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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
BRWA
701
B. Riley Wealth Advisors
Florida
$255K
LTAS
702
Linden Thomas Advisory Services
North Carolina
$255K
GSAM
703
Grant Street Asset Management
Pennsylvania
$255K
FP
704
Fiduciary Planning
Florida
$252K
RWM
705
Rezny Wealth Management
Florida
$251K
RT
706
Rockland Trust
Massachusetts
$251K
NW
707
Naviter Wealth
Arkansas
$251K
BHIA
708
Birch Hill Investment Advisors
Massachusetts
$251K
PWMG
709
Private Wealth Management Group
New Jersey
$250K
SCA
710
Snowden Capital Advisors
New York
$247K
BW
711
BostonPremier Wealth
Massachusetts
$246K
SFP
712
SwitchPoint Financial Planning
Utah
$245K
EFMC
713
Empire Financial Management Company
New York
$245K
PIM
714
Penobscot Investment Management
Massachusetts
$242K
OAS
715
Optivise Advisory Services
Tennessee
$241K
TRCT
716
Tower Research Capital (TRC)
New York
$240K
MIA
717
MainStreet Investment Advisors
Illinois
$239K
PCFFS
718
Pacific Center for Financial Services
California
$239K
LWM
719
LJI Wealth Management
Indiana
$238K
SW
720
SVB Wealth
Massachusetts
$238K
GI
721
GLOBALT Investments
Georgia
$237K
GFL
722
Granite FO LLC
New Hampshire
$237K
PIFP
723
Partners in Financial Planning
Virginia
$236K
VWM
724
Vigilare Wealth Management
Arizona
$235K
GSEP
725
Golden State Equity Partners
California
$233K