IWV icon

iShares Russell 3000 ETF

871 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, 220 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: 220 | Existing positions reduced: 266

Holders
871
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
CB
801
Centennial Bank
Arkansas
$80.1K
MPWT
802
MassMutual Private Wealth & Trust
Connecticut
$77.4K
PK
803
Pflug Koory
Nebraska
$76.6K
Qube Research & Technologies (QRT)
804
Qube Research & Technologies (QRT)
United Kingdom
$75.4K
GI
805
GAMMA Investing
California
$75.4K
DWA
806
Dougherty Wealth Advisers
Minnesota
$67.7K
SWA
807
Strategic Wealth Advisors
Arizona
$67K
CFFP
808
Center for Financial Planning
Michigan
$66.2K
SVCP
809
Silicon Valley Capital Partners
California
$64.8K
MTIC
810
Missouri Trust & Investment Company
Missouri
$64.6K
MB
811
MidFirst Bank
Oklahoma
$64.2K
LWM
812
Lodestone Wealth Management
Washington
$64.2K
LWANC
813
Laurel Wealth Advisors (North Carolina)
North Carolina
$63.8K
DAM
814
Delta Asset Management
Tennessee
$63.1K
OP
815
ORG Partners
Indiana
$58.8K
1IA
816
1620 Investment Advisors
Massachusetts
$57.3K
T
817
Tidemark
California
$57.3K
APW
818
Atlantic Private Wealth
North Carolina
$54.5K
BA
819
Ballast Advisors
Minnesota
$50.8K
TFG
820
Team Financial Group
California
$50.7K
AIS
821
Advocate Investing Services
Maryland
$48.7K
HWM
822
Horizons Wealth Management
North Carolina
$47.2K
FCG
823
Financial Connections Group
California
$46K
CWM
824
Copia Wealth Management
Oregon
$45.3K
GJIA
825
Glass Jacobson Investment Advisors
Maryland
$42.6K