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iShares Russell 3000 ETF

815 hedge funds and large institutions have $8.96B invested in iShares Russell 3000 ETF in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 215 increasing their positions, 259 reducing their positions, and 39 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 ownership

Funds ownership:

2% more funds holding

Funds holding: 798815 (+17)

4% less funds holding in top 10

Funds holding in top 10: 5048 (-2)

17% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 259

Holders
815
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.27M
Puts
$2.32M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCPWS
676
One Charles Private Wealth Services
Massachusetts
$231K
KAS
677
KPP Advisory Services
Kentucky
$230K
MWP
678
Meridian Wealth Partners
Pennsylvania
$228K
BHIA
679
Birch Hill Investment Advisors
Massachusetts
$228K
RT
680
Rockland Trust
Massachusetts
$228K
RWM
681
Rezny Wealth Management
Florida
$228K
WJWM
682
Williams Jones Wealth Management
New York
$228K
LWM
683
LJI Wealth Management
Indiana
$227K
PWMG
684
Private Wealth Management Group
New Jersey
$226K
OIA
685
OneDigital Investment Advisors
Kansas
$223K
SFP
686
SwitchPoint Financial Planning
Utah
$223K
PCFFS
687
Pacific Center for Financial Services
California
$221K
FCAS
688
First Command Advisory Services
Texas
$221K
PIM
689
Penobscot Investment Management
Massachusetts
$220K
PCM
690
Parsons Capital Management
Rhode Island
$219K
AUB
691
Atlantic Union Bankshares
Virginia
$219K
GFL
692
Granite FO LLC
New Hampshire
$215K
PIFP
693
Partners in Financial Planning
Virginia
$214K
IC
694
Iconiq Capital
California
$212K
CFD
695
Creative Financial Designs
Indiana
$211K
Tudor Investment Corp
696
Tudor Investment Corp
Connecticut
$211K
DAS
697
Diversify Advisory Services
Utah
$210K
WF
698
Wayfinding Financial
Washington
$209K
ACI
699
Alpha Cubed Investments
California
$208K
RIL
700
Rothschild Investment LLC
Illinois
$208K