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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
MLFP
201
MPS Loria Financial Planners
Illinois
$4.92M
LBC
202
Lowe Brockenbrough & Co
Virginia
$4.9M
AP
203
Anchyra Partners
Georgia
$4.9M
SAI
204
Savvy Advisors Inc
New York
$4.87M
PCIA
205
Prime Capital Investment Advisors
Kansas
$4.76M
NRC
206
New Republic Capital
North Carolina
$4.74M
LFS
207
Lutz Financial Services
Nebraska
$4.71M
BFC
208
Blue Fin Capital
Rhode Island
$4.71M
IDA
209
Intelligence Driven Advisers
California
$4.57M
HF
210
HRT Financial
New York
$4.54M
SQA
211
Simon Quick Advisors
New Jersey
$4.41M
FPAS
212
Focus Partners Advisor Solutions
Missouri
$4.37M
TFCP
213
Twin Focus Capital Partners
Massachusetts
$4.35M
MCM
214
MAI Capital Management
Ohio
$4.32M
NG
215
Norden Group
Utah
$4.24M
FHC
216
First Heartland Consultants
Missouri
$4.21M
IIM
217
Ironwood Investment Management
Massachusetts
$4.16M
EH
218
Equitable Holdings
New York
$4.14M
SPP
219
Single Point Partners
Massachusetts
$4.13M
CWM
220
Chesapeake Wealth Management
Virginia
$4.03M
C
221
Certuity
Florida
$3.97M
SWA
222
Sax Wealth Advisors
New Jersey
$3.93M
MFA
223
McClarren Financial Advisors
Pennsylvania
$3.92M
ZF
224
Zhang Financial
Michigan
$3.89M
SWP
225
Stratos Wealth Partners
Ohio
$3.84M