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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
MPWT
751
MassMutual Private Wealth & Trust
Connecticut
$70.2K
PK
752
Pflug Koory
Nebraska
$69.3K
CWM
753
Copia Wealth Management
Oregon
$67.4K
CFFP
754
Center for Financial Planning
Michigan
$61.8K
BCMLT
755
Beacon Capital Management LLC (Tennessee)
Tennessee
$61.5K
DWA
756
Dougherty Wealth Advisers
Minnesota
$61.4K
DAM
757
Delta Asset Management
Tennessee
$58.6K
SVCP
758
Silicon Valley Capital Partners
California
$58.5K
Federated Hermes
759
Federated Hermes
Pennsylvania
$56.2K
BTI
760
Blue Trust Inc
Georgia
$55.2K
OP
761
ORG Partners
Indiana
$53.4K
1IA
762
1620 Investment Advisors
Massachusetts
$51.9K
T
763
Tidemark
California
$51.9K
BA
764
Ballast Advisors
Minnesota
$49.6K
APW
765
Atlantic Private Wealth
North Carolina
$49.2K
GC
766
Garde Capital
Washington
$48.4K
TFG
767
Team Financial Group
California
$46K
SS
768
Sunbelt Securities
Texas
$45.5K
HWM
769
Horizons Wealth Management
North Carolina
$42.8K
LCOV
770
London Company of Virginia
Virginia
$42.6K
FCG
771
Financial Connections Group
California
$42K
HFS
772
Hughes Financial Services
Virginia
$38.8K
GJIA
773
Glass Jacobson Investment Advisors
Maryland
$38.6K
PS
774
Principal Securities
Iowa
$38.6K
MMG
775
Monetary Management Group
Missouri
$35.1K