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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
BWM
401
Brown Wealth Management
Illinois
$986K +$205K +530 +25%
SIA
402
Soltis Investment Advisors
Utah
$980K
AAMC
403
Asset Allocation & Management Company
Illinois
$979K
SFWC
404
Strategic Family Wealth Counselors
New Jersey
$979K -$13.2K -34 -1%
CA
405
CoreCap Advisors
Michigan
$975K -$138K -358 -12%
IWM
406
IHT Wealth Management
Illinois
$962K +$89.4K +231 +10%
WMP
407
Wealth Management Partners
Arizona
$959K
MSWM
408
McGlone Suttner Wealth Management
Wisconsin
$956K -$1M -2,592 -50%
EW
409
Evoke Wealth
California
$955K
QPWM
410
Quadrant Private Wealth Management
Pennsylvania
$946K +$1.16K +3 +0.1%
KA
411
Kovack Advisors
Florida
$944K -$20.9K -54 -2%
LCAM
412
London & Capital Asset Management
United Kingdom
$936K
NA
413
Nestegg Advisors
New York
$926K
WIA
414
World Investment Advisors
California
$923K -$518K -1,338 -35%
CFC
415
Coyle Financial Counsel
Illinois
$912K
KPWS
416
Kestra Private Wealth Services
Texas
$907K -$48K -124 -5%
KAM
417
KEB Asset Management
Illinois
$904K -$5.03K -13 -0.5%
SWM
418
Steelhead Wealth Management
Virginia
$884K +$923K +2,387 New
RSC
419
Red Spruce Capital
Pennsylvania
$878K +$25.9K +67 +3%
HIA
420
Harbor Investment Advisory
Maryland
$874K +$149K +386 +20%
CFA
421
Capstone Financial Advisors
Illinois
$874K +$1.93K +5 +0.2%
AIM
422
Acropolis Investment Management
Missouri
$873K
BEC
423
Blue Edge Capital
Virginia
$869K
PCA
424
Prosperity Capital Advisors
Ohio
$868K -$787K -2,034 -46%
HSBC Holdings
425
HSBC Holdings
United Kingdom
$867K -$58K -150 -6%