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iShares Russell 3000 ETF

872 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, 221 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: 221 | Existing positions reduced: 266

Holders
872
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
EWA
176
EP Wealth Advisors
California
$6.62M
AWP
177
Ascent Wealth Partners
New York
$6.59M
BCM
178
BTC Capital Management
Iowa
$6.46M
GC
179
Gilbert & Cook
Iowa
$6.42M
WAG
180
Winthrop Advisory Group
Massachusetts
$6.39M
SFA
181
Sequoia Financial Advisors
Ohio
$6.2M
MWM
182
Mission Wealth Management
California
$6.14M
AWM
183
Aries Wealth Management
Maine
$5.92M
SCM
184
Sterling Capital Management
North Carolina
$5.88M
CRC
185
Curi RMB Capital
Illinois
$5.87M
CPIG
186
Chicago Partners Investment Group
Illinois
$5.86M
KFC
187
Klingenstein Fields & Co
New York
$5.76M
MPPLM
188
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.7M
FC
189
Financial Council
Maryland
$5.67M
VFA
190
Valeo Financial Advisors
Indiana
$5.65M
CAM
191
Cozad Asset Management
Illinois
$5.65M
CA
192
Cambridge Associates
Massachusetts
$5.65M
PAG
193
Private Advisor Group
New Jersey
$5.63M
WHCFA
194
William Howard & Co Financial Advisors
Tennessee
$5.52M
Tudor Investment Corp
195
Tudor Investment Corp
Connecticut
$5.47M
SAM
196
Silvercrest Asset Management
New York
$5.43M
STA
197
Summit Trail Advisors
New York
$5.32M
SFS
198
Sowell Financial Services
Arkansas
$5.24M
AWA
199
Aquire Wealth Advisors
Utah
$5.18M
GP
200
Greenline Partners
New York
$5.12M