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iShares Russell 3000 ETF

881 hedge funds and large institutions have $11.1B invested in iShares Russell 3000 ETF in 2025 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 222 increasing their positions, 267 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% more ownership

Funds ownership: 56.25%60.25% (+4%)

2% less funds holding in top 10

Funds holding in top 10: 4544 (-1)

17% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 267

Holders
881
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
RMCM
626
Reynders McVeigh Capital Management
Massachusetts
$329K
CICC
627
Capital Investment Counsel (Colorado)
Colorado
$325K
WWM
628
Western Wealth Management
Colorado
$318K
TR
629
Tepp RIA
New Jersey
$317K
VC
630
Veracity Capital
Georgia
$317K
PWP
631
Principle Wealth Partners
Connecticut
$316K
MPM
632
Meritage Portfolio Management
Kansas
$314K
JDLA
633
J. Derek Lewis & Associates
California
$311K
WJA
634
Willis Johnson & Associates
Texas
$311K
FF
635
Francis Financial
$311K
CIC
636
Carnegie Investment Counsel
Ohio
$310K
ABWM
637
Alpine Bank Wealth Management
Colorado
$309K
AWA
638
Arkadios Wealth Advisors
Georgia
$306K
GGS
639
Galvin Gaustad & Stein
Arizona
$305K
FTWA
640
Fifth Third Wealth Advisors
Ohio
$305K
BWM
641
Briggs Wealth Management
Connecticut
$305K
AssetMark Inc
642
AssetMark Inc
California
$304K
FFG
643
Frisch Financial Group
New York
$303K
SWM
644
Silverlake Wealth Management
Vermont
$303K
PFG
645
Prosperity Financial Group
California
$303K
BIAS
646
Beacon Investment Advisory Services
New Jersey
$301K
LFA
647
Legacy Financial Advisors
Kentucky
$300K
AIM
648
Anchor Investment Management
South Carolina
$298K
KPWG
649
KFA Private Wealth Group
Virginia
$297K
HW
650
Hancock Whitney
Mississippi
$296K