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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
MA
701
Mutual Advisors
Nebraska
$204K
AWM
702
Apollon Wealth Management
South Carolina
$204K
PA
703
Procyon Advisors
Connecticut
$202K
SA
704
Strategic Advocates
Utah
$201K
CPA
705
Capital Performance Advisors
California
$201K
DSC
706
Duncker Streett & Co
Missouri
$197K
AFG
707
Albion Financial Group
Utah
$196K
MA
708
MCF Advisors
Kentucky
$193K
PA
709
Parallel Advisors
California
$192K
MYIA
710
Mount Yale Investment Advisors
Colorado
$187K
WP
711
WealthShield Partners
North Carolina
$187K
SNB
712
Security National Bank
Nebraska
$179K
BHWM
713
Beaird Harris Wealth Management
Texas
$177K
GBT
714
Grove Bank & Trust
Florida
$176K
VWA
715
VSM Wealth Advisory
Maryland
$171K
PFM
716
Phillips Financial Management
Indiana
$166K
KFI
717
Key Financial Inc
Pennsylvania
$166K
LWANC
718
Laurel Wealth Advisors (North Carolina)
North Carolina
$165K
S
719
SignatureFD
Georgia
$157K
AA
720
Addison Advisors
Vermont
$155K
RDFA
721
Ritter Daniher Financial Advisory
Ohio
$153K
PFBT
722
Parkside Financial Bank & Trust
Missouri
$148K
FGC
723
Financial Gravity Companies
Texas
$145K
PWMG
724
Prestige Wealth Management Group
New Jersey
$142K
TFGT
725
TS Financial Group (TSFG)
Illinois
$140K