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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
RT
701
Rockland Trust
Massachusetts
$251K
RWM
702
Rezny Wealth Management
Florida
$251K
NW
703
Naviter Wealth
Arkansas
$251K
BHIA
704
Birch Hill Investment Advisors
Massachusetts
$251K
PWMG
705
Private Wealth Management Group
New Jersey
$250K
SCA
706
Snowden Capital Advisors
New York
$247K
BW
707
BostonPremier Wealth
Massachusetts
$246K
SFP
708
SwitchPoint Financial Planning
Utah
$245K
EFMC
709
Empire Financial Management Company
New York
$245K
PIM
710
Penobscot Investment Management
Massachusetts
$242K
OAS
711
Optivise Advisory Services
Tennessee
$241K
TRCT
712
Tower Research Capital (TRC)
New York
$240K
MIA
713
MainStreet Investment Advisors
Illinois
$239K
PCFFS
714
Pacific Center for Financial Services
California
$239K
LWM
715
LJI Wealth Management
Indiana
$238K
SW
716
SVB Wealth
Massachusetts
$238K
GI
717
GLOBALT Investments
Georgia
$237K
GFL
718
Granite FO LLC
New Hampshire
$237K
PIFP
719
Partners in Financial Planning
Virginia
$236K
VWM
720
Vigilare Wealth Management
Arizona
$235K
GSEP
721
Golden State Equity Partners
California
$233K
IC
722
Iconiq Capital
California
$233K
CG
723
CFO4Life Group
Texas
$232K
CFS
724
CRA Financial Services
New Jersey
$232K
SWP
725
Stone Wealth Partners
Louisiana
$231K