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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
CFS
676
Cannon Financial Strategists
Georgia
$280K
RAG
677
RIA Advisory Group
Iowa
$280K
FHA
678
Flagship Harbor Advisors
Massachusetts
$279K
EAM
679
Evanson Asset Management
California
$277K
SSA
680
Shepherd Street Advisors
California
$274K
FCBT
681
First Citizens Bank & Trust
North Carolina
$273K
PHWA
682
Petersen Hastings Wealth Advisors
Washington
$272K
LA
683
Legacy Advisors
Pennsylvania
$272K
BNMT
684
Bawa N Mallick Trust
New York
$271K
CWM
685
Centurion Wealth Management
Virginia
$271K
CPA
686
Capital Performance Advisors
California
$270K
MAM
687
Marquette Asset Management
Minnesota
$269K
BPW
688
Bingham Private Wealth
California
$267K
SWGC
689
Summit Wealth Group (Colorado)
Colorado
$265K
WPW
690
Winthrop Partners - WNY
New York
$265K
CP
691
Canopy Partners
Ohio
$264K
BF
692
Benchmark Financial
Delaware
$263K
SCTC
693
Sanibel Captiva Trust Company
Florida
$261K
OIA
694
OneDigital Investment Advisors
Kansas
$260K
VA
695
VestGen Advisors
Illinois
$259K
DIA
696
Dana Investment Advisors
Wisconsin
$259K
KAM
697
Knightsbridge Asset Management
California
$258K
AWA
698
Acumen Wealth Advisors
Tennessee
$257K
PJWM
699
Philip James Wealth Mangement
Georgia
$257K
QFW
700
QTR Family Wealth
Florida
$256K