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
UCFA
101
United Capital Financial Advisors
Texas
$16.2M -$361K -989 -2%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$15.9M +$2.79M +7,644 +22%
BHCM
103
Brevan Howard Capital Management
Jersey
$15.8M +$15.3M +41,937 New
FHC
104
First Horizon Corporation
Tennessee
$15.6M +$15M +41,229 New
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$15.5M +$1.23M +3,373 +9%
RhumbLine Advisers
106
RhumbLine Advisers
Massachusetts
$15.2M +$4.32M +11,842 +42%
AG
107
AlTi Global
New York
$15.1M -$64.9K -178 -0.4%
KAS
108
Kestra Advisory Services
Texas
$15.1M +$1M +2,748 +7%
HA
109
Hanover Advisors
South Carolina
$14.8M -$751K -2,061 -5%
TWM
110
Tanager Wealth Management
United Kingdom
$14.7M -$225K -616 -2%
MI
111
Moneywise Inc
Virginia
$14.6M -$159K -436 -1%
FNT
112
First National Trust
Pennsylvania
$14.6M +$568K +1,557 +4%
Creative Planning
113
Creative Planning
Kansas
$14.5M +$622K +1,707 +5%
JWA
114
JFS Wealth Advisors
Pennsylvania
$14.4M +$1.34M +3,676 +11%
Truist Financial
115
Truist Financial
North Carolina
$14.2M -$135K -369 -1%
IIM
116
Ipswich Investment Management
Massachusetts
$14.1M -$226K -620 -2%
CCA
117
Conservest Capital Advisors
Pennsylvania
$14.1M +$23.7K +65 +0.2%
RBC
118
Roble Belko & Company
Pennsylvania
$13.8M
Brown Advisory
119
Brown Advisory
Maryland
$13.6M -$688K -1,886 -5%
AIM
120
Allen Investment Management
New York
$13.4M
AFI
121
American Family Investments
Wisconsin
$13.1M
GIM
122
Glenmede Investment Management
Pennsylvania
$13M +$5.8M +15,912 +86%
UB
123
UMB Bank
Missouri
$12.4M -$1.2M -3,300 -9%
QCM
124
Quantinno Capital Management
New York
$12.3M +$4.22M +11,563 +55%
BWM
125
BigSur Wealth Management
Florida
$12M