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iShares Russell 3000 ETF

896 hedge funds and large institutions have $11.1B invested in iShares Russell 3000 ETF in 2025 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 223 increasing their positions, 269 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:

4.08% more ownership

Funds ownership: 56.27%60.35% (+4.1%)

2% less funds holding in top 10

Funds holding in top 10: 4544 (-1)

17% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 269

Holders
896
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
AAM
551
Ackerman Asset Management
Maryland
$522K
DAS
552
Daybright Advisory Services
Florida
$519K
MWM
553
Meridian Wealth Management
Kentucky
$511K
MFIM
554
Mesirow Financial Investment Management
Illinois
$510K
GFWA
555
Grey Fox Wealth Advisors
Delaware
$510K
PJSIMP
556
P.J. Schmidt Investment Management (PJS)
Wisconsin
$509K
DA
557
Detalus Advisors
Missouri
$508K
GWM
558
Greenhouse Wealth Management
Connecticut
$487K
Thrivent Financial for Lutherans
559
Thrivent Financial for Lutherans
Minnesota
$487K
CWA
560
CM Wealth Advisors
Ohio
$484K
SFS
561
Summit Financial Strategies
Ohio
$477K
IA
562
Integrity Alliance
Iowa
$474K
CA
563
Crewe Advisors
Utah
$471K
SCM
564
SOL Capital Management
Maryland
$468K
AI
565
Auour Investments
Massachusetts
$467K
FBB
566
Fulton Breakefield Broenniman
Maryland
$467K
FWCM
567
Ferguson Wellman Capital Management
Oregon
$465K
MWM
568
Madrid Wealth Management
New Mexico
$464K
Betterment LLC
569
Betterment LLC
New York
$464K
PL
570
Plancorp LLC
Missouri
$459K
DWP
571
Daymark Wealth Partners
Ohio
$458K
SWM
572
Shakespeare Wealth Management
Wisconsin
$458K
HI
573
Harbour Investments
Wisconsin
$452K
LWM
574
Lyell Wealth Management
California
$445K
WJWM
575
Williams Jones Wealth Management
New York
$445K