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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
FTWA
651
Fifth Third Wealth Advisors
Ohio
$305K
BWM
652
Briggs Wealth Management
Connecticut
$305K
AssetMark Inc
653
AssetMark Inc
California
$304K
FFG
654
Frisch Financial Group
New York
$303K
SWM
655
Silverlake Wealth Management
Vermont
$303K
PFG
656
Prosperity Financial Group
California
$303K
BIAS
657
Beacon Investment Advisory Services
New Jersey
$301K
LFA
658
Legacy Financial Advisors
Kentucky
$300K
AIM
659
Anchor Investment Management
South Carolina
$298K
KPWG
660
KFA Private Wealth Group
Virginia
$297K
HW
661
Hancock Whitney
Mississippi
$296K
T. Rowe Price Associates
662
T. Rowe Price Associates
Maryland
$296K
RWB
663
RMR Wealth Builders
New Jersey
$292K
BWP
664
Burling Wealth Partners
Illinois
$290K
SPFA
665
Summit Place Financial Advisors
New Jersey
$288K
PA
666
Procyon Advisors
Connecticut
$287K
MAG
667
M3 Advisory Group
Massachusetts
$287K
TAM
668
Titleist Asset Management
Texas
$287K
SC
669
Sapient Capital
Indiana
$286K
Citadel Advisors
670
Citadel Advisors
Florida
$283K
IAG
671
Investmark Advisory Group
Connecticut
$282K
LWCFA
672
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$281K
AA
673
Auxano Advisors
Washington
$281K
VHAM
674
Van Hulzen Asset Management
California
$280K
CASB
675
Cape Ann Savings Bank
Massachusetts
$280K