We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF

866 hedge funds and large institutions have $10.2B invested in iShares Russell 3000 ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 227 increasing their positions, 265 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

493% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $2.6M

1.5% more ownership

Funds ownership: 60.35%61.84% (+1.5%)

2% less funds holding in top 10

Funds holding in top 10: 4443 (-1)

3% less funds holding

Funds holding: 896866 (-30)

9% less capital invested

Capital invested by funds: $11.1B → $10.2B (-$960M)

14% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 265

20% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 56

Holders
866
Holders Change
-30
Holders Change %
-3.35%
% of All Funds
10.67%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.53%
New
45
Increased
227
Reduced
265
Closed
56
Calls
$15.4M
Puts
$2.6M
Net Calls
+$12.8M
Net Calls Change
+$7.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
SCS Capital Management
Massachusetts
$692M -$3.54M -9,142 -0.5%
BlackRock
2
BlackRock
New York
$667M +$135M +349,804 +24%
Goldman Sachs
3
Goldman Sachs
New York
$631M +$66.8M +172,629 +11%
Morgan Stanley
4
Morgan Stanley
New York
$488M +$12.7M +32,921 +3%
Northern Trust
5
Northern Trust
Illinois
$370M -$8.06M -20,828 -2%
Bank of America
6
Bank of America
North Carolina
$342M +$36.5M +94,283 +11%
AFI
7
American Family Investments
Wisconsin
$313M +$221M +571,898 +210%
PWA
8
Pitcairn Wealth Advisors
Pennsylvania
$196M -$1.66M -4,279 -0.8%
UMC
9
UNC Management Company
North Carolina
$196M +$412K +1,066 +0.2%
JP Morgan Chase
10
JP Morgan Chase
New York
$171M +$644K +1,664 +0.4%
LPL Financial
11
LPL Financial
California
$170M -$16.6M -42,872 -9%
Ameriprise
12
Ameriprise
Minnesota
$148M -$9.5M -24,555 -6%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$144M -$2.45M -6,343 -2%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$134M -$1.54M -3,991 -1%
EK
15
Evensky & Katz
Florida
$126M -$1.97M -5,100 -1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$126M -$4.81M -12,428 -4%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$124M -$3.98M -10,286 -3%
HighTower Advisors
18
HighTower Advisors
Illinois
$118M +$2.16M +5,576 +2%
UBS Group
19
UBS Group
Switzerland
$110M -$33.2M -85,880 -22%
TF
20
TLWM Financial
Texas
$109M +$5.05M +13,048 +5%
GAM
21
Gotham Asset Management
New York
$107M +$112M +288,620 New
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$102M +$1.3M +3,361 +1%
Lido Advisors
23
Lido Advisors
California
$102M -$304K -785 -0.3%
Wells Fargo
24
Wells Fargo
California
$93.5M -$16.7M -43,077 -15%
ST
25
Sentinel Trust
Texas
$90M -$431K -1,113 -0.5%