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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
NFG
76
Nations Financial Group
Iowa
$23.8M
SIM
77
Strategic Investment Management
Virginia
$22.5M
JIC
78
Johnson Investment Counsel
Ohio
$22.4M
SP
79
Stairway Partners
Illinois
$22.2M
CIA
80
Concurrent Investment Advisors
Florida
$22.1M
TW
81
Trajan Wealth
Arizona
$22M
TI
82
Truepoint Inc
Ohio
$21M
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$20.9M
EP
84
EPIQ Partners
Minnesota
$20.8M
DPI
85
Diversified Portfolios Inc
Michigan
$20.3M
CFG
86
Citizens Financial Group
Rhode Island
$20.3M
CFGF
87
Compass Financial Group (Florida)
Florida
$20M
WTC
88
WhitTier Trust Company
Nevada
$19.5M
SEM
89
Strategic Equity Management
Arizona
$19.4M
WA
90
Wealthstream Advisors
New York
$18.9M
BCM
91
Brookstone Capital Management
Illinois
$18.7M
Cerity Partners
92
Cerity Partners
New York
$18.1M
MAWA
93
Moss Adams Wealth Advisors
Washington
$18M
FMWA
94
Forvis Mazars Wealth Advisors
Missouri
$17.9M
OBWP
95
O'Brien Wealth Partners
Massachusetts
$17.8M
FHA
96
First Horizon Advisors
Tennessee
$17.2M
BL
97
Balentine LLC
Georgia
$17.2M
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$17.2M
KPWM
99
KDK Private Wealth Management
Texas
$15.7M
UCFA
100
United Capital Financial Advisors
Texas
$15.4M