
Auour Investments
Massachusetts
$458K
LW
542
Linscomb Wealth
Texas
$450K -$52.5K -144 -11%
PL
543
Plancorp LLC
Missouri
$450K
DWP
544
Daymark Wealth Partners
Ohio
$448K
LWM
545
Lyell Wealth Management
California
$436K
WJWM
546
Williams Jones Wealth Management
New York
$436K +$182K +500 +77%
RSWM
547
Robertson Stephens Wealth Management
California
$435K -$365 -1 -0.1%
HCA
548
Heck Capital Advisors
Wisconsin
$435K
FF
549
Fluent Financial
Texas
$434K +$6.93K +19 +2%
WCWM
550
Willow Creek Wealth Management
California
$434K -$3.65K -10 -0.9%