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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
FGAM
776
Financial Gravity Asset Management
Texas
$195K
PMFA
777
Plante Moran Financial Advisors
Michigan
$192K
EPG
778
Estate Planners Group
Pennsylvania
$189K
VWA
779
VSM Wealth Advisory
Maryland
$188K
RFP
780
Root Financial Partners
California
$188K
PFM
781
Phillips Financial Management
Indiana
$183K
USB
782
Union Savings Bank
Connecticut
$183K
S
783
SignatureFD
Georgia
$173K
AA
784
Addison Advisors
Vermont
$171K
RDFA
785
Ritter Daniher Financial Advisory
Ohio
$168K
KFI
786
Key Financial Inc
Pennsylvania
$164K
PFBT
787
Parkside Financial Bank & Trust
Missouri
$163K
PWMG
788
Prestige Wealth Management Group
New Jersey
$157K
TFGT
789
TS Financial Group (TSFG)
Illinois
$155K
PAI
790
Pittenger & Anderson Inc
Nebraska
$153K
RIA
791
Realta Investment Advisors
Delaware
$153K
HNB
792
Huntington National Bank
Ohio
$151K
SAG
793
SageView Advisory Group
California
$151K
BTI
794
Blue Trust Inc
Georgia
$150K
OA
795
Operose Advisors
Wisconsin
$146K
SHIM
796
Stone House Investment Management
Pennsylvania
$146K
TFM
797
TFC Financial Management
Massachusetts
$145K
KG
798
Kilter Group
New York
$143K
QCG
799
Quadrant Capital Group
Ohio
$143K
TPCW
800
TD Private Client Wealth
New York
$137K