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iShares Russell 3000 ETF

872 hedge funds and large institutions have $11B invested in iShares Russell 3000 ETF in 2025 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 221 increasing their positions, 266 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:

3.5% more ownership

Funds ownership: 56.25%59.75% (+3.5%)

2% less funds holding in top 10

Funds holding in top 10: 4544 (-1)

17% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 266

Holders
872
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
SFS
551
Summit Financial Strategies
Ohio
$477K
IA
552
Integrity Alliance
Iowa
$474K
CA
553
Crewe Advisors
Utah
$471K
SCM
554
SOL Capital Management
Maryland
$468K
AI
555
Auour Investments
Massachusetts
$467K
FBB
556
Fulton Breakefield Broenniman
Maryland
$467K
FWCM
557
Ferguson Wellman Capital Management
Oregon
$465K
MWM
558
Madrid Wealth Management
New Mexico
$464K
Betterment LLC
559
Betterment LLC
New York
$464K
PL
560
Plancorp LLC
Missouri
$459K
DWP
561
Daymark Wealth Partners
Ohio
$458K
SWM
562
Shakespeare Wealth Management
Wisconsin
$458K
VCP
563
Verus Capital Partners
Arizona
$456K
HI
564
Harbour Investments
Wisconsin
$452K
LWM
565
Lyell Wealth Management
California
$445K
WJWM
566
Williams Jones Wealth Management
New York
$445K
RSWM
567
Robertson Stephens Wealth Management
California
$445K
HCA
568
Heck Capital Advisors
Wisconsin
$444K
VCM
569
Versant Capital Management
Arizona
$440K
WFA
570
WJ Financial Advisors
Connecticut
$435K
FAT
571
First American Trust
California
$431K
RWP
572
Revolve Wealth Partners
New Jersey
$431K
MG
573
Mather Group
Illinois
$427K
HSA
574
HBK Sorce Advisory
Pennsylvania
$426K
JJBC
575
James J. Burns & Company
New York
$426K