IWV icon

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
LCGC
601
Legacy Capital Group California
California
$382K
BFG
602
Broussard Financial Group
Louisiana
$382K
NEWAS
603
N.E.W. Advisory Services
Wisconsin
$380K
JC
604
Jacobs & Co
California
$379K
DIP
605
DT Investment Partners
Pennsylvania
$377K
Members Trust
606
Members Trust
Florida
$377K
AFG
607
Altiora Financial Group
Ohio
$374K
CC
608
Cornerstone Capital
California
$371K
RFC
609
Regions Financial Corp
Alabama
$370K
EIA
610
Eldridge Investment Advisors
New Hampshire
$365K
PIA
611
Perennial Investment Advisors
California
$357K
KAS
612
KPP Advisory Services
Kentucky
$356K
TNB
613
Thomasville National Bank
Georgia
$356K
TPF
614
Tribridge Partners Financial
Maryland
$355K
NL
615
NWAM LLC
Washington
$352K
KNW
616
Kesler Norman & Wride
Utah
$348K
EA
617
Eclectic Associates
California
$341K
AF
618
Advisornet Financial
Minnesota
$341K
SCM
619
Schnieders Capital Management
California
$334K
MWP
620
Meridian Wealth Partners
Pennsylvania
$334K
KFAS
621
Keating Financial Advisory Services
Kansas
$331K
SL
622
Salomon & Ludwin
Virginia
$331K
RMCM
623
Reynders McVeigh Capital Management
Massachusetts
$329K
CICC
624
Capital Investment Counsel (Colorado)
Colorado
$325K
WWM
625
Western Wealth Management
Colorado
$318K