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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
FEG
101
Fund Evaluation Group
Ohio
$15.3M
CAG
102
Crestwood Advisors Group
Massachusetts
$15.2M
Citigroup
103
Citigroup
New York
$15.2M
HA
104
Hanover Advisors
South Carolina
$14.4M
AG
105
AlTi Global
New York
$14.1M
TWM
106
Tanager Wealth Management
United Kingdom
$13.8M
MI
107
Moneywise Inc
Virginia
$13.7M
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$13.3M
Truist Financial
109
Truist Financial
North Carolina
$13.3M
IIM
110
Ipswich Investment Management
Massachusetts
$13.3M
Brown Advisory
111
Brown Advisory
Maryland
$13.3M
KAS
112
Kestra Advisory Services
Texas
$13M
CCA
113
Conservest Capital Advisors
Pennsylvania
$13M
FNT
114
First National Trust
Pennsylvania
$12.9M
Creative Planning
115
Creative Planning
Kansas
$12.8M
RBC
116
Roble Belko & Company
Pennsylvania
$12.8M
UB
117
UMB Bank
Missouri
$12.7M
AIM
118
Allen Investment Management
New York
$12.4M
AFI
119
American Family Investments
Wisconsin
$12.1M
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$12.1M
JWA
121
JFS Wealth Advisors
Pennsylvania
$12M
CIBC Private Wealth Group
122
CIBC Private Wealth Group
Georgia
$11.3M
BWM
123
BigSur Wealth Management
Florida
$11.1M
PCIG
124
Partners Capital Investment Group
Massachusetts
$10.4M
JA
125
JVL Associates
Michigan
$10.2M