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iShares Russell 3000 ETF

794 hedge funds and large institutions have $7.97B invested in iShares Russell 3000 ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 210 increasing their positions, 267 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
-51
Holders Change %
-6.04%
% of All Funds
10.79%
Holding in Top 10
50
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.79%
% of All Funds
0.68%
New
39
Increased
210
Reduced
267
Closed
67
Calls
$5.11M
Puts
$2.41M
Net Calls
+$2.7M
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
676
OneDigital Investment Advisors
Kansas
$202K -$197K -619 -49%
SFP
677
SwitchPoint Financial Planning
Utah
$201K
WB
678
WesBanco Bank
West Virginia
$201K
PCFFS
679
Pacific Center for Financial Services
California
$200K
SSB
680
Sandy Spring Bank
Maryland
$198K
GFL
681
Granite FO LLC
New Hampshire
$194K
RIL
682
Rothschild Investment LLC
Illinois
$188K
SIM
683
Synergy Investment Management
Florida
$188K +$1.91K +6 +1%
WF
684
Wayfinding Financial
Washington
$185K +$185K +584 New
NOI
685
Newton One Investments
Delaware
$185K -$20K -63 -10%
USB
686
Union Savings Bank
Connecticut
$184K
WP
687
WealthShield Partners
North Carolina
$178K +$64.2K +202 +56%
DSC
688
Duncker Streett & Co
Missouri
$178K
AFG
689
Albion Financial Group
Utah
$177K
MA
690
MCF Advisors
Kentucky
$175K
SNB
691
Security National Bank
Nebraska
$162K +$76.9K +242 +91%
BHWM
692
Beaird Harris Wealth Management
Texas
$160K +$160K +504 New
GBT
693
Grove Bank & Trust
Florida
$159K
PMFA
694
Plante Moran Financial Advisors
Michigan
$157K
VWA
695
VSM Wealth Advisory
Maryland
$155K
PFM
696
Phillips Financial Management
Indiana
$150K
KFI
697
Key Financial Inc
Pennsylvania
$150K
S
698
SignatureFD
Georgia
$149K +$6.67K +21 +5%
GSWM
699
Golden State Wealth Management
California
$143K -$6.04K -19 -4%
AA
700
Addison Advisors
Vermont
$141K