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iShares Russell 3000 ETF

810 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, 210 increasing their positions, 258 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
810
Holders Change
+17
Holders Change %
+2.14%
% of All Funds
10.86%
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
210
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 %
CWM
751
Copia Wealth Management
Oregon
$67.4K
CFFP
752
Center for Financial Planning
Michigan
$61.8K +$42.1K +120 +214%
BCMLT
753
Beacon Capital Management LLC (Tennessee)
Tennessee
$61.5K +$30.2K +86 +97%
DWA
754
Dougherty Wealth Advisers
Minnesota
$61.4K
DAM
755
Delta Asset Management
Tennessee
$58.6K -$5.97K -17 -9%
Federated Hermes
756
Federated Hermes
Pennsylvania
$56.2K -$1.64M -4,682 -97%
BTI
757
Blue Trust Inc
Georgia
$55.2K +$3.51K +10 +7%
OP
758
ORG Partners
Indiana
$53.4K
1IA
759
1620 Investment Advisors
Massachusetts
$51.9K -$17.6K -50 -25%
T
760
Tidemark
California
$51.9K
BA
761
Ballast Advisors
Minnesota
$49.6K
APW
762
Atlantic Private Wealth
North Carolina
$49.2K
GC
763
Garde Capital
Washington
$48.4K
TFG
764
Team Financial Group
California
$46K +$46K +131 New
SS
765
Sunbelt Securities
Texas
$45.5K -$1.67K -5 -4%
HWM
766
Horizons Wealth Management
North Carolina
$42.8K
LCOV
767
London Company of Virginia
Virginia
$42.6K -$38.8K -110 -48%
FCG
768
Financial Connections Group
California
$42K
HFS
769
Hughes Financial Services
Virginia
$38.8K
GJIA
770
Glass Jacobson Investment Advisors
Maryland
$38.6K -$40.7K -116 -51%
PS
771
Principal Securities
Iowa
$38.6K +$702 +2 +2%
FDCDDQ
772
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.1K
MMG
773
Monetary Management Group
Missouri
$35.1K
NS
774
NBC Securities
Alabama
$35K
WTA
775
Washington Trust Advisors
Massachusetts
$32.6K