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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
NPF
151
Norris Perne & French
Michigan
$8.85M
RPCA
152
Running Point Capital Advisors
California
$8.63M
CWM
153
Circle Wealth Management
New Jersey
$8.57M
SLT
154
St Louis Trust
Missouri
$8.46M
WT
155
Whittier Trust
California
$8.44M
WSFS
156
Wilmington Savings Fund Society
Delaware
$8.32M
LC
157
LCNB Corp
Ohio
$8.24M
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$8.13M
SCM
159
Sheridan Capital Management
California
$8.04M
Baird Financial Group
160
Baird Financial Group
Wisconsin
$7.9M
LT
161
Legacy Trust
Michigan
$7.61M
NA
162
NewEdge Advisors
Louisiana
$7.6M
MW
163
Mueller Wealth
Wisconsin
$7.56M
MML Investors Services
164
MML Investors Services
Massachusetts
$7.3M
FNBOO
165
First National Bank of Omaha
Nebraska
$7.24M
MWM
166
Moran Wealth Management
Florida
$7.22M
BCI
167
Brinker Capital Investments
Pennsylvania
$7.17M
JPG
168
Jordan Park Group
California
$7.16M
CWM
169
Cedar Wealth Management
California
$7.11M
TFP
170
Triune Financial Partners
Kansas
$6.96M
WPA
171
West Paces Advisors
Georgia
$6.94M
HHGA
172
Halbert Hargrove Global Advisors
California
$6.89M
USCWA
173
U.S. Capital Wealth Advisors
Texas
$6.87M
EW
174
Elyxium Wealth
California
$6.86M
WT
175
WHI Trust
Illinois
$6.83M