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iShares Russell 3000 ETF

892 hedge funds and large institutions have $11.1B invested in iShares Russell 3000 ETF in 2025 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 222 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:

4.05% more ownership

Funds ownership: 56.27%60.31% (+4%)

2% less funds holding in top 10

Funds holding in top 10: 4544 (-1)

17% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 269

Holders
892
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
SSA
676
Shepherd Street Advisors
California
$274K
FCBT
677
First Citizens Bank & Trust
North Carolina
$273K
PHWA
678
Petersen Hastings Wealth Advisors
Washington
$272K
LA
679
Legacy Advisors
Pennsylvania
$272K
CWM
680
Centurion Wealth Management
Virginia
$271K
BNMT
681
Bawa N Mallick Trust
New York
$271K
CPA
682
Capital Performance Advisors
California
$270K
MAM
683
Marquette Asset Management
Minnesota
$269K
BPW
684
Bingham Private Wealth
California
$267K
SWGC
685
Summit Wealth Group (Colorado)
Colorado
$265K
WPW
686
Winthrop Partners - WNY
New York
$265K
CP
687
Canopy Partners
Ohio
$264K
BF
688
Benchmark Financial
Delaware
$263K
SCTC
689
Sanibel Captiva Trust Company
Florida
$261K
OIA
690
OneDigital Investment Advisors
Kansas
$260K
VA
691
VestGen Advisors
Illinois
$259K
DIA
692
Dana Investment Advisors
Wisconsin
$259K
KAM
693
Knightsbridge Asset Management
California
$258K
AWA
694
Acumen Wealth Advisors
Tennessee
$257K
PJWM
695
Philip James Wealth Mangement
Georgia
$257K
QFW
696
QTR Family Wealth
Florida
$256K
BRWA
697
B. Riley Wealth Advisors
Florida
$255K
LTAS
698
Linden Thomas Advisory Services
North Carolina
$255K
GSAM
699
Grant Street Asset Management
Pennsylvania
$255K
FP
700
Fiduciary Planning
Florida
$252K