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iShares Russell 3000 ETF

881 hedge funds and large institutions have $11.1B invested in iShares Russell 3000 ETF in 2025 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 222 increasing their positions, 267 reducing their positions, and 35 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:

4% more ownership

Funds ownership: 56.25%60.25% (+4%)

2% less funds holding in top 10

Funds holding in top 10: 4544 (-1)

17% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 267

Holders
881
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.2M
Puts
$1.51M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
526
Midland Wealth Advisors
Illinois
$575K
KWM
527
Kingsview Wealth Management
Oregon
$570K
PFS
528
Prospera Financial Services
Texas
$567K
MAV
529
Mason & Associates (Virginia)
Virginia
$566K
CAMG
530
CWA Asset Management Group
Florida
$561K
1CP
531
17 Capital Partners
Arizona
$558K
FCP
532
Fidelis Capital Partners
Florida
$553K
VA
533
Valmark Advisers
Ohio
$548K
AWAG
534
ARS Wealth Advisors Group
Florida
$547K
HTC
535
Haverford Trust Company
Pennsylvania
$542K
CNB
536
Camden National Bank
Maine
$538K
OC
537
Oppenheimer & Co
New York
$537K
BCP
538
Blue Chip Partners
Michigan
$536K
MWM
539
Maridea Wealth Management
New York
$533K
OCM
540
One Capital Management
California
$533K
CWM
541
Core Wealth Management
Florida
$528K
WMA
542
William Mack & Associates
Michigan
$523K
EWM
543
Empirical Wealth Management
Washington
$523K
AAM
544
Ackerman Asset Management
Maryland
$522K
DAS
545
Daybright Advisory Services
Florida
$519K
MWM
546
Meridian Wealth Management
Kentucky
$511K
MFIM
547
Mesirow Financial Investment Management
Illinois
$510K
GFWA
548
Grey Fox Wealth Advisors
Delaware
$510K
PJSIMP
549
P.J. Schmidt Investment Management (PJS)
Wisconsin
$509K
DA
550
Detalus Advisors
Missouri
$508K