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iShares Russell 3000 ETF

814 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, 212 increasing their positions, 259 reducing their positions, and 38 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: 795814 (+19)

4% less funds holding in top 10

Funds holding in top 10: 5048 (-2)

18% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 259

Holders
814
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
MWP
676
Meridian Wealth Partners
Pennsylvania
$228K
BHIA
677
Birch Hill Investment Advisors
Massachusetts
$228K
RT
678
Rockland Trust
Massachusetts
$228K
RWM
679
Rezny Wealth Management
Florida
$228K
WJWM
680
Williams Jones Wealth Management
New York
$228K
LWM
681
LJI Wealth Management
Indiana
$227K
PWMG
682
Private Wealth Management Group
New Jersey
$226K
OIA
683
OneDigital Investment Advisors
Kansas
$223K
SFP
684
SwitchPoint Financial Planning
Utah
$223K
PCFFS
685
Pacific Center for Financial Services
California
$221K
FCAS
686
First Command Advisory Services
Texas
$221K
PIM
687
Penobscot Investment Management
Massachusetts
$220K
PCM
688
Parsons Capital Management
Rhode Island
$219K
AUB
689
Atlantic Union Bankshares
Virginia
$219K
GFL
690
Granite FO LLC
New Hampshire
$215K
PIFP
691
Partners in Financial Planning
Virginia
$214K
IC
692
Iconiq Capital
California
$212K
CFD
693
Creative Financial Designs
Indiana
$211K
Tudor Investment Corp
694
Tudor Investment Corp
Connecticut
$211K
DAS
695
Diversify Advisory Services
Utah
$210K
WF
696
Wayfinding Financial
Washington
$209K
ACI
697
Alpha Cubed Investments
California
$208K
RIL
698
Rothschild Investment LLC
Illinois
$208K
USB
699
Union Savings Bank
Connecticut
$207K
NOI
700
Newton One Investments
Delaware
$205K