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iShares Russell 3000 ETF

815 hedge funds and large institutions have $8.96B invested in iShares Russell 3000 ETF in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 215 increasing their positions, 259 reducing their positions, and 39 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 ownership

Funds ownership:

2% more funds holding

Funds holding: 798815 (+17)

4% less funds holding in top 10

Funds holding in top 10: 5048 (-2)

17% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 259

Holders
815
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.27M
Puts
$2.32M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
176
Mission Wealth Management
California
$5.75M
AWP
177
Ascent Wealth Partners
New York
$5.55M
SHIM
178
Stone House Investment Management
Pennsylvania
$5.53M
AWM
179
Aries Wealth Management
Maine
$5.37M
PAG
180
Private Advisor Group
New Jersey
$5.35M
WHCFA
181
William Howard & Co Financial Advisors
Tennessee
$5.27M
FC
182
Financial Council
Maryland
$5.2M
CA
183
Cambridge Associates
Massachusetts
$5.12M
SAM
184
Silvercrest Asset Management
New York
$5.12M
CAM
185
Cozad Asset Management
Illinois
$5.11M
MPPLM
186
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.07M
VFA
187
Valeo Financial Advisors
Indiana
$5.06M
STA
188
Summit Trail Advisors
New York
$5M
AWA
189
Aquire Wealth Advisors
Utah
$4.87M
NA
190
NewEdge Advisors
Louisiana
$4.71M
IDA
191
Intelligence Driven Advisers
California
$4.69M
SQA
192
Simon Quick Advisors
New Jersey
$4.69M
LFS
193
Lutz Financial Services
Nebraska
$4.65M
GP
194
Greenline Partners
New York
$4.65M
EWA
195
EP Wealth Advisors
California
$4.64M
CRC
196
Curi RMB Capital
Illinois
$4.47M
SFS
197
Sowell Financial Services
Arkansas
$4.44M
FPAS
198
Focus Partners Advisor Solutions
Missouri
$4.4M
SB
199
Simmons Bank
Arkansas
$4.36M
MLFP
200
MPS Loria Financial Planners
Illinois
$4.35M