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iShares Russell 3000 ETF

811 hedge funds and large institutions have $8.96B invested in iShares Russell 3000 ETF in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 211 increasing their positions, 258 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
811
Holders Change
+17
Holders Change %
+2.14%
% of All Funds
10.87%
Holding in Top 10
48
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4%
% of All Funds
0.64%
New
69
Increased
211
Reduced
258
Closed
37
Calls
$7.27M
Puts
$2.32M
Net Calls
+$4.95M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
651
B. Riley Wealth Advisors
Florida
$249K +$249K +710 New
MPM
652
Meritage Portfolio Management
Kansas
$249K
EFMC
653
Empire Financial Management Company
New York
$249K -$6.32K -18 -2%
AIM
654
Acropolis Investment Management
Missouri
$246K
CWM
655
Centurion Wealth Management
Virginia
$246K +$246K +700 New
FCBT
656
First Citizens Bank & Trust
North Carolina
$244K -$31.9K -91 -12%
CAM
657
Campion Asset Management
Virginia
$244K -$2.81K -8 -1%
SWGC
658
Summit Wealth Group (Colorado)
Colorado
$241K +$241K +686 New
HP
659
Holistic Planning
Texas
$239K
CB
660
Cadence Bank
Mississippi
$239K
CP
661
Canopy Partners
Ohio
$239K
TAM
662
Titleist Asset Management
Texas
$239K
NW
663
Naviter Wealth
Arkansas
$239K
GSAM
664
Grant Street Asset Management
Pennsylvania
$239K -$5.62K -16 -2%
SCTC
665
Sanibel Captiva Trust Company
Florida
$237K
GSEP
666
Golden State Equity Partners
California
$237K -$13.3K -38 -5%
CIM
667
CIM Investment Management
Pennsylvania
$234K -$265K -755 -53%
KAM
668
Knightsbridge Asset Management
California
$234K +$234K +668 New
MAM
669
Marquette Asset Management
Minnesota
$232K
PJWM
670
Philip James Wealth Mangement
Georgia
$232K +$702 +2 +0.3%
CFS
671
CRA Financial Services
New Jersey
$232K
CG
672
CFO4Life Group
Texas
$231K -$57.9K -165 -20%
OCPWS
673
One Charles Private Wealth Services
Massachusetts
$231K
KAS
674
KPP Advisory Services
Kentucky
$230K +$230K +654 New
MWP
675
Meridian Wealth Partners
Pennsylvania
$228K