We are live on ! Find out more
IWV icon

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
RSWM
576
Robertson Stephens Wealth Management
California
$445K
HCA
577
Heck Capital Advisors
Wisconsin
$444K
VCP
578
Verus Capital Partners
Arizona
$441K
VCM
579
Versant Capital Management
Arizona
$440K
WFA
580
WJ Financial Advisors
Connecticut
$435K
FAT
581
First American Trust
California
$431K
RWP
582
Revolve Wealth Partners
New Jersey
$431K
MG
583
Mather Group
Illinois
$427K
HSA
584
HBK Sorce Advisory
Pennsylvania
$426K
JJBC
585
James J. Burns & Company
New York
$426K
HAG
586
HighPoint Advisor Group
Illinois
$426K
MPW
587
Magnolia Private Wealth
Pennsylvania
$424K
LFA
588
Lauterbach Financial Advisors
Texas
$424K
FF
589
Fluent Financial
Texas
$422K
AUB
590
Atlantic Union Bankshares
Virginia
$419K
PRA
591
Pine Ridge Advisers
New York
$419K
CPRC
592
Consolidated Portfolio Review Corp
New York
$419K
AIA
593
Alternative Investment Advisors
Florida
$414K
SWM
594
Spire Wealth Management
Virginia
$414K
OWA
595
Outlook Wealth Advisors
Texas
$413K
LW
596
Linscomb Wealth
Texas
$411K
MA
597
MONECO Advisors
Connecticut
$410K
IA
598
IFP Advisors
Florida
$409K
JSAM
599
J. Safra Asset Management
New York
$407K
DIA
600
Davidson Investment Advisors
Montana
$406K