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iShares Russell 3000 ETF

811 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, 211 increasing their positions, 258 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
811
Holders Change
+17
Holders Change %
+2.14%
% of All Funds
10.88%
Holding in Top 10
48
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4%
% of All Funds
0.64%
New
69
Increased
211
Reduced
258
Closed
37
Calls
$7.27M
Puts
$2.32M
Net Calls
+$4.95M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
701
Apollon Wealth Management
South Carolina
$204K +$204K +580 New
PA
702
Procyon Advisors
Connecticut
$202K -$589K -1,679 -74%
SA
703
Strategic Advocates
Utah
$201K +$201K +574 New
CPA
704
Capital Performance Advisors
California
$201K +$201K +573 New
DSC
705
Duncker Streett & Co
Missouri
$197K
AFG
706
Albion Financial Group
Utah
$196K
MA
707
MCF Advisors
Kentucky
$193K
PA
708
Parallel Advisors
California
$192K +$134K +382 +233%
MYIA
709
Mount Yale Investment Advisors
Colorado
$187K +$187K +533 New
WP
710
WealthShield Partners
North Carolina
$187K -$10.2K -29 -5%
SNB
711
Security National Bank
Nebraska
$179K
BHWM
712
Beaird Harris Wealth Management
Texas
$177K
GBT
713
Grove Bank & Trust
Florida
$176K
VWA
714
VSM Wealth Advisory
Maryland
$171K
PFM
715
Phillips Financial Management
Indiana
$166K
KFI
716
Key Financial Inc
Pennsylvania
$166K
LWANC
717
Laurel Wealth Advisors (North Carolina)
North Carolina
$165K +$165K +57,750 +35,000%
S
718
SignatureFD
Georgia
$157K -$7.37K -21 -4%
AA
719
Addison Advisors
Vermont
$155K
RDFA
720
Ritter Daniher Financial Advisory
Ohio
$153K
PFBT
721
Parkside Financial Bank & Trust
Missouri
$148K
FGC
722
Financial Gravity Companies
Texas
$145K +$145K +413 New
PWMG
723
Prestige Wealth Management Group
New Jersey
$142K +$351 +1 +0.2%
TFGT
724
TS Financial Group (TSFG)
Illinois
$140K
PAI
725
Pittenger & Anderson Inc
Nebraska
$139K -$1.76K -5 -1%