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iShares Russell 3000 ETF

819 hedge funds and large institutions have $9.64B invested in iShares Russell 3000 ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 202 increasing their positions, 280 reducing their positions, and 29 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:

2.96% less ownership

Funds ownership: 59.21%56.25% (-3%)

6% less funds holding in top 10

Funds holding in top 10: 4845 (-3)

28% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 280

Holders
819
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
MWM
526
Meridian Wealth Management
Kentucky
$501K
GFWA
527
Grey Fox Wealth Advisors
Delaware
$499K
PJSIMP
528
P.J. Schmidt Investment Management (PJS)
Wisconsin
$499K
FGAM
529
Financial Gravity Asset Management
Texas
$498K
DA
530
Detalus Advisors
Missouri
$498K
GWM
531
Greenhouse Wealth Management
Connecticut
$497K
CWA
532
CM Wealth Advisors
Ohio
$482K
CAMG
533
CWA Asset Management Group
Florida
$471K
SWM
534
Shakespeare Wealth Management
Wisconsin
$467K
SFS
535
Summit Financial Strategies
Ohio
$467K
CA
536
Crewe Advisors
Utah
$461K
AF
537
Apexium Financial
Texas
$460K
SCM
538
SOL Capital Management
Maryland
$459K
AI
539
Auour Investments
Massachusetts
$458K
LW
540
Linscomb Wealth
Texas
$450K
PL
541
Plancorp LLC
Missouri
$450K
DWP
542
Daymark Wealth Partners
Ohio
$448K
VCP
543
Verus Capital Partners
Arizona
$446K
LWM
544
Lyell Wealth Management
California
$436K
WJWM
545
Williams Jones Wealth Management
New York
$436K
RSWM
546
Robertson Stephens Wealth Management
California
$435K
HCA
547
Heck Capital Advisors
Wisconsin
$435K
FF
548
Fluent Financial
Texas
$434K
WCWM
549
Willow Creek Wealth Management
California
$434K
Betterment LLC
550
Betterment LLC
New York
$432K