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iShares Russell 3000 ETF

896 hedge funds and large institutions have $11.1B invested in iShares Russell 3000 ETF in 2025 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 223 increasing their positions, 269 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:

4.08% more ownership

Funds ownership: 56.27%60.35% (+4.1%)

2% less funds holding in top 10

Funds holding in top 10: 4544 (-1)

17% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 269

Holders
896
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
BWA
201
Basecamp Wealth Advisors
Washington
$4.98M
MLFP
202
MPS Loria Financial Planners
Illinois
$4.92M
LBC
203
Lowe Brockenbrough & Co
Virginia
$4.9M
AP
204
Anchyra Partners
Georgia
$4.9M
SAI
205
Savvy Advisors Inc
New York
$4.87M
PCIA
206
Prime Capital Investment Advisors
Kansas
$4.76M
NRC
207
New Republic Capital
North Carolina
$4.74M
LFS
208
Lutz Financial Services
Nebraska
$4.71M
BFC
209
Blue Fin Capital
Rhode Island
$4.71M
IDA
210
Intelligence Driven Advisers
California
$4.57M
HF
211
HRT Financial
New York
$4.54M
ACP
212
Arcus Capital Partners
Georgia
$4.45M
SQA
213
Simon Quick Advisors
New Jersey
$4.41M
FPAS
214
Focus Partners Advisor Solutions
Missouri
$4.37M
TFCP
215
Twin Focus Capital Partners
Massachusetts
$4.35M
MCM
216
MAI Capital Management
Ohio
$4.32M
NG
217
Norden Group
Utah
$4.24M
FHC
218
First Heartland Consultants
Missouri
$4.21M
IIM
219
Ironwood Investment Management
Massachusetts
$4.16M
EH
220
Equitable Holdings
New York
$4.14M
SPP
221
Single Point Partners
Massachusetts
$4.13M
CWM
222
Chesapeake Wealth Management
Virginia
$4.03M
C
223
Certuity
Florida
$3.97M
SWA
224
Sax Wealth Advisors
New Jersey
$3.93M
MFA
225
McClarren Financial Advisors
Pennsylvania
$3.92M