We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF

824 hedge funds and large institutions have $9.64B invested in iShares Russell 3000 ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 204 increasing their positions, 281 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more call options, than puts

Call options by funds: $8.34M | Put options by funds: $1.78M

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

8% more capital invested

Capital invested by funds: $8.96B → $9.64B (+$673M)

0% more funds holding

Funds holding: 823824 (+1)

2.97% less ownership

Funds ownership: 59.24%56.27% (-3%)

6% less funds holding in top 10

Funds holding in top 10: 4845 (-3)

27% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 281

Holders
824
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
10.82%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
0.59%
New
46
Increased
204
Reduced
281
Closed
29
Calls
$8.34M
Puts
$1.78M
Net Calls
+$6.56M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
76
Johnson Investment Counsel
Ohio
$23.9M -$234K -643 -1%
SIM
77
Strategic Investment Management
Virginia
$23.7M -$613K -1,680 -3%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$23.6M -$8.45M -23,161 -27%
SP
79
Stairway Partners
Illinois
$23.6M -$328K -900 -1%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$23.3M +$1.09M +2,994 +5%
TW
81
Trajan Wealth
Arizona
$22.7M -$989K -2,713 -4%
EP
82
EPIQ Partners
Minnesota
$22.7M +$213K +585 +1%
TI
83
Truepoint Inc
Ohio
$22.6M -$113K -311 -0.5%
CIA
84
Concurrent Investment Advisors
Florida
$22M -$1.81M -4,965 -8%
DPI
85
Diversified Portfolios Inc
Michigan
$21.9M -$48.5K -133 -0.2%
CFG
86
Citizens Financial Group
Rhode Island
$21.7M -$200K -548 -0.9%
WTC
87
WhitTier Trust Company
Nevada
$21M -$140K -384 -0.7%
BCM
88
Brookstone Capital Management
Illinois
$21M +$778K +2,133 +4%
SEM
89
Strategic Equity Management
Arizona
$20.9M -$8.39K -23 -0%
WA
90
Wealthstream Advisors
New York
$20.4M
CFGF
91
Compass Financial Group (Florida)
Florida
$19.8M -$1.79M -4,906 -9%
OBWP
92
O'Brien Wealth Partners
Massachusetts
$19.1M -$173K -475 -0.9%
FMWA
93
Forvis Mazars Wealth Advisors
Missouri
$19M -$288K -789 -2%
MAWA
94
Moss Adams Wealth Advisors
Washington
$18.7M -$640K -1,755 -3%
BL
95
Balentine LLC
Georgia
$18.6M +$44.5K +122 +0.2%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$18.4M -$146K -400 -0.8%
KPWM
97
KDK Private Wealth Management
Texas
$16.9M +$21.5K +59 +0.1%
Citigroup
98
Citigroup
New York
$16.6M +$214K +587 +1%
FEG
99
Fund Evaluation Group
Ohio
$16.5M +$13.9K +38 +0.1%
CAG
100
Crestwood Advisors Group
Massachusetts
$16.5M +$12.8K +35 +0.1%