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iShares Russell 3000 ETF

819 hedge funds and large institutions have $9.64B invested in iShares Russell 3000 ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 201 increasing their positions, 281 reducing their positions, and 29 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:

2.96% less ownership

Funds ownership: 59.21%56.25% (-3%)

6% less funds holding in top 10

Funds holding in top 10: 4845 (-3)

28% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 281

Holders
819
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.34M
Puts
$1.78M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APW
701
Austin Private Wealth
Texas
$210K
Envestnet Portfolio Solutions
702
Envestnet Portfolio Solutions
Illinois
$210K
B
703
BetterWealth
California
$209K
MA
704
MCF Advisors
Kentucky
$208K
EC
705
EdgeRock Capital
Colorado
$208K
KA
706
Kearns & Associates
California
$208K
AWM
707
Austin Wealth Management
Texas
$208K
AFG
708
Allegheny Financial Group
Pennsylvania
$207K
CB
709
Cadence Bank
Mississippi
$207K
MGWM
710
Marks Group Wealth Management
Minnesota
$207K
AFA
711
American Financial Advisors
Georgia
$206K
OCPWS
712
One Charles Private Wealth Services
Massachusetts
$205K
SIM
713
Synergy Investment Management
Florida
$205K
WP
714
WealthShield Partners
North Carolina
$202K
SFM
715
Signet Financial Management
New Jersey
$201K
SNB
716
Security National Bank
Nebraska
$193K
BHWM
717
Beaird Harris Wealth Management
Texas
$191K
PMFA
718
Plante Moran Financial Advisors
Michigan
$188K
VWA
719
VSM Wealth Advisory
Maryland
$185K
PFM
720
Phillips Financial Management
Indiana
$179K
Qube Research & Technologies (QRT)
721
Qube Research & Technologies (QRT)
United Kingdom
$174K
S
722
SignatureFD
Georgia
$169K
AA
723
Addison Advisors
Vermont
$168K
KFI
724
Key Financial Inc
Pennsylvania
$167K
RDFA
725
Ritter Daniher Financial Advisory
Ohio
$165K