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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
PFA
301
Pure Financial Advisors
California
$1.77M -$133K -343 -7%
DWM
302
Dakota Wealth Management
Florida
$1.74M -$103K -267 -5%
SA
303
Sanctuary Advisors
Indiana
$1.74M +$30.2K +78 +2%
CCM
304
Cohen Capital Management
California
$1.72M
GC
305
Garde Capital
Washington
$1.72M -$338K -874 -16%
IFG
306
Independent Financial Group
California
$1.67M -$128K -331 -7%
CTA
307
Chesley Taft & Associates
Illinois
$1.67M
MWA
308
Motive Wealth Advisors
Michigan
$1.67M
MWM
309
Modern Wealth Management
Kansas
$1.64M +$809K +2,091 +91%
BC
310
Bakala Capital
South Carolina
$1.63M -$294K -760 -15%
BW
311
BIP Wealth
Georgia
$1.63M
ADL
312
Asset Dedication LLC
California
$1.63M +$213K +551 +14%
CFO
313
CVA Family Office
Colorado
$1.61M
DF
314
Dunhill Financial
United Kingdom
$1.6M -$29K -75 -2%
KL
315
KilterHowling LLC
Colorado
$1.6M +$3.1K +8 +0.2%
RhumbLine Advisers
316
RhumbLine Advisers
Massachusetts
$1.6M -$607M -1,567,811 -100%
TVAMP
317
Tennessee Valley Asset Management Partners
Tennessee
$1.58M
EWM
318
Evercore Wealth Management
New York
$1.57M
MFG
319
Merit Financial Group
Georgia
$1.57M +$321K +831 +24%
MGIA
320
Moneta Group Investment Advisors
Missouri
$1.55M -$133K -345 -8%
CNC
321
Canandaigua National Corp
New York
$1.54M +$1.61M +4,150 New
PGFC
322
Peapack-Gladstone Financial Corp
New Jersey
$1.53M
MT
323
Midwest Trust
Kansas
$1.53M
NB
324
Nicolet Bankshares
Wisconsin
$1.48M +$1.54M +3,984 New
SPIA
325
Steward Partners Investment Advisory
New York
$1.47M -$3.1K -8 -0.2%