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iShares Russell 3000 ETF

892 hedge funds and large institutions have $11.1B invested in iShares Russell 3000 ETF in 2025 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 222 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:

4.05% more ownership

Funds ownership: 56.27%60.31% (+4%)

2% less funds holding in top 10

Funds holding in top 10: 4544 (-1)

17% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 269

Holders
892
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
SWA
826
Strategic Wealth Advisors
Arizona
$67K
CFFP
827
Center for Financial Planning
Michigan
$66.2K
SVCP
828
Silicon Valley Capital Partners
California
$64.8K
MTIC
829
Missouri Trust & Investment Company
Missouri
$64.6K
MB
830
MidFirst Bank
Oklahoma
$64.2K
LWM
831
Lodestone Wealth Management
Washington
$64.2K
LWANC
832
Laurel Wealth Advisors (North Carolina)
North Carolina
$63.8K
DAM
833
Delta Asset Management
Tennessee
$63.1K
OP
834
ORG Partners
Indiana
$58.8K
1IA
835
1620 Investment Advisors
Massachusetts
$57.3K
T
836
Tidemark
California
$57.3K
APW
837
Atlantic Private Wealth
North Carolina
$54.5K
BA
838
Ballast Advisors
Minnesota
$50.8K
TFG
839
Team Financial Group
California
$50.7K
AIS
840
Advocate Investing Services
Maryland
$48.7K
HWM
841
Horizons Wealth Management
North Carolina
$47.2K
FCG
842
Financial Connections Group
California
$46K
CWM
843
Copia Wealth Management
Oregon
$45.3K
GJIA
844
Glass Jacobson Investment Advisors
Maryland
$42.6K
HFS
845
Hughes Financial Services
Virginia
$41.8K
FDCDDQ
846
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41K
MMG
847
Monetary Management Group
Missouri
$38.7K
NS
848
NBC Securities
Alabama
$38.7K
LI
849
LRI Investments
Florida
$38.7K
WTA
850
Washington Trust Advisors
Massachusetts
$36K