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iShares Russell 3000 ETF

871 hedge funds and large institutions have $11B invested in iShares Russell 3000 ETF in 2025 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 220 increasing their positions, 266 reducing their positions, and 35 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 funds holding

Funds holding:

3.5% more ownership

Funds ownership: 56.25%59.75% (+3.5%)

2% less funds holding in top 10

Funds holding in top 10: 4544 (-1)

17% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 266

Holders
871
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.2M
Puts
$1.51M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BL
101
Balentine LLC
Georgia
$18.1M
NL
102
NEPC LLC
Massachusetts
$17.8M
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$17.8M
KPWM
104
KDK Private Wealth Management
Texas
$17.5M
Citigroup
105
Citigroup
New York
$17.3M
UCFA
106
United Capital Financial Advisors
Texas
$16.8M
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$16.6M
FEG
108
Fund Evaluation Group
Ohio
$16.4M
CAG
109
Crestwood Advisors Group
Massachusetts
$16.4M
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$16.2M
Creative Planning
111
Creative Planning
Kansas
$16.1M
FHC
112
First Horizon Corporation
Tennessee
$15.9M
EFG
113
Embree Financial Group
Illinois
$15.7M
KAS
114
Kestra Advisory Services
Texas
$15.6M
AG
115
AlTi Global
New York
$15.4M
MI
116
Moneywise Inc
Virginia
$15.3M
FNT
117
First National Trust
Pennsylvania
$14.8M
IIM
118
Ipswich Investment Management
Massachusetts
$14.8M
HA
119
Hanover Advisors
South Carolina
$14.8M
ZIM
120
Zacks Investment Management
Illinois
$14.7M
TWM
121
Tanager Wealth Management
United Kingdom
$14.2M
RBC
122
Roble Belko & Company
Pennsylvania
$14M
QCM
123
Quantinno Capital Management
New York
$13.7M
AIM
124
Allen Investment Management
New York
$13.6M
CCA
125
Conservest Capital Advisors
Pennsylvania
$13.3M