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iShares Russell 3000 ETF

810 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, 210 increasing their positions, 258 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
810
Holders Change
+17
Holders Change %
+2.14%
% of All Funds
10.86%
Holding in Top 10
48
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4%
% of All Funds
0.64%
New
69
Increased
210
Reduced
258
Closed
37
Calls
$7.27M
Puts
$2.32M
Net Calls
+$4.95M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
176
Mission Wealth Management
California
$5.75M -$173K -493 -3%
AWP
177
Ascent Wealth Partners
New York
$5.55M
SHIM
178
Stone House Investment Management
Pennsylvania
$5.53M +$5.46M +15,559 +8,146%
AWM
179
Aries Wealth Management
Maine
$5.37M
PAG
180
Private Advisor Group
New Jersey
$5.35M -$444K -1,266 -8%
WHCFA
181
William Howard & Co Financial Advisors
Tennessee
$5.27M +$42.5K +121 +0.8%
FC
182
Financial Council
Maryland
$5.2M -$289K -824 -5%
CA
183
Cambridge Associates
Massachusetts
$5.12M +$187K +534 +4%
SAM
184
Silvercrest Asset Management
New York
$5.12M -$611K -1,741 -11%
CAM
185
Cozad Asset Management
Illinois
$5.11M
MPPLM
186
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.07M +$475K +1,353 +10%
VFA
187
Valeo Financial Advisors
Indiana
$5.06M +$34.4K +98 +0.7%
STA
188
Summit Trail Advisors
New York
$5M +$5M +14,258 New
AWA
189
Aquire Wealth Advisors
Utah
$4.87M -$3.16K -9 -0.1%
SQA
190
Simon Quick Advisors
New Jersey
$4.82M -$54.4K -155 -1%
NA
191
NewEdge Advisors
Louisiana
$4.71M -$108K -308 -2%
IDA
192
Intelligence Driven Advisers
California
$4.69M -$359K -1,024 -7%
LFS
193
Lutz Financial Services
Nebraska
$4.65M
GP
194
Greenline Partners
New York
$4.65M
EWA
195
EP Wealth Advisors
California
$4.64M -$318K -905 -6%
CRC
196
Curi RMB Capital
Illinois
$4.47M +$3.79M +10,784 +552%
SFS
197
Sowell Financial Services
Arkansas
$4.44M -$473K -1,348 -10%
FPAS
198
Focus Partners Advisor Solutions
Missouri
$4.4M -$33.3K -95 -0.8%
SB
199
Simmons Bank
Arkansas
$4.36M -$299K -853 -6%
MLFP
200
MPS Loria Financial Planners
Illinois
$4.35M -$562K -1,602 -11%