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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
FOR
226
Family Office Research
Maryland
$3.34M -$10.4K -27 -0.3%
LFP
227
Lakeshore Financial Planning
Michigan
$3.3M -$80.9K -209 -2%
FWMP
228
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.25M +$2.71K +7 +0.1%
IWC
229
Integrated Wealth Concepts
Massachusetts
$3.21M +$1.72M +4,439 +105%
WT
230
Washington Trust
Rhode Island
$3.2M -$237K -612 -7%
WCM
231
Wealthcare Capital Management
Virginia
$3.13M
FHB
232
First Hawaiian Bank
Hawaii
$3.07M -$83.6K -216 -3%
BFPW
233
BOK Financial Private Wealth
Colorado
$3M -$105K -271 -3%
EPAM
234
Evelyn Partners Asset Management
$3M +$3.48K +9 +0.1%
MPCG
235
Matrix Private Capital Group
New York
$2.96M -$77.4K -200 -2%
CQWA
236
Chokshi & Queen Wealth Advisors
California
$2.96M +$7.74K +20 +0.3%
NW
237
NewEdge Wealth
Pennsylvania
$2.94M +$18.6K +48 +0.6%
VT
238
Vise Technologies
New York
$2.93M
SPC
239
Sigma Planning Corp
Michigan
$2.85M +$807K +2,085 +37%
PA
240
Planning Alternatives
Michigan
$2.8M
Kayne Anderson Rudnick Investment Management
241
Kayne Anderson Rudnick Investment Management
California
$2.78M +$83.2K +215 +3%
Prudential Financial
242
Prudential Financial
New Jersey
$2.76M +$178K +460 +7%
MFP
243
Meridian Financial Partners
Virginia
$2.74M +$429K +1,108 +18%
BPWM
244
Badgley Phelps Wealth Managers
Washington
$2.73M +$226K +583 +9%
RB
245
Renasant Bank
Mississippi
$2.72M
FLPIM
246
F.L. Putnam Investment Management
Massachusetts
$2.7M -$25.9K -67 -0.9%
PFPG
247
Pinnacle Financial Partners (Georgia)
Georgia
$2.69M +$230K +595 +9%
Financial Engines Advisors
248
Financial Engines Advisors
California
$2.69M -$79.7K -206 -3%
JFG
249
JMG Financial Group
Illinois
$2.68M -$12.8K -33 -0.5%
WPC
250
Wedmont Private Capital
Pennsylvania
$2.63M -$784K -2,026 -23%