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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
CCM
601
Chilton Capital Management
Texas
$402K
AWM
602
AE Wealth Management
Kansas
$402K
RWM
603
Rockwood Wealth Management
Pennsylvania
$401K
WCM
604
WLTH Capital Management
Arizona
$395K
WLPWM
605
Walled Lake Planning & Wealth Management
Illinois
$390K
BFO
606
Biltmore Family Office
North Carolina
$389K
AWM
607
Accurate Wealth Management
Florida
$388K
NP
608
NorthRock Partners
Minnesota
$387K
CAWM
609
Capital Advisors Wealth Management
Washington
$387K
MCM
610
Manchester Capital Management
Vermont
$387K
WMA
611
Wealth Management Associates
New Jersey
$387K
LCGC
612
Legacy Capital Group California
California
$382K
BFG
613
Broussard Financial Group
Louisiana
$382K
NEWAS
614
N.E.W. Advisory Services
Wisconsin
$380K
JC
615
Jacobs & Co
California
$379K
DIP
616
DT Investment Partners
Pennsylvania
$377K
Members Trust
617
Members Trust
Florida
$377K
AFG
618
Altiora Financial Group
Ohio
$374K
CC
619
Cornerstone Capital
California
$371K
RFC
620
Regions Financial Corp
Alabama
$370K
BHFP
621
Blom & Howell Financial Planning
California
$367K
EIA
622
Eldridge Investment Advisors
New Hampshire
$365K
PIA
623
Perennial Investment Advisors
California
$357K
KAS
624
KPP Advisory Services
Kentucky
$356K
TNB
625
Thomasville National Bank
Georgia
$356K