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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
Betterment LLC
551
Betterment LLC
New York
$432K +$48.9K +134 +13%
VCP
552
Verus Capital Partners
Arizona
$432K
HSA
553
HBK Sorce Advisory
Pennsylvania
$430K
FAT
554
First American Trust
California
$429K -$25.9K -71 -6%
WFA
555
WJ Financial Advisors
Connecticut
$429K +$412K +1,131 New
NP
556
NorthRock Partners
Minnesota
$424K
RWP
557
Revolve Wealth Partners
New Jersey
$420K +$729 +2 +0.2%
MG
558
Mather Group
Illinois
$418K +$365 +1 +0.1%
JJBC
559
James J. Burns & Company
New York
$417K
MPW
560
Magnolia Private Wealth
Pennsylvania
$415K
LFA
561
Lauterbach Financial Advisors
Texas
$415K +$365 +1 +0.1%
AUB
562
Atlantic Union Bankshares
Virginia
$411K +$168K +460 +74%
PRA
563
Pine Ridge Advisers
New York
$410K
AWM
564
Accurate Wealth Management
Florida
$410K -$8.02K -22 -2%
SWM
565
Spire Wealth Management
Virginia
$405K
OWA
566
Outlook Wealth Advisors
Texas
$405K
AIA
567
Alternative Investment Advisors
Florida
$404K -$729 -2 -0.2%
MA
568
MONECO Advisors
Connecticut
$401K +$365 +1 +0.1%
IA
569
IFP Advisors
Florida
$400K -$4.74K -13 -1%
WLPWM
570
Walled Lake Planning & Wealth Management
Illinois
$395K +$729 +2 +0.2%
CCM
571
Chilton Capital Management
Texas
$394K
RWM
572
Rockwood Wealth Management
Pennsylvania
$393K
AWM
573
AE Wealth Management
Kansas
$390K +$2.55K +7 +0.7%
VT
574
Vise Technologies
New York
$387K -$1.12M -3,059 -75%
BFO
575
Biltmore Family Office
North Carolina
$381K