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iShares Russell 3000 ETF

793 hedge funds and large institutions have $7.97B invested in iShares Russell 3000 ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 209 increasing their positions, 267 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
793
Holders Change
-51
Holders Change %
-6.04%
% of All Funds
10.77%
Holding in Top 10
50
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.79%
% of All Funds
0.68%
New
39
Increased
209
Reduced
267
Closed
67
Calls
$5.11M
Puts
$2.41M
Net Calls
+$2.7M
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Shares
Change %
KPWM
101
KDK Private Wealth Management
Texas
$14.2M +$708K +2,228 +5%
UCFA
102
United Capital Financial Advisors
Texas
$14.2M -$306K -963 -2%
FHA
103
First Horizon Advisors
Tennessee
$13.9M -$4.65M -14,643 -25%
CAG
104
Crestwood Advisors Group
Massachusetts
$13.8M +$11.1K +35 +0.1%
HA
105
Hanover Advisors
South Carolina
$13.3M +$19.1K +60 +0.1%
AG
106
AlTi Global
New York
$13.1M -$1.52M -4,792 -10%
MAWA
107
Moss Adams Wealth Advisors
Washington
$12.8M +$671K +2,111 +6%
FNT
108
First National Trust
Pennsylvania
$12.5M -$461K -1,452 -4%
UB
109
UMB Bank
Missouri
$12.2M -$4.98M -15,664 -29%
TWM
110
Tanager Wealth Management
United Kingdom
$12.2M -$850K -2,677 -6%
IIM
111
Ipswich Investment Management
Massachusetts
$12.1M -$171K -538 -1%
Truist Financial
112
Truist Financial
North Carolina
$12M -$348K -1,095 -3%
FEG
113
Fund Evaluation Group
Ohio
$11.8M +$2.86K +9 +0%
RBC
114
Roble Belko & Company
Pennsylvania
$11.8M -$39.7K -125 -0.3%
CCA
115
Conservest Capital Advisors
Pennsylvania
$11.8M -$10.8K -34 -0.1%
MI
116
Moneywise Inc
Virginia
$11.7M +$387K +1,219 +3%
Citigroup
117
Citigroup
New York
$11.7M +$601K +1,891 +5%
Creative Planning
118
Creative Planning
Kansas
$11.5M +$37.5K +118 +0.3%
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$11.4M +$417K +1,314 +4%
PCIG
120
Partners Capital Investment Group
Massachusetts
$11.3M +$9.46M +29,796 +509%
AIM
121
Allen Investment Management
New York
$11.2M
BWM
122
BigSur Wealth Management
Florida
$11.1M
JWA
123
JFS Wealth Advisors
Pennsylvania
$11M -$82.3K -259 -0.7%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$10.8M +$1.08M +3,391 +11%
JA
125
JVL Associates
Michigan
$9.25M