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iShares Russell 3000 ETF

794 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, 210 increasing their positions, 267 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
-51
Holders Change %
-6.04%
% of All Funds
10.79%
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
210
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 %
DFA
151
DHK Financial Advisors
New Hampshire
$6.31M +$2.74M +8,625 +77%
SCM
152
Sheridan Capital Management
California
$6.29M -$50.8K -160 -0.8%
WPA
153
West Paces Advisors
Georgia
$6.04M
WT
154
Whittier Trust
California
$6.03M
JPG
155
Jordan Park Group
California
$6M
R
156
Rebalance
California
$5.98M +$14.6K +46 +0.2%
HHGA
157
Halbert Hargrove Global Advisors
California
$5.8M -$854K -2,689 -13%
TFP
158
Triune Financial Partners
Kansas
$5.77M +$14K +44 +0.2%
BCM
159
BTC Capital Management
Iowa
$5.77M +$185K +583 +3%
BCI
160
Brinker Capital Investments
Pennsylvania
$5.76M +$32.7K +103 +0.6%
OPS
161
Orion Portfolio Solutions
Nebraska
$5.76M +$32.7K +103 +0.6%
Cambridge Investment Research Advisors
162
Cambridge Investment Research Advisors
Iowa
$5.71M -$361K -1,135 -6%
EW
163
Elyxium Wealth
California
$5.63M
AAS
164
Ameritas Advisory Services
Nebraska
$5.62M +$5.62M +17,687 New
CPIG
165
Chicago Partners Investment Group
Illinois
$5.43M +$120K +377 +2%
QCM
166
Quantinno Capital Management
New York
$5.4M +$1.36M +4,277 +34%
MWM
167
Mission Wealth Management
California
$5.36M +$3.18K +10 +0.1%
GT
168
Glenmede Trust
Pennsylvania
$5.33M -$659K -2,075 -11%
MWM
169
Maridea Wealth Management
New York
$5.29M -$236K -744 -4%
GC
170
Gilbert & Cook
Iowa
$5.26M
PAG
171
Private Advisor Group
New Jersey
$5.24M +$137K +431 +3%
SAM
172
Silvercrest Asset Management
New York
$5.19M -$3.27M -10,300 -39%
AWP
173
Ascent Wealth Partners
New York
$5.03M
FC
174
Financial Council
Maryland
$4.97M -$37.8K -119 -0.8%
WI
175
WBI Investments
New Jersey
$4.91M +$147K +464 +3%