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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
MPW
576
Magnolia Private Wealth
Pennsylvania
$424K
LFA
577
Lauterbach Financial Advisors
Texas
$424K
FF
578
Fluent Financial
Texas
$422K
AUB
579
Atlantic Union Bankshares
Virginia
$419K
PRA
580
Pine Ridge Advisers
New York
$419K
CPRC
581
Consolidated Portfolio Review Corp
New York
$419K
AIA
582
Alternative Investment Advisors
Florida
$414K
SWM
583
Spire Wealth Management
Virginia
$414K
OWA
584
Outlook Wealth Advisors
Texas
$413K
LW
585
Linscomb Wealth
Texas
$411K
MA
586
MONECO Advisors
Connecticut
$410K
IA
587
IFP Advisors
Florida
$409K
JSAM
588
J. Safra Asset Management
New York
$407K
DIA
589
Davidson Investment Advisors
Montana
$406K
CCM
590
Chilton Capital Management
Texas
$402K
AWM
591
AE Wealth Management
Kansas
$402K
RWM
592
Rockwood Wealth Management
Pennsylvania
$401K
WCML
593
WLTH Capital Management, LLC
Arizona
$395K
WLPWM
594
Walled Lake Planning & Wealth Management
Illinois
$390K
BFO
595
Biltmore Family Office
North Carolina
$389K
AWM
596
Accurate Wealth Management
Florida
$388K
NP
597
NorthRock Partners
Minnesota
$387K
MCM
598
Manchester Capital Management
Vermont
$387K
CAWM
599
Capital Advisors Wealth Management
Washington
$387K
WMA
600
Wealth Management Associates
New Jersey
$387K