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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
TR
626
Tepp RIA
New Jersey
$317K
VC
627
Veracity Capital
Georgia
$317K
PWP
628
Principle Wealth Partners
Connecticut
$316K
MPM
629
Meritage Portfolio Management
Kansas
$314K
WJA
630
Willis Johnson & Associates
Texas
$311K
FF
631
Francis Financial
$311K
CIC
632
Carnegie Investment Counsel
Ohio
$310K
ABWM
633
Alpine Bank Wealth Management
Colorado
$309K
AWA
634
Arkadios Wealth Advisors
Georgia
$306K
GGS
635
Galvin Gaustad & Stein
Arizona
$305K
FTWA
636
Fifth Third Wealth Advisors
Ohio
$305K
BWM
637
Briggs Wealth Management
Connecticut
$305K
AssetMark Inc
638
AssetMark Inc
California
$304K
FFG
639
Frisch Financial Group
New York
$303K
SWM
640
Silverlake Wealth Management
Vermont
$303K
PFG
641
Prosperity Financial Group
California
$303K
BIAS
642
Beacon Investment Advisory Services
New Jersey
$301K
LFA
643
Legacy Financial Advisors
Kentucky
$300K
AIM
644
Anchor Investment Management
South Carolina
$298K
KPWG
645
KFA Private Wealth Group
Virginia
$297K
HW
646
Hancock Whitney
Mississippi
$296K
T. Rowe Price Associates
647
T. Rowe Price Associates
Maryland
$296K
RWB
648
RMR Wealth Builders
New Jersey
$292K
BWP
649
Burling Wealth Partners
Illinois
$290K
SPFA
650
Summit Place Financial Advisors
New Jersey
$288K