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iShares Russell 3000 ETF

872 hedge funds and large institutions have $11B invested in iShares Russell 3000 ETF in 2025 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 221 increasing their positions, 266 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:

3.5% more ownership

Funds ownership: 56.25%59.75% (+3.5%)

2% less funds holding in top 10

Funds holding in top 10: 4544 (-1)

17% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 266

Holders
872
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
PCM
751
Parsons Capital Management
Rhode Island
$203K
LODC
752
Lanham O'Dell & Company
West Virginia
$203K
PRP
753
Peak Retirement Planning
Ohio
$203K
SFP
754
Shepherd Financial Partners
Massachusetts
$203K
GA
755
GSG Advisors
New Jersey
$200K
SNB
756
Security National Bank
Nebraska
$197K
BHWM
757
Beaird Harris Wealth Management
Texas
$195K
FGAM
758
Financial Gravity Asset Management
Texas
$195K
PMFA
759
Plante Moran Financial Advisors
Michigan
$192K
VWA
760
VSM Wealth Advisory
Maryland
$188K
RFP
761
Root Financial Partners
California
$188K
PFM
762
Phillips Financial Management
Indiana
$183K
S
763
SignatureFD
Georgia
$173K
AA
764
Addison Advisors
Vermont
$171K
RDFA
765
Ritter Daniher Financial Advisory
Ohio
$168K
KFI
766
Key Financial Inc
Pennsylvania
$164K
PFBT
767
Parkside Financial Bank & Trust
Missouri
$163K
PWMG
768
Prestige Wealth Management Group
New Jersey
$157K
TFGT
769
TS Financial Group (TSFG)
Illinois
$155K
PAI
770
Pittenger & Anderson Inc
Nebraska
$153K
RIA
771
Realta Investment Advisors
Delaware
$153K
HNB
772
Huntington National Bank
Ohio
$151K
SAG
773
SageView Advisory Group
California
$151K
BTI
774
Blue Trust Inc
Georgia
$150K
OA
775
Operose Advisors
Wisconsin
$146K