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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
AF
551
Apexium Financial
Texas
$426K
SCM
552
SOL Capital Management
Maryland
$425K
AI
553
Auour Investments
Massachusetts
$424K
FAT
554
First American Trust
California
$423K
PL
555
Plancorp LLC
Missouri
$417K
DWP
556
Daymark Wealth Partners
Ohio
$415K
VCP
557
Verus Capital Partners
Arizona
$413K
WCWM
558
Willow Creek Wealth Management
California
$405K
PJSIMP
559
P.J. Schmidt Investment Management (PJS)
Wisconsin
$404K
LWM
560
Lyell Wealth Management
California
$404K
RSWM
561
Robertson Stephens Wealth Management
California
$403K
HCA
562
Heck Capital Advisors
Wisconsin
$403K
HSA
563
HBK Sorce Advisory
Pennsylvania
$399K
GVCM
564
Global View Capital Management
Wisconsin
$398K
FF
565
Fluent Financial
Texas
$396K
AWM
566
Accurate Wealth Management
Florida
$395K
NP
567
NorthRock Partners
Minnesota
$393K
RWP
568
Revolve Wealth Partners
New Jersey
$389K
AA
569
Ashford Advisors
New York
$388K
MG
570
Mather Group
Illinois
$387K
JJBC
571
James J. Burns & Company
New York
$386K
MPW
572
Magnolia Private Wealth
Pennsylvania
$385K
LFA
573
Lauterbach Financial Advisors
Texas
$385K
PWP
574
Principle Wealth Partners
Connecticut
$382K
PRA
575
Pine Ridge Advisers
New York
$380K